Nasdaq
USD
American Funds Capital Inc Bldr R-6 (RIRGX)
83.45
-0.06
(-0.07%)
At close: 8:07:31 AM EST
Fund Summary
The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity securities). It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.74% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 10.76% |
| 5y Average Return | 9.21% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
RIRGX | Category Average | RIRGX | Category Average | RIRGX | Category Average |
|
Alpha
|
3.6 | -- | 3.36 | -- | 0.7 | -- |
|
BETA
|
0.86 | -- | 0.91 | -- | 0.95 | -- |
|
Mean Annual Return
|
1.28 | -- | 0.79 | -- | 0.69 | -- |
|
R-squared
|
82.19 | -- | 86.05 | -- | 87.9 | -- |
|
Standard Deviation
|
8.58 | -- | 10.85 | -- | 10.26 | -- |
|
Sharpe Ratio
|
1.27 | -- | 0.51 | -- | 0.56 | -- |
|
Treynor Ratio
|
13.43 | -- | 5.76 | -- | 5.8 | -- |
