Nasdaq - Delayed Quote • USD
American Funds Capital World Growth and Income Fund (RWIEX)
At close: June 14 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.75% |
| 5y Average Return | 10.12% |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Jun 14, 2024) | 32.29% |
| Worst 1Y Total Return (Jun 14, 2024) | -- |
| Best 3Y Total Return | 32.29% |
| Worst 3Y Total Return | 2.69% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RWIEX
Category
- YTD
- 8.71%
- 12.08%
- 1-Month
- 3.67%
- 0.64%
- 3-Month
- 4.00%
- 6.49%
- 1-Year
- 23.38%
- 38.01%
- 3-Year
- 4.24%
- 12.74%
- 5-Year
- 10.62%
- 12.82%
- 10-Year
- 7.55%
- 9.05%
- Last Bull Market
- 23.43%
- 18.82%
- Last Bear Market
- -14.79%
- -20.53%
Annual Total Return (%) History
Year
RWIEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.16% | -- | -- | -- |
| 2023 | 6.24% | 5.79% | -3.89% | 11.83% |
| 2022 | -7.55% | -14.79% | -7.24% | 13.16% |
| 2021 | 4.38% | 5.67% | -2.21% | 6.40% |
| 2020 | -20.39% | 18.22% | 7.03% | 14.51% |
| 2019 | 12.16% | 2.92% | -0.66% | 9.28% |
| 2018 | 0.33% | 0.11% | 1.14% | -11.70% |
| 2017 | 7.40% | 5.19% | 5.01% | 5.05% |
| 2016 | 0.26% | 1.37% | 5.00% | -0.21% |
| 2015 | 2.66% | 0.25% | -8.62% | 3.99% |
| 2014 | 1.62% | 4.43% | -1.96% | -0.06% |
| 2013 | 6.44% | 0.84% | 8.02% | 7.69% |
| 2012 | 11.17% | -3.57% | 6.83% | 4.02% |
| 2011 | 3.60% | 1.66% | -17.87% | 6.87% |
| 2010 | 0.15% | -12.46% | 16.86% | 5.13% |
| 2009 | -10.43% | 19.52% | 18.75% | 4.07% |
| 2008 | -7.70% | -2.55% | -15.16% | -19.29% |
| 2007 | 2.41% | 8.84% | 5.09% | 0.25% |
| 2006 | 6.05% | 0.43% | 5.16% | 9.13% |
| 2005 | 0.06% | 0.49% | 8.95% | 4.63% |
| 2004 | 4.12% | -0.77% | 2.08% | 13.15% |
| 2003 | -5.79% | 18.24% | 8.34% | 15.17% |
| 2002 | -15.12% | 10.12% | -- | -- |
Rank in Category (By Total Return)
| YTD | 39 |
| 1-Month | 73 |
| 3-Month | 44 |
| 1-Year | 35 |
| 3-Year | 55 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 23.38% |
| 3-Year | 4.24% |
| 5-Year | 10.62% |
| 10-Year | 7.55% |
Performance & Risk
| YTD Return | 9.75% |
| 5y Average Return | 10.12% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | American Funds |
| Net Assets | 123.1B |
| YTD Return | 8.71% |
| Yield | 1.68% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
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