Nasdaq - Delayed Quote USD

American Funds Capital World Gr&Inc R6 (RWIGX)

65.69 -0.02 (-0.03%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.44%
5y Average Return 10.00%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Jun 21, 2024) 25.74%
Worst 1Y Total Return (Jun 21, 2024) --
Best 3Y Total Return 25.74%
Worst 3Y Total Return 3.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RWIGX
Category
YTD
8.87%
12.08%
1-Month
3.71%
0.64%
3-Month
4.09%
6.49%
1-Year
23.81%
38.01%
3-Year
4.60%
12.74%
5-Year
11.01%
12.82%
10-Year
7.93%
9.05%
Last Bull Market
23.63%
18.82%
Last Bear Market
-14.70%
-20.53%

Annual Total Return (%) History

Year
RWIGX
Category
2024
--
--
2023
21.22%
--
2022
-17.01%
--
2021
15.15%
--
2020
15.78%
12.96%
2019
25.74%
25.26%
2018
-9.97%
-10.06%
2017
25.08%
22.28%

2016
6.85%
6.93%
2015
-1.88%
-0.92%
2014
4.36%
3.67%
2013
25.28%
24.08%
2012
19.56%
14.39%
2011
-7.23%
-7.19%
2010
8.10%
14.49%
2009
--
34.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.27% -- -- --
2023 6.32% 5.89% -3.80% 11.93%
2022 -7.47% -14.70% -7.17% 13.27%
2021 4.46% 5.76% -2.12% 6.48%
2020 -20.32% 18.35% 7.13% 14.61%
2019 12.25% 3.00% -0.55% 9.35%
2018 0.43% 0.18% 1.23% -11.60%
2017 7.50% 5.29% 5.11% 5.13%
2016 0.36% 1.44% 5.11% -0.15%
2015 2.74% 0.34% -8.54% 4.08%

2014 1.70% 4.54% -1.87% 0.03%
2013 6.52% 0.93% 8.12% 7.77%
2012 11.28% -3.51% 6.94% 4.13%
2011 3.69% 1.75% -17.79% 6.96%
2010 0.26% -12.38% 16.93% 5.24%
2009 18.81% 4.15% -- --

Rank in Category (By Total Return)

YTD 36
1-Month 71
3-Month 40
1-Year 30
3-Year 49
5-Year 41

Load Adjusted Returns

1-Year 23.81%
3-Year 4.60%
5-Year 11.01%
10-Year 7.93%

Performance & Risk

YTD Return 10.44%
5y Average Return 10.00%
Rank in Category (ytd) 36
% 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 8.87%
Yield 1.98%
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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