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American Funds Capital World Growth and Income Fund (RWIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.46-0.16 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.02%
5-year average return9.92%
Number of years up10
Number of years down4
Best 1-yr total return (27 Jun 2024)25.74%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return25.74%
Worst 3-yr total return3.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRWIGXCategory
YTD8.87%12.08%
1-month3.71%0.64%
3-month4.09%6.49%
1-year23.81%38.01%
3-year4.60%12.74%
5-year11.01%12.82%
10-year7.93%9.05%
Last bull market23.63%18.82%
Last bear market-14.70%-20.53%

Annual total return (%) history

Year
RWIGXCategory
2024
N/AN/A
2023
21.22%N/A
2022
-17.01%N/A
2021
15.15%N/A
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
N/A34.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
20236.32%5.89%-3.80%11.93%
2022-7.47%-14.70%-7.17%13.27%
20214.46%5.76%-2.12%6.48%
2020-20.32%18.35%7.13%14.61%
201912.25%3.00%-0.55%9.35%
20180.43%0.18%1.23%-11.60%
20177.50%5.29%5.11%5.13%
20160.36%1.44%5.11%-0.15%
20152.74%0.34%-8.54%4.08%
20141.70%4.54%-1.87%0.03%
20136.52%0.93%8.12%7.77%
201211.28%-3.51%6.94%4.13%
20113.69%1.75%-17.79%6.96%
20100.26%-12.38%16.93%5.24%
200918.81%4.15%N/AN/A

Rank in category (by total return)

YTD36
1-month71
3-month40
1-year30
3-year49
5-year41

Load adjusted returns

1-year23.81%
3-year4.60%
5-year11.01%
10-year7.93%