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American Funds Capital World Growth and Income Fund (RWIHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.64+0.08 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.47%
5-year average return10.09%
Number of years up6
Number of years down2
Best 1-yr total return (24 Jun 2024)25.56%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return25.56%
Worst 3-yr total return3.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRWIHXCategory
YTD8.81%12.08%
1-month3.70%0.64%
3-month4.06%6.49%
1-year23.62%38.01%
3-year4.45%12.74%
5-year10.85%12.82%
10-year7.73%9.05%
Last bull market23.55%18.82%
Last bear market-14.75%-20.53%

Annual total return (%) history

Year
RWIHXCategory
2024
N/AN/A
2023
21.02%N/A
2022
-17.14%N/A
2021
14.99%N/A
2020
15.61%12.96%
2019
25.56%25.26%
2018
-10.10%-10.06%
2017
24.91%22.28%
2016
6.60%6.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
20236.27%5.86%-3.84%11.87%
2022-7.51%-14.75%-7.19%13.23%
20214.41%5.74%-2.16%6.45%
2020-20.36%18.32%7.08%14.58%
201912.21%2.97%-0.59%9.31%
20180.38%0.16%1.19%-11.65%
20177.47%5.25%5.07%5.10%
20160.29%1.40%5.03%-0.20%

Rank in category (by total return)

YTD38
1-month71
3-month41
1-year34
3-year54
5-year44

Load adjusted returns

1-year23.62%
3-year4.45%
5-year10.85%
10-year7.73%