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American Funds Capital World Growth and Income Fund (RWIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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64.76-0.16 (-0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.44%
5-year average return8.72%
Number of years up16
Number of years down5
Best 1-yr total return (27 Jun 2024)31.29%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.29%
Worst 3-yr total return1.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRWIAXCategory
YTD8.39%12.08%
1-month3.62%0.64%
3-month3.81%6.49%
1-year22.46%38.01%
3-year3.46%12.74%
5-year9.80%12.82%
10-year6.75%9.05%
Last bull market23.05%18.82%
Last bear market-14.95%-20.53%

Annual total return (%) history

Year
RWIAXCategory
2024
N/AN/A
2023
19.89%N/A
2022
-17.91%N/A
2021
13.89%N/A
2020
14.51%12.96%
2019
24.38%25.26%
2018
-10.98%-10.06%
2017
23.71%22.28%
2016
5.69%6.93%
2015
-2.92%-0.92%
2014
3.20%3.67%
2013
23.92%24.08%
2012
18.24%14.39%
2011
-8.25%-7.19%
2010
6.88%14.49%
2009
31.29%34.45%
2008
-38.85%-41.13%
2007
16.55%12.16%
2006
21.28%19.88%
2005
13.71%10.91%
2004
18.37%16.90%
2003
37.99%34.18%
2002
N/A-14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.97%N/AN/AN/A
20236.03%5.61%-4.07%11.61%
2022-7.71%-14.95%-7.40%12.95%
20214.17%5.47%-2.39%6.19%
2020-20.54%18.00%6.84%14.31%
201911.95%2.73%-0.84%9.07%
20180.15%-0.09%0.95%-11.86%
20177.21%4.98%4.83%4.85%
20160.08%1.17%4.79%-0.39%
20152.46%0.08%-8.81%3.81%
20141.44%4.22%-2.14%-0.25%
20136.26%0.66%7.82%7.46%
201211.00%-3.78%6.64%3.81%
20113.43%1.48%-18.02%6.64%
2010-0.05%-12.60%16.59%4.93%
2009-10.61%19.30%18.49%3.90%
2008-7.89%-2.68%-15.33%-19.43%
20072.24%8.62%4.88%0.07%
20065.87%0.24%4.95%8.88%
2005-0.13%0.30%8.74%4.40%
20043.90%-0.93%1.85%12.91%
2003-5.95%17.98%8.14%14.99%
2002-15.31%9.90%N/AN/A

Rank in category (by total return)

YTD45
1-month73
3-month50
1-year43
3-year67
5-year63

Load adjusted returns

1-year22.46%
3-year3.46%
5-year9.80%
10-year6.75%