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American Funds Capital World Gr&Inc R5 (RWIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.74+0.25 (+0.38%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.01%
5-year average return9.87%
Number of years up16
Number of years down5
Best 1-yr total return (27 Jun 2024)32.65%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return32.65%
Worst 3-yr total return2.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRWIFXCategory
YTD8.85%12.08%
1-month3.71%0.64%
3-month4.07%6.49%
1-year23.74%38.01%
3-year4.55%12.74%
5-year10.95%12.82%
10-year7.88%9.05%
Last bull market23.59%18.82%
Last bear market-14.72%-20.53%

Annual total return (%) history

Year
RWIFXCategory
2024
N/AN/A
2023
21.15%N/A
2022
-17.06%N/A
2021
15.10%N/A
2020
15.71%12.96%
2019
25.68%25.26%
2018
-10.01%-10.06%
2017
25.01%22.28%
2016
6.80%6.93%
2015
-1.90%-0.92%
2014
4.28%3.67%
2013
25.24%24.08%
2012
19.50%14.39%
2011
-7.28%-7.19%
2010
8.05%14.49%
2009
32.65%34.45%
2008
-38.21%-41.13%
2007
17.78%12.16%
2006
22.59%19.88%
2005
15.00%10.91%
2004
19.69%16.90%
2003
39.47%34.18%
2002
N/A-14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.25%N/AN/AN/A
20236.30%5.89%-3.81%11.89%
2022-7.48%-14.72%-7.18%13.25%
20214.45%5.75%-2.13%6.48%
2020-20.35%18.33%7.11%14.61%
201912.23%2.99%-0.57%9.36%
20180.42%0.16%1.22%-11.61%
20177.49%5.27%5.10%5.12%
20160.33%1.45%5.07%-0.14%
20152.73%0.35%-8.55%4.06%
20141.69%4.50%-1.86%-0.01%
20136.53%0.92%8.11%7.75%
201211.29%-3.52%6.89%4.11%
20113.67%1.76%-17.82%6.94%
20100.25%-12.40%16.94%5.20%
2009-10.38%19.65%18.79%4.14%
2008-7.62%-2.47%-15.10%-19.22%
20072.51%8.92%5.16%0.31%
20066.15%0.51%5.23%9.20%
20050.16%0.57%9.01%4.72%
20044.20%-0.68%2.15%13.21%
2003-5.67%18.27%8.44%15.28%
2002-15.12%10.23%N/AN/A

Rank in category (by total return)

YTD37
1-month71
3-month40
1-year31
3-year50
5-year42

Load adjusted returns

1-year23.74%
3-year4.55%
5-year10.95%
10-year7.88%