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American Funds Capital World Gr&Inc R2E (RWBEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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66.72+0.47 (+0.71%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.14%
5-Year Average Return9.29%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)24.71%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return24.71%
Worst 3-Yr Total Return2.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRWBEXCategory
YTD9.60%12.08%
1-Month0.99%0.64%
3-Month1.43%6.49%
1-Year17.53%38.01%
3-Year4.04%12.74%
5-Year9.04%12.82%
10-Year7.12%9.05%
Last Bull Market23.21%18.82%
Last Bear Market-14.87%-20.53%

Annual Total Return (%) History

Year
RWBEXCategory
2024
N/AN/A
2023
20.26%N/A
2022
-17.69%N/A
2021
14.23%N/A
2020
14.87%12.96%
2019
24.71%25.26%
2018
-10.69%-10.06%
2017
24.09%22.28%
2016
6.04%6.93%
2015
-2.59%-0.92%
2014
N/A3.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.05%1.43%N/AN/A
20236.13%5.67%-3.99%11.69%
2022-7.67%-14.87%-7.35%13.04%
20214.24%5.56%-2.32%6.29%
2020-20.48%18.12%6.90%14.41%
201912.00%2.81%-0.76%9.13%
20180.22%-0.02%1.04%-11.79%
20177.30%5.07%4.90%4.92%
20160.19%1.24%4.88%-0.32%
20152.54%0.20%-8.74%3.89%
2014-0.13%N/AN/AN/A

Rank In Category (By Total Return)

YTD46
1-Month52
3-Month52
1-Year43
3-Year60
5-Year56

Load Adjusted Returns

1-Year17.53%
3-Year4.04%
5-Year9.04%
10-Year7.12%