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American Funds Capital World Gr&Inc R1 (RWIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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65.79+0.57 (+0.87%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.18%
5-Year Average Return8.74%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jul 2, 2024)31.29%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return31.29%
Worst 3-Yr Total Return1.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRWIAXCategory
YTD9.44%12.08%
1-Month0.97%0.64%
3-Month1.37%6.49%
1-Year17.17%38.01%
3-Year3.74%12.74%
5-Year8.72%12.82%
10-Year6.78%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%1.37%N/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)

YTD47
1-Month53
3-Month54
1-Year45
3-Year63
5-Year62

Load Adjusted Returns

1-Year17.17%
3-Year3.74%
5-Year8.72%
10-Year6.78%