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American Funds Capital World Gr&Inc R3 (RWICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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66.46-0.01 (-0.02%)
At close: 05:23PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.24%
5-Year Average Return9.46%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jul 4, 2024)31.88%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return31.88%
Worst 3-Yr Total Return2.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRWICXCategory
YTD9.69%12.08%
1-Month1.02%0.64%
3-Month1.48%6.49%
1-Year17.71%38.01%
3-Year4.20%12.74%
5-Year9.21%12.82%
10-Year7.26%9.05%
Last Bull Market23.28%18.82%
Last Bear Market-14.84%-20.53%

Annual Total Return (%) History

Year
RWICXCategory
2024
N/AN/A
2023
20.42%N/A
2022
-17.55%N/A
2021
14.42%N/A
2020
15.02%12.96%
2019
24.94%25.26%
2018
-10.58%-10.06%
2017
24.30%22.28%
2016
6.15%6.93%
2015
-2.49%-0.92%
2014
3.66%3.67%
2013
24.51%24.08%
2012
18.77%14.39%
2011
-7.84%-7.19%
2010
7.40%14.49%
2009
31.88%34.45%
2008
-38.60%-41.13%
2007
17.09%12.16%
2006
21.85%19.88%
2005
14.28%10.91%
2004
18.90%16.90%
2003
38.46%34.18%
2002
N/A-14.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.09%1.48%N/AN/A
20236.15%5.71%-3.95%11.73%
2022-7.63%-14.84%-7.30%13.08%
20214.29%5.60%-2.28%6.31%
2020-20.45%18.15%6.94%14.44%
201912.08%2.84%-0.72%9.18%
20180.25%0.02%1.07%-11.76%
20177.33%5.13%4.93%4.97%
20160.18%1.30%4.92%-0.31%
20152.57%0.20%-8.70%3.92%
20141.55%4.35%-2.02%-0.16%
20136.39%0.77%7.94%7.59%
201211.13%-3.69%6.77%3.93%
20113.54%1.59%-17.94%6.78%
20100.08%-12.50%16.76%5.04%
2009-10.49%19.44%18.65%3.97%
2008-7.77%-2.61%-15.22%-19.37%
20072.35%8.76%5.01%0.18%
20065.99%0.34%5.07%9.05%
2005-0.02%0.45%8.82%4.56%
20044.00%-0.86%2.03%13.02%
2003-5.86%18.08%8.26%15.06%
2002-15.26%10.07%N/AN/A

Rank In Category (By Total Return)

YTD45
1-Month50
3-Month50
1-Year41
3-Year58
5-Year52

Load Adjusted Returns

1-Year17.71%
3-Year4.20%
5-Year9.21%
10-Year7.26%