Canada markets closed

American Funds Capital World Gr&Inc R5E (RWIHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
66.85-0.01 (-0.01%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.52%
5-Year Average Return10.01%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 4, 2024)25.56%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return25.56%
Worst 3-Yr Total Return3.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRWIHXCategory
YTD9.95%12.08%
1-Month1.04%0.64%
3-Month1.59%6.49%
1-Year18.28%38.01%
3-Year4.72%12.74%
5-Year9.76%12.82%
10-Year7.76%9.05%
Last Bull Market23.55%18.82%
Last Bear Market-14.75%-20.53%

Annual Total Return (%) History

Year
RWIHXCategory
2024
N/AN/A
2023
21.02%N/A
2022
-17.14%N/A
2021
14.99%N/A
2020
15.61%12.96%
2019
25.56%25.26%
2018
-10.10%-10.06%
2017
24.91%22.28%
2016
6.60%6.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.23%1.59%N/AN/A
20236.27%5.86%-3.84%11.87%
2022-7.51%-14.75%-7.19%13.23%
20214.41%5.74%-2.16%6.45%
2020-20.36%18.32%7.08%14.58%
201912.21%2.97%-0.59%9.31%
20180.38%0.16%1.19%-11.65%
20177.47%5.25%5.07%5.10%
20160.29%1.40%5.03%-0.20%

Rank In Category (By Total Return)

YTD41
1-Month49
3-Month47
1-Year36
3-Year50
5-Year44

Load Adjusted Returns

1-Year18.28%
3-Year4.72%
5-Year9.76%
10-Year7.76%