RWIBX
American Funds Capital World Gr&Inc-R2
$65.75
-0.25 (-0.38%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 126121.65M |
| 52 Week High | 66.01 |
| 52 Week Low | 51.062 |
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Key Data
| Symbol | RWIBX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 65.75 |
| Price Yesterday | 66 |
| Market Cap | 126,121.65 |
| YTD Return | 11.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0151 |
Overview
| 52 Week High | 66.01 |
|---|---|
| 52 Week Low | 51.06 |
| Market Cap | 126,121.65M |
| Shares Outstanding | 1,918.20M |
| Income Dividend Yield | 0.66% |
| Long Term Dividend Yield | 1.79% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.44% |
Returns Annualized
| One Day | -61.61% |
|---|---|
| Five Days | 114.99% |
| One Months | 30.42% |
| Three Months | 14.39% |
| Six Months | 27.26% |
| Nine Months | 34.21% |
| One Year | 21.51% |
| Three Years | 4.24% |
| Five Years | 9.05% |
| Ten Years | 7.01% |
| YTD | 23.60% |
| Since Inception | 8.25% |
Returns Total
| One Day | -0.38% |
|---|---|
| Five Days | 1.53% |
| One Month | 2.13% |
| Three Months | 3.36% |
| Six Months | 12.58% |
| Nine Months | 24.37% |
| One Year | 21.48% |
| Three Years | 13.19% |
| Five Years | 54.01% |
| Ten Years | 96.58% |
| YTD | 11.54% |
| Since Inception | 472.39% |
Yearly Returns
| 2024 | 11.54% |
|---|---|
| 2023 | 19.91% |
| 2022 | -17.93% |
| 2021 | 13.90% |
| 2020 | 14.51% |
| 2019 | 24.34% |
| 2018 | -10.89% |
| 2017 | 23.70% |
| 2016 | 5.71% |
| 2015 | -2.91% |
Risk against SP-DA
| Alpha | -4.55% |
|---|---|
| Beta | 0.89 |
| Correlation | 92.59% |
| Downside Deviation | 2.76% |
| Coefficient of determination | 85.74% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.68 |
| Sortino | -2.61 |
| Treynor | 18.2 |
| Ulcer Index | 3.29 |
| Ulcer Performance Index | -2.19 |