RWICX
American Funds Capital World Gr&Inc-R3
$66.21
-0.25 (-0.38%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 126130.71M |
| 52 Week High | 66.47 |
| 52 Week Low | 51.267 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RWICX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 66.21 |
| Price Yesterday | 66.46 |
| Market Cap | 126,130.71 |
| YTD Return | 11.80% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0106 |
Overview
| 52 Week High | 66.47 |
|---|---|
| 52 Week Low | 51.27 |
| Market Cap | 126,130.71M |
| Shares Outstanding | 1,905.01M |
| Income Dividend Yield | 1.05% |
| Long Term Dividend Yield | 1.77% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.82% |
Returns Annualized
| One Day | -61.35% |
|---|---|
| Five Days | 115.50% |
| One Months | 31.14% |
| Three Months | 14.91% |
| Six Months | 27.81% |
| Nine Months | 34.79% |
| One Year | 22.06% |
| Three Years | 4.71% |
| Five Years | 9.54% |
| Ten Years | 7.48% |
| YTD | 24.16% |
| Since Inception | 8.73% |
Returns Total
| One Day | -0.38% |
|---|---|
| Five Days | 1.53% |
| One Month | 2.17% |
| Three Months | 3.48% |
| Six Months | 12.82% |
| Nine Months | 24.77% |
| One Year | 22.03% |
| Three Years | 14.72% |
| Five Years | 57.53% |
| Ten Years | 105.37% |
| YTD | 11.80% |
| Since Inception | 530.99% |
Yearly Returns
| 2024 | 11.80% |
|---|---|
| 2023 | 20.42% |
| 2022 | -17.55% |
| 2021 | 14.42% |
| 2020 | 15.02% |
| 2019 | 24.94% |
| 2018 | -10.58% |
| 2017 | 24.30% |
| 2016 | 6.15% |
| 2015 | -2.48% |
Risk against SP-DA
| Alpha | -4.04% |
|---|---|
| Beta | 0.89 |
| Correlation | 92.74% |
| Downside Deviation | 2.76% |
| Coefficient of determination | 86.00% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.62 |
| Sortino | -2.41 |
| Treynor | 18.79 |
| Ulcer Index | 3.25 |
| Ulcer Performance Index | -2.05 |