RWIEX
American Funds Capital World Gr&Inc-R4
$66.55
-0.25 (-0.37%)
Currency in USD / Last Updated: 7/9/2024
Category | World Large |
---|---|
Market Cap | 126142.203M |
52 Week High | 66.81 |
52 Week Low | 51.416 |
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Key Data
Symbol | RWIEX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 66.55 |
Price Yesterday | 66.8 |
Market Cap | 126,142.20 |
YTD Return | 11.97% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0076 |
Overview
52 Week High | 66.81 |
---|---|
52 Week Low | 51.42 |
Market Cap | 126,142.20M |
Shares Outstanding | 1,895.45M |
Income Dividend Yield | 1.31% |
Long Term Dividend Yield | 1.76% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.08% |
Returns Annualized
One Day | -61.16% |
---|---|
Five Days | 116.31% |
One Months | 31.39% |
Three Months | 15.25% |
Six Months | 28.19% |
Nine Months | 35.19% |
One Year | 22.41% |
Three Years | 5.02% |
Five Years | 9.87% |
Ten Years | 7.80% |
YTD | 24.52% |
Since Inception | 9.07% |
Returns Total
One Day | -0.37% |
---|---|
Five Days | 1.54% |
One Month | 2.19% |
Three Months | 3.55% |
Six Months | 12.98% |
Nine Months | 25.05% |
One Year | 22.38% |
Three Years | 15.74% |
Five Years | 59.91% |
Ten Years | 111.59% |
YTD | 11.97% |
Since Inception | 575.70% |
Yearly Returns
2024 | 11.97% |
---|---|
2023 | 20.79% |
2022 | -17.30% |
2021 | 14.76% |
2020 | 15.36% |
2019 | 25.32% |
2018 | -10.30% |
2017 | 24.63% |
2016 | 6.49% |
2015 | -2.20% |
Risk against SP-DA
Alpha | -3.71% |
---|---|
Beta | 0.89 |
Correlation | 92.83% |
Downside Deviation | 2.76% |
Coefficient of determination | 86.18% |
Standard Deviation | 3.08% |
Sharpe Ratio | -0.59 |
Sortino | -2.29 |
Treynor | 19.16 |
Ulcer Index | 3.22 |
Ulcer Performance Index | -1.96 |