RWIFX
American Funds Capital World Gr&Inc-R5
$66.76
-0.25 (-0.37%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 126137.016M |
| 52 Week High | 67.02 |
| 52 Week Low | 51.473 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RWIFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 66.76 |
| Price Yesterday | 67.01 |
| Market Cap | 126,137.02 |
| YTD Return | 12.14% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 67.02 |
|---|---|
| 52 Week Low | 51.47 |
| Market Cap | 126,137.02M |
| Shares Outstanding | 1,889.41M |
| Income Dividend Yield | 1.58% |
| Long Term Dividend Yield | 1.76% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.34% |
Returns Annualized
| One Day | -61.05% |
|---|---|
| Five Days | 117.44% |
| One Months | 31.99% |
| Three Months | 15.61% |
| Six Months | 28.60% |
| Nine Months | 35.58% |
| One Year | 22.78% |
| Three Years | 5.34% |
| Five Years | 10.20% |
| Ten Years | 8.13% |
| YTD | 24.90% |
| Since Inception | 10.16% |
Returns Total
| One Day | -0.37% |
|---|---|
| Five Days | 1.55% |
| One Month | 2.22% |
| Three Months | 3.63% |
| Six Months | 13.16% |
| Nine Months | 25.32% |
| One Year | 22.75% |
| Three Years | 16.78% |
| Five Years | 62.31% |
| Ten Years | 118.04% |
| YTD | 12.14% |
| Since Inception | 732.32% |
Yearly Returns
| 2024 | 12.14% |
|---|---|
| 2023 | 21.15% |
| 2022 | -17.06% |
| 2021 | 15.10% |
| 2020 | 15.71% |
| 2019 | 25.69% |
| 2018 | -10.02% |
| 2017 | 25.01% |
| 2016 | 6.80% |
| 2015 | -1.90% |
Risk against SP-DA
| Alpha | -3.36% |
|---|---|
| Beta | 0.89 |
| Correlation | 92.90% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 86.30% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.56 |
| Sortino | -2.16 |
| Treynor | 19.56 |
| Ulcer Index | 3.2 |
| Ulcer Performance Index | -1.86 |