RWIBX
American Funds Capital World Gr&Inc-R2
$62.10
-0.18 (-0.29%)
Currency in USD / Last Updated: 4/25/2024
Category | World Large |
---|---|
Market Cap | 121430.958M |
52 Week High | 63.95 |
52 Week Low | 51.244 |
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Key Data
Symbol | RWIBX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 62.1 |
Price Yesterday | 62.28 |
Market Cap | 121,430.96 |
YTD Return | 4.97% |
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 | 63.95 |
---|---|
52 Week Low | 51.24 |
Market Cap | 121,430.96M |
Shares Outstanding | 1,955.41M |
Income Dividend Yield | 0.72% |
Long Term Dividend Yield | 1.89% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.61% |
Returns Annualized
One Day | -51.81% |
---|---|
Five Days | 65.90% |
One Months | -24.21% |
Three Months | 18.05% |
Six Months | 43.53% |
Nine Months | 12.84% |
One Year | 18.88% |
Three Years | 2.72% |
Five Years | 7.94% |
Ten Years | 6.84% |
YTD | 16.53% |
Since Inception | 8.02% |
Returns Total
One Day | -0.29% |
---|---|
Five Days | 1.01% |
One Month | -2.39% |
Three Months | 4.23% |
Six Months | 19.61% |
Nine Months | 9.53% |
One Year | 18.86% |
Three Years | 8.38% |
Five Years | 46.40% |
Ten Years | 93.52% |
YTD | 4.97% |
Since Inception | 438.69% |
Yearly Returns
2024 | 4.97% |
---|---|
2023 | 19.90% |
2022 | -17.93% |
2021 | 13.90% |
2020 | 14.51% |
2019 | 24.34% |
2018 | -10.88% |
2017 | 23.70% |
2016 | 5.71% |
2015 | -2.91% |
Risk against SP-DA
Alpha | -5.47% |
---|---|
Beta | 0.92 |
Correlation | 97.80% |
Downside Deviation | 2.74% |
Coefficient of determination | 95.66% |
Standard Deviation | 3.20% |
Sharpe Ratio | -0.64 |
Sortino | -2.59 |
Treynor | 14.64 |
Ulcer Index | 3.29 |
Ulcer Performance Index | -2.15 |