RWIEX
American Funds Capital World Gr&Inc-R4
$62.77
-0.55 (-0.87%)
Currency in USD / Last Updated: 4/15/2024
| Category | World Large |
|---|---|
| Market Cap | 121352.614M |
| 52 Week High | 64.7 |
| 52 Week Low | 51.688 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RWIEX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 62.77 |
| Price Yesterday | 63.32 |
| Market Cap | 121,352.61 |
| YTD Return | 5.05% |
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 | 64.70 |
|---|---|
| 52 Week Low | 51.69 |
| Market Cap | 121,352.61M |
| Shares Outstanding | 1,933.29M |
| Income Dividend Yield | 1.39% |
| Long Term Dividend Yield | 1.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.26% |
Returns Annualized
| One Day | -88.93% |
|---|---|
| Five Days | -76.54% |
| One Months | -12.01% |
| Three Months | 22.62% |
| Six Months | 37.29% |
| Nine Months | 14.50% |
| One Year | 17.87% |
| Three Years | 3.56% |
| Five Years | 8.68% |
| Ten Years | 7.75% |
| YTD | 18.84% |
| Since Inception | 8.85% |
Returns Total
| One Day | -0.87% |
|---|---|
| Five Days | -2.83% |
| One Month | -1.01% |
| Three Months | 5.23% |
| Six Months | 17.00% |
| Nine Months | 10.67% |
| One Year | 17.77% |
| Three Years | 11.03% |
| Five Years | 51.46% |
| Ten Years | 110.62% |
| YTD | 5.05% |
| Since Inception | 533.91% |
Yearly Returns
| 2024 | 5.05% |
|---|---|
| 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 | -4.73% |
|---|---|
| Beta | 0.91 |
| Correlation | 96.30% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 92.74% |
| Standard Deviation | 3.20% |
| Sharpe Ratio | -0.59 |
| Sortino | -2.39 |
| Treynor | 13.76 |
| Ulcer Index | 3.18 |
| Ulcer Performance Index | -2.05 |