RWIFX
American Funds Capital World Gr&Inc-R5
$63.26
0.01 (0.02%)
Currency in USD / Last Updated: 4/24/2024
Category | World Large |
---|---|
Market Cap | 122894.566M |
52 Week High | 64.89 |
52 Week Low | 51.783 |
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Key Data
Symbol | RWIFX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 63.26 |
Price Yesterday | 63.25 |
Market Cap | 122,894.57 |
YTD Return | 5.63% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0046 |
Overview
52 Week High | 64.89 |
---|---|
52 Week Low | 51.78 |
Market Cap | 122,894.57M |
Shares Outstanding | 1,942.69M |
Income Dividend Yield | 1.66% |
Long Term Dividend Yield | 1.86% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.51% |
Returns Annualized
One Day | 4.07% |
---|---|
Five Days | 71.12% |
One Months | -21.92% |
Three Months | 21.98% |
Six Months | 43.40% |
Nine Months | 15.38% |
One Year | 18.75% |
Three Years | 3.91% |
Five Years | 9.12% |
Ten Years | 7.90% |
YTD | 19.11% |
Since Inception | 9.95% |
Returns Total
One Day | 0.02% |
---|---|
Five Days | 1.07% |
One Month | -2.13% |
Three Months | 5.09% |
Six Months | 19.56% |
Nine Months | 11.38% |
One Year | 18.73% |
Three Years | 12.18% |
Five Years | 54.60% |
Ten Years | 113.63% |
YTD | 5.63% |
Since Inception | 683.99% |
Yearly Returns
2024 | 5.63% |
---|---|
2023 | 21.15% |
2022 | -17.06% |
2021 | 15.10% |
2020 | 15.71% |
2019 | 25.69% |
2018 | -10.01% |
2017 | 25.01% |
2016 | 6.80% |
2015 | -1.90% |
Risk against SP-DA
Alpha | -4.32% |
---|---|
Beta | 0.92 |
Correlation | 98.02% |
Downside Deviation | 2.68% |
Coefficient of determination | 96.08% |
Standard Deviation | 3.23% |
Sharpe Ratio | -0.52 |
Sortino | -2.16 |
Treynor | 14.48 |
Ulcer Index | 3.19 |
Ulcer Performance Index | -1.81 |