American Funds - Capital World Growth & Income Fund Class R-5 Shares: (MF: RWIFX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$71.41 USD
+0.20 (0.28%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 12.99 | 24 |
3 months | 13.04 | 30 |
6 months | 12.99 | 24 |
1 Year | 17.31 | 28 |
3 Year | 17.87 | 24 |
5 Year | 12.79 | 28 |
10 Year | 9.43 | 37 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 218.88 |
Bear Market (10/07 - 2/09) | -50.59 |
Bull Market (2/09 - 3/21) | 529.14 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 17.31 |
5 Year | 12.79 |
10 Year | 9.43 |
Since Inception | 10.64 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.04 | 13.04 | NA | NA |
2024 | 8.25 | 1.62 | 5.76 | -1.83 |
2023 | 6.30 | 5.89 | -3.80 | 11.89 |
2022 | -7.47 | -14.72 | -7.17 | 12.82 |
2021 | 4.44 | 5.75 | -2.13 | 6.47 |
2020 | -20.34 | 18.33 | 7.11 | 14.61 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 12.99 | 14.21 | 21.15 | -17.36 | 15.09 | 15.71 | 25.68 | -10.01 | 25.01 | 6.80 | -2.27 |
% Total Return Rel to Index | 3.24 | -5.01 | -3.26 | 1.72 | -3.06 | 1.64 | 0.48 | 0.41 | 4.89 | 1.47 | 0.48 |
% Total Return Rel to Peer | 2.40 | 1.82 | 2.51 | 2.19 | -1.11 | -0.95 | 0.94 | 0.01 | 2.78 | 1.23 | 0.00 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 4.00 |
% Dividends | 0.63 | 1.29 | 1.27 | 1.03 | 1.21 | 0.88 | 1.01 | 1.17 | 1.06 | 1.19 | 1.00 |
% Yield | 0.85 | 1.82 | 1.92 | 1.89 | 1.71 | 1.40 | 1.82 | 2.48 | 1.88 | 2.52 | 2.17 |
Capital Gains ($) | 0.00 | 3.89 | 0.94 | 0.00 | 3.31 | 0.00 | 0.39 | 2.11 | 2.50 | 1.24 | 0.71 |
Expense Ratio | 0.00 | 0.46 | 0.46 | 0.47 | 0.46 | 0.47 | 0.49 | 0.49 | 0.49 | 0.50 | 0.49 |
* 1 = Top 20%, 5 = Bottom 20%