Nasdaq - Delayed Quote
USD
American Funds Cptl Wld Gr&Inc R-3 (RWICX)
77.43
-1.47
(-1.86%)
At close: October 30 at 8:04:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.11% |
|---|---|
| 5y Average Return | 9.39% |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 30, 2026) | 24.94% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 24.94% |
| Worst 3Y Total Return | 2.38% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RWICX
Category
- YTD
- 14.52%
- 12.08%
- 1-Month
- -1.34%
- 0.64%
- 3-Month
- -0.33%
- 6.49%
- 1-Year
- 19.39%
- 38.01%
- 3-Year
- 21.78%
- 12.74%
- 5-Year
- 11.28%
- 12.82%
- 10-Year
- 11.33%
- 9.05%
- Last Bull Market
- 31.00%
- 18.82%
- Last Bear Market
- -14.84%
- -20.53%
Annual Total Return (%) History
Year
RWICX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.40% | 16.53% | -0.33% | -- |
|
2025
|
-0.19% | 12.87% | 5.86% | 4.26% |
|
2024
|
8.09% | 1.48% | 5.59% | -1.97% |
|
2023
|
6.15% | 5.71% | -3.95% | 11.73% |
|
2022
|
-7.63% | -14.84% | -7.30% | 13.08% |
|
2021
|
4.29% | 5.60% | -2.28% | 6.31% |
|
2020
|
-20.45% | 18.15% | 6.94% | 14.44% |
|
2019
|
12.08% | 2.84% | -0.72% | 9.18% |
|
2018
|
0.25% | 0.02% | 1.07% | -11.76% |
|
2017
|
7.33% | 5.13% | 4.93% | 4.97% |
Rank in Category (By Total Return)
| YTD | 15 |
| 1-Month | 35 |
|---|---|
| 3-Month | 78 |
| 1-Year | 12 |
| 3-Year | 15 |
| 5-Year | 32 |
Load Adjusted Returns
| 1-Year | 19.39% |
| 3-Year | 21.78% |
|---|---|
| 5-Year | 11.28% |
| 10-Year | 11.33% |
Performance & Risk
| YTD Return | 10.11% |
| 5y Average Return | 9.39% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Capital Group |
| Net Assets | 155.46B |
| YTD Return | 14.52% |
| Yield | 1.08% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
