RWIGX: CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6 (MUTUAL FUND)
Basic Info 62.36 0.45(0.73%) April 22
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (33%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 3.80% |
Expenses | 0.53% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 4.2 | 17.3 | 4.0 | 8.9 | 7.8 | 9.9 | 21.2 | -17.0 | 15.1 | 15.7 | 25.7 | -10.0 | 25.1 | 6.3 | -1.9 | 4.4 | 25.3 | 19.6 | -7.2 | 8.1 | 27.4 |
Sharpe Ratio | NA | 0.79 | 1.12 | 0.07 | 0.38 | 0.42 | 0.56 | 1.46 | -0.87 | 1.22 | 0.51 | 2.19 | -0.79 | 3.91 | 0.43 | -0.14 | 0.42 | 2.42 | 1.49 | -0.31 | 0.41 | 2.3 |
Draw Down(%) | NA | 4.5 | 9.8 | 27.0 | 32.0 | 32.0 | 32.0 | 9.8 | 27.0 | 5.8 | 32.0 | 6.3 | 20.3 | 2.6 | 10.7 | 14.0 | 8.6 | 8.1 | 11.2 | 22.7 | 16.4 | 8.2 |
Standard Deviation(%) | NA | 10.3 | 11.1 | 15.4 | 18.7 | 15.8 | 16.4 | 11.8 | 21.1 | 12.4 | 30.0 | 11.1 | 14.3 | 6.3 | 14.3 | 13.9 | 10.4 | 10.4 | 13.2 | 23.7 | 19.6 | 18.9 |
Treynor Ratio | NA | 0.09 | 0.14 | 0.01 | 0.07 | 0.07 | 0.1 | 0.19 | -0.18 | 0.17 | 0.15 | 0.24 | -0.11 | 0.3 | 0.07 | -0.02 | 0.05 | 0.31 | 0.24 | -0.08 | 0.09 | 0.51 |
Alpha | NA | 0.04 | 0.04 | 0.02 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.03 | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.03 | 0.04 | 0.02 | 0.03 | -0.01 | 0.0 |
Beta | NA | 0.9 | 0.89 | 0.95 | 0.98 | 0.95 | 0.92 | 0.9 | 1.0 | 0.89 | 1.0 | 1.01 | 1.01 | 0.81 | 0.82 | 0.88 | 0.9 | 0.81 | 0.81 | 0.89 | 0.91 | 0.85 |
RSquared | NA | 0.79 | 0.85 | 0.88 | 0.92 | 0.91 | 0.93 | 0.87 | 0.92 | 0.81 | 0.95 | 0.9 | 0.92 | 0.84 | 0.94 | 0.92 | 0.87 | 0.89 | 0.95 | 0.97 | 0.97 | 0.94 |
Yield(%) | N/A | 0.4 | 4.1 | 4.2 | 4.3 | 4.9 | N/A | 4.4 | 2.0 | 7.7 | 1.7 | 3.4 | 6.4 | 8.2 | 5.2 | 4.2 | 2.7 | 3.1 | 3.4 | 3.0 | 2.9 | 1.4 |
Dividend Growth(%) | N/A | -88.9 | 77.2 | 42.3 | -15.1 | N/A | N/A | 77.2 | -72.1 | 401.1 | -36.8 | -56.6 | -7.8 | 62.2 | 15.6 | 58.7 | 3.4 | 5.4 | 3.7 | 4.9 | 161.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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