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RWIBX: CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2 (MUTUAL FUND)
Basic Info 62.76 0.54(0.87%) May 03
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (58%) |
Start Date: | 06/10/2002 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 2.81% |
Expenses | 0.53% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 6.1 | 19.8 | 3.3 | 8.0 | 6.7 | 9.3 | 7.5 | 7.9 | 19.9 | -17.9 | 13.9 | 14.5 | 24.3 | -11.0 | 23.7 | 5.7 | -2.9 | 3.2 | 24.0 | 18.2 | -8.2 | 6.9 | 31.2 | -38.9 | 16.4 | 21.3 | 13.8 | 17.9 | 37.9 | -11.5 |
Sharpe Ratio | NA | 1.42 | 1.44 | 0.06 | 0.34 | 0.36 | NA | NA | 0.39 | 1.34 | -0.92 | 1.12 | 0.47 | 2.06 | -0.86 | 3.69 | 0.39 | -0.21 | 0.31 | 2.29 | 1.38 | -0.35 | 0.35 | 1.25 | -1.06 | 0.85 | 1.64 | 1.26 | 1.46 | 3.56 | -1.19 |
Draw Down(%) | NA | 4.6 | 10.1 | 27.6 | 32.0 | 32.0 | NA | NA | 54.6 | 10.1 | 27.6 | 5.9 | 32.0 | 6.3 | 21.1 | 2.6 | 10.9 | 14.4 | 8.9 | 8.2 | 11.4 | 23.1 | 16.6 | 24.0 | 49.7 | 11.3 | 12.9 | 6.8 | 9.2 | 12.7 | 22.8 |
Standard Deviation(%) | NA | 10.7 | 11.1 | 15.4 | 18.7 | 15.8 | NA | NA | 17.5 | 11.8 | 21.1 | 12.4 | 30.0 | 11.1 | 14.3 | 6.3 | 14.3 | 14.0 | 10.4 | 10.5 | 13.3 | 23.7 | 19.6 | 24.8 | 37.4 | 15.9 | 11.0 | 9.2 | 11.6 | 10.4 | 17.2 |
Treynor Ratio | NA | 0.17 | 0.18 | 0.01 | 0.07 | 0.06 | NA | NA | 0.08 | 0.18 | -0.19 | 0.15 | 0.14 | 0.23 | -0.12 | 0.29 | 0.07 | -0.03 | 0.04 | 0.3 | 0.23 | -0.09 | 0.07 | 0.37 | -0.47 | 0.16 | 0.24 | 0.16 | 0.25 | 0.61 | -0.36 |
Alpha | NA | 0.02 | 0.03 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.03 | 0.04 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | -0.03 |
Beta | NA | 0.88 | 0.87 | 0.95 | 0.98 | 0.95 | NA | NA | 0.86 | 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 | 0.83 | 0.85 | 0.83 | 0.74 | 0.75 | 0.68 | 0.61 | 0.56 |
RSquared | NA | 0.79 | 0.84 | 0.88 | 0.92 | 0.91 | NA | NA | 0.91 | 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 | 0.96 | 0.97 | 0.96 | 0.91 | 0.71 | 0.6 | 0.74 | 0.74 |
Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 1.1 | 6.6 | 0.7 | 2.2 | 5.4 | 7.0 | 4.7 | 3.1 | 1.6 | 1.9 | 2.3 | 1.9 | 1.9 | 2.4 | 2.0 | 9.9 | 6.4 | 5.8 | 4.3 | 3.4 | 0.0 |
Dividend Growth(%) | N/A | -94.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 144.8 | -82.6 | 1002.9 | -61.5 | -67.0 | -9.8 | 54.5 | 38.5 | 104.3 | -2.8 | -1.4 | 7.4 | 4.6 | 1.6 | -27.3 | -78.6 | 74.6 | 21.0 | 50.0 | 71.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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