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RWIGX: CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6 (MUTUAL FUND)
Basic Info 82.42 0.04(0.05%) June 04
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 11.43% |
| Expenses | 0.53% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 15.7 | 33.0 | 23.0 | 11.7 | 12.5 | 10.5 | 11.6 | 25.1 | 14.2 | 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 | 2.38 | 2.36 | 1.41 | 0.6 | 0.67 | NA | 0.66 | 1.42 | 0.89 | 1.51 | -0.88 | 1.22 | 0.51 | 2.18 | -0.8 | 3.91 | 0.42 | -0.14 | 0.42 | 2.42 | 1.49 | -0.31 | 0.41 | 2.3 |
| Draw Down(%) | NA | 10.5 | 10.5 | 15.5 | 27.0 | 32.0 | NA | 32.0 | 15.5 | 8.4 | 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 | 16.8 | 13.5 | 13.9 | 15.3 | 16.2 | NA | 16.2 | 15.7 | 11.8 | 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 | 0.46 | 0.36 | 0.21 | 0.1 | 0.11 | NA | 0.12 | 0.22 | 0.12 | 0.2 | -0.19 | 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 | 0.03 | 0.02 | 0.02 | 0.01 | 0.01 | NA | 0.01 | -0.02 | 0.03 | 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 | 0.87 | 0.88 | 0.91 | 0.95 | 0.96 | NA | 0.92 | 1.0 | 0.87 | 0.9 | 1.0 | 0.91 | 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 | 0.9 | 0.86 | 0.83 | 0.87 | 0.9 | NA | 0.92 | 0.83 | 0.78 | 0.87 | 0.92 | 0.87 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | 12.2 | 8.8 | 4.4 | 2.0 | 7.7 | 1.7 | 3.4 | 6.4 | 8.1 | 5.2 | 4.2 | 2.7 | 3.0 | 3.4 | 3.0 | 2.9 | 1.4 |
| Dividend Growth(%) | N/A | -96.6 | N/A | N/A | N/A | N/A | N/A | N/A | 48.5 | 132.5 | 78.2 | -72.3 | 402.0 | -37.0 | -56.6 | -7.8 | 62.4 | 15.9 | 58.9 | 4.2 | 3.0 | 4.9 | 5.5 | 163.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2009
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