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American Funds - Capital World Growth & Income Fund Class R-2 Shares: (MF: RWIBX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:27 PM ET
$73.81 USD
+1.72 (2.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.77 | 21 |
| 3 months | 4.14 | 17 |
| 6 months | 10.11 | 27 |
| 1 Year | 23.77 | 21 |
| 3 Year | 18.82 | 36 |
| 5 Year | 9.33 | 39 |
| 10 Year | 9.44 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 201.84 |
| Bear Market (10/07 - 2/09) | -51.34 |
| Bull Market (2/09 - 3/21) | 456.01 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 15.87 |
| 5 Year | 8.11 |
| 10 Year | 8.83 |
| Since Inception | 9.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.31 | 12.75 | 5.72 | 4.14 |
| 2024 | 7.96 | 1.36 | 5.47 | -2.08 |
| 2023 | 6.03 | 5.61 | -4.06 | 11.61 |
| 2022 | -7.73 | -14.93 | -7.42 | 12.52 |
| 2021 | 4.16 | 5.49 | -2.40 | 6.19 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.77 | 13.02 | 19.90 | -18.24 | 13.89 | 14.51 | 24.34 | -10.96 | 17.82 | 5.72 |
| % Total Return Rel to Index | 2.42 | -6.19 | -4.51 | 0.85 | -4.26 | 0.44 | -0.86 | -0.53 | -2.29 | 0.38 |
| % Total Return Rel to Peer | 5.29 | 0.64 | 1.26 | 1.32 | -2.30 | -2.15 | -0.40 | -0.93 | -4.40 | 0.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 5.00 | 3.00 |
| % Dividends | 0.66 | 0.61 | 0.69 | 0.46 | 0.54 | 0.35 | 0.51 | 0.64 | 0.55 | 0.73 |
| % Yield | 0.81 | 0.87 | 0.95 | 0.86 | 0.78 | 0.57 | 0.93 | 1.37 | 1.02 | 1.56 |
| Capital Gains ($) | 6.34 | 3.89 | 0.94 | 0.00 | 3.31 | 0.00 | 0.39 | 2.11 | 0.00 | 1.24 |
| Expense Ratio | 1.50 | 1.50 | 1.51 | 1.53 | 1.51 | 1.52 | 1.54 | 1.54 | 1.54 | 1.54 |
* 1 = Top 20%, 5 = Bottom 20%