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American Funds Capital World Gr&Inc 529E (CWIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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66.16+0.58 (+0.88%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.46%
5-year average return9.28%
Number of years up16
Number of years down5
Best 1-yr total return (2 Jul 2024)31.80%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.80%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCWIEXCategory
YTD9.70%12.08%
1-month1.03%0.64%
3-month1.48%6.49%
1-year17.77%38.01%
3-year4.25%12.74%
5-year9.27%12.82%
10-year7.30%9.05%
Last bull market23.33%18.82%
Last bear market-14.83%-20.53%

Annual total return (%) history

Year
CWIEXCategory
2024
N/AN/A
2023
20.49%N/A
2022
-17.51%N/A
2021
14.47%N/A
2020
15.09%12.96%
2019
24.98%25.26%
2018
-10.54%-10.06%
2017
24.31%22.28%
2016
6.18%6.93%
2015
-2.50%-0.92%
2014
3.68%3.67%
2013
24.47%24.08%
2012
18.73%14.39%
2011
-7.84%-7.19%
2010
7.36%14.49%
2009
31.80%34.45%
2008
-38.59%-41.13%
2007
17.09%12.16%
2006
21.87%19.88%
2005
14.26%10.91%
2004
18.86%16.90%
2003
38.57%34.18%
2002
N/A-14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.10%1.48%N/AN/A
20236.17%5.72%-3.93%11.75%
2022-7.61%-14.83%-7.30%13.08%
20214.32%5.60%-2.28%6.33%
2020-20.43%18.17%6.96%14.44%
201912.09%2.84%-0.71%9.20%
20180.27%0.04%1.07%-11.76%
20177.33%5.13%4.95%4.97%
20160.18%1.30%4.92%-0.28%
20152.56%0.20%-8.71%3.92%
20141.54%4.34%-2.01%-0.14%
20136.37%0.77%7.93%7.59%
201211.10%-3.69%6.76%3.94%
20113.53%1.61%-17.93%6.76%
20100.08%-12.52%16.76%5.02%
2009-10.53%19.43%18.61%3.99%
2008-7.79%-2.61%-15.23%-19.34%
20072.34%8.77%5.00%0.18%
20065.98%0.35%5.09%9.04%
2005-0.02%0.43%8.84%4.55%
20043.97%-0.82%1.99%13.03%
2003-5.82%18.06%8.25%15.13%
2002-5.89%-15.25%10.02%N/A

Rank in category (by total return)

YTD45
1-month49
3-month50
1-year41
3-year58
5-year50

Load adjusted returns

1-year17.77%
3-year4.25%
5-year9.27%
10-year7.30%