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American Funds Capital World Gr&Inc 529F (CWIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.47+0.26 (+0.40%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.34%
5-year average return9.62%
Number of years up16
Number of years down5
Best 1-yr total return (30 Jun 2024)32.48%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return32.48%
Worst 3-yr total return2.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCWIFXCategory
YTD8.78%12.08%
1-month3.69%0.64%
3-month4.03%6.49%
1-year23.52%38.01%
3-year4.37%12.74%
5-year10.80%12.82%
10-year7.73%9.05%
Last bull market23.50%18.82%
Last bear market-14.75%-20.53%

Annual total return (%) history

Year
CWIFXCategory
2024
N/AN/A
2023
20.94%N/A
2022
-17.19%N/A
2021
14.95%N/A
2020
15.59%12.96%
2019
25.54%25.26%
2018
-10.12%-10.06%
2017
24.86%22.28%
2016
6.64%6.93%
2015
-2.05%-0.92%
2014
4.14%3.67%
2013
25.04%24.08%
2012
19.27%14.39%
2011
-7.40%-7.19%
2010
7.90%14.49%
2009
32.48%34.45%
2008
-38.30%-41.13%
2007
17.67%12.16%
2006
22.48%19.88%
2005
14.73%10.91%
2004
19.21%16.90%
2003
38.90%34.18%
2002
N/A-14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.19%N/AN/AN/A
20236.27%5.81%-3.85%11.86%
2022-7.53%-14.75%-7.22%13.21%
20214.42%5.72%-2.17%6.44%
2020-20.36%18.31%7.07%14.58%
201912.19%2.97%-0.59%9.32%
20180.38%0.16%1.19%-11.65%
20177.45%5.26%5.06%5.08%
20160.29%1.42%5.03%-0.17%
20152.70%0.30%-8.58%4.03%
20141.66%4.47%-1.92%-0.02%
20136.48%0.90%8.05%7.70%
201211.24%-3.57%6.86%4.05%
20113.65%1.70%-17.83%6.91%
20100.22%-12.41%16.87%5.18%
2009-10.40%19.59%18.75%4.11%
2008-7.66%-2.48%-15.12%-19.28%
20072.49%8.89%5.14%0.29%
20066.13%0.49%5.21%9.16%
20050.03%0.51%9.02%4.67%
20044.06%-0.76%2.05%13.12%
2003-5.74%18.12%8.34%15.14%
200210.13%N/AN/AN/A

Rank in category (by total return)

YTD39
1-month72
3-month41
1-year34
3-year54
5-year44

Load adjusted returns

1-year23.52%
3-year4.37%
5-year10.80%
10-year7.73%