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American Funds Capital World Gr&Inc529F2 (FCWGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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65.72+0.26 (+0.40%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.40%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 Jun 2024)21.10%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return21.10%
Worst 3-yr total return4.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFCWGXCategory
YTD8.82%12.08%
1-month3.69%0.64%
3-month4.06%6.49%
1-year23.68%38.01%
3-year4.49%12.74%
5-year10.81%12.82%
10-year7.66%9.05%
Last bull market23.56%18.82%
Last bear market-14.72%-20.53%

Annual total return (%) history

Year
FCWGXCategory
2024
N/AN/A
2023
21.10%N/A
2022
-17.09%N/A
2021
14.99%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.24%N/AN/AN/A
20236.30%5.87%-3.82%11.88%
2022-7.49%-14.72%-7.19%13.24%
20214.41%5.74%-2.17%6.46%

Rank in category (by total return)

YTD37
1-month72
3-month41
1-year32
3-year52
5-year44

Load adjusted returns

1-year23.68%
3-year4.49%
5-year10.81%
10-year7.66%