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American Funds Capital Income Bldr 529F3 (FWCBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.93+0.24 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.65%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (4 Jul 2024)15.30%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return15.30%
Worst 3-yr total return5.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFWCBXCategory
YTD4.55%8.60%
1-month0.64%0.11%
3-month0.71%4.82%
1-year10.17%25.33%
3-year3.72%8.02%
5-year6.17%8.06%
10-year5.03%6.03%
Last bull market15.70%13.54%
Last bear market-7.99%-13.20%

Annual total return (%) history

Year
FWCBXCategory
2024
N/AN/A
2023
9.25%N/A
2022
-6.88%N/A
2021
15.30%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.81%0.71%N/AN/A
20232.11%1.54%-3.66%9.37%
2022-1.76%-7.99%-7.51%11.37%
20215.02%4.65%-1.65%6.66%

Rank in category (by total return)

YTD49
1-month43
3-month44
1-year49
3-year22
5-year29

Load adjusted returns

1-year10.17%
3-year3.72%
5-year6.17%
10-year5.03%