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American Funds Capital World Gr&Inc A (CWGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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64.50+0.75 (+1.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.37%
5-year average return8.85%
Number of years up23
Number of years down7
Best 1-yr total return (2 May 2024)32.25%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return32.25%
Worst 3-yr total return2.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCWGIXCategory
YTD4.87%12.08%
1-month-3.05%0.64%
3-month4.30%6.49%
1-year17.50%38.01%
3-year3.63%12.74%
5-year8.58%12.82%
10-year7.45%9.05%
Last bull market23.44%18.82%
Last bear market-14.77%-20.53%

Annual total return (%) history

Year
CWGIXCategory
2024
N/AN/A
2023
20.80%N/A
2022
-17.30%N/A
2021
14.78%N/A
2020
15.37%12.96%
2019
25.31%25.26%
2018
-10.25%-10.06%
2017
24.68%22.28%
2016
6.49%6.93%
2015
-2.18%-0.92%
2014
4.02%3.67%
2013
24.84%24.08%
2012
19.12%14.39%
2011
-7.53%-7.19%
2010
7.71%14.49%
2009
32.25%34.45%
2008
-38.38%-41.13%
2007
17.52%12.16%
2006
22.36%19.88%
2005
14.72%10.91%
2004
19.42%16.90%
2003
39.07%34.18%
2002
-7.15%-14.39%
2001
-4.96%-8.39%
2000
1.38%-3.51%
1999
27.30%35.82%
1998
16.20%16.44%
1997
17.99%9.96%
1996
21.54%15.68%
1995
21.39%14.17%
1994
1.22%-1.71%
1993
N/A35.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.17%N/AN/AN/A
20236.24%5.80%-3.88%11.81%
2022-7.55%-14.77%-7.24%13.15%
20214.38%5.68%-2.22%6.42%
2020-20.39%18.24%7.01%14.53%
201912.15%2.92%-0.66%9.28%
20180.34%0.12%1.15%-11.68%
20177.42%5.21%5.01%5.07%
20160.26%1.38%4.99%-0.21%
20152.65%0.26%-8.62%4.01%
20141.64%4.43%-1.94%-0.06%
20136.42%0.87%8.00%7.68%
201211.21%-3.63%6.84%4.03%
20113.63%1.66%-17.86%6.86%
20100.15%-12.43%16.83%5.13%
2009-10.45%19.51%18.75%4.07%
2008-7.70%-2.51%-15.15%-19.29%
20072.43%8.87%5.10%0.28%
20066.10%0.45%5.20%9.14%
20050.08%0.54%8.96%4.64%
20044.09%-0.70%2.10%13.16%
2003-5.77%18.20%8.38%15.21%
20025.43%-5.78%-15.18%10.21%
2001-3.73%3.88%-11.20%7.02%
20004.32%-1.09%-2.09%0.35%
19992.51%7.35%-0.65%16.43%
199812.98%-1.03%-9.65%15.02%
19972.64%11.44%5.87%-2.56%
19964.79%2.96%3.51%8.84%
19952.59%7.13%6.94%3.29%
1994-2.88%-0.87%5.47%-0.30%
19931.79%7.93%10.95%N/A

Rank in category (by total return)

YTD25
1-month21
3-month28
1-year27
3-year53
5-year46

Load adjusted returns

1-year10.74%
3-year1.61%
5-year7.30%
10-year6.81%