Nasdaq - Delayed Quote USD

American Funds Capital World Bond C (CWBCX)

15.44 -0.03 (-0.19%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.79%
5y Average Return -2.46%
Number of Years Up 15
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 9.78%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 9.78%
Worst 3Y Total Return -6.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CWBCX
Category
YTD
-2.39%
-2.30%
1-Month
0.57%
-0.73%
3-Month
-2.39%
1.24%
1-Year
-0.03%
4.82%
3-Year
-6.00%
3.59%
5-Year
-2.05%
2.35%
10-Year
-0.96%
1.33%
Last Bull Market
1.29%
3.79%
Last Bear Market
-8.56%
-1.46%

Annual Total Return (%) History

Year
CWBCX
Category
2024
--
--
2023
5.07%
--
2022
-18.16%
--
2021
-5.82%
--
2020
9.09%
8.35%
2019
6.87%
6.73%
2018
-2.30%
-1.48%
2017
6.42%
6.87%

2016
1.43%
3.63%
2015
-4.95%
-4.00%
2014
0.80%
1.72%
2013
-3.71%
-2.62%
2012
6.62%
8.09%
2011
2.98%
3.39%
2010
5.10%
6.35%
2009
9.78%
13.12%
2008
-1.42%
-1.57%
2007
7.73%
7.28%
2006
6.79%
5.42%
2005
-3.69%
-3.33%
2004
10.52%
8.98%
2003
17.90%
13.79%
2002
15.53%
14.10%
2001
--
1.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -2.39% -- -- --
2023 2.59% -1.67% -4.23% 8.76%
2022 -8.36% -8.56% -7.50% 5.59%
2021 -4.81% 1.18% -0.98% -1.24%
2020 -2.89% 4.96% 2.72% 4.19%
2019 2.23% 3.69% 0.16% 0.66%
2018 1.83% -3.86% -1.04% 0.85%
2017 2.26% 2.42% 1.44% 0.16%
2016 5.17% 2.05% 1.31% -6.72%
2015 -0.77% -2.47% -0.37% -1.42%

2014 2.56% 2.55% -2.93% -1.28%
2013 -1.92% -3.81% 1.99% 0.07%
2012 2.62% 0.38% 3.25% 0.25%
2011 1.39% 2.66% -1.70% 0.65%
2010 1.07% -1.71% 7.73% -1.80%
2009 -3.80% 6.61% 7.27% -0.22%
2008 4.82% -2.25% -5.67% 2.01%
2007 1.61% -0.04% 4.40% 1.60%
2006 0.13% 0.69% 2.75% 3.09%
2005 -2.19% 0.06% -0.26% -1.33%
2004 1.82% -3.77% 4.20% 8.24%
2003 3.89% 5.98% 2.07% 4.90%
2002 -0.45% 6.64% 1.64% 7.07%
2001 -0.68% 3.05% 0.19% --

Rank in Category (By Total Return)

YTD 69
1-Month 62
3-Month 69
1-Year 78
3-Year 87
5-Year 75

Load Adjusted Returns

1-Year -1.01%
3-Year -6.00%
5-Year -2.05%
10-Year -0.96%

Performance & Risk

YTD Return -4.79%
5y Average Return -2.46%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category World Bond
Fund Family American Funds
Net Assets 9.67B
YTD Return -2.39%
Yield 1.96%
Morningstar Rating
Inception Date Aug 01, 2008

Fund Summary

The fund will invest at least 80% of its assets in bonds and other debt securities, which may be represented by derivatives. It invests primarily in debt securities, including asset-backed and mortgage-backed securities and securities of governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars.

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