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American Funds Capital World Bond A (CWBFX)

15.72 -0.04 (-0.25%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.64%
Worst 1Y Total Return --
Number of Years Up 26
Number of Years Down 10

Performance & Risk

YTD Return -4.58%
5y Average Return -1.74%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CWBFXCategory AverageCWBFXCategory AverageCWBFXCategory Average
Alpha -1.2 -0.01 -1.1 -0 -1.66 -0.01
BETA 1.3 0.01 1.27 0.01 1.23 0.01
Mean Annual Return -0.41 0 -0.08 0 0 0
R-squared 91.35 0.29 83.04 0.29 74.38 0.22
Standard Deviation 9.84 0.06 8.54 0.06 6.85 0.06
Sharpe Ratio -0.81 0 -0.37 0 -0.21 0
Treynor Ratio -6.37 0.03 -2.76 0.02 -1.36 -0.01

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