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American Funds Capital World Gr&Inc C (CWGCX)

62.84 +0.56 (+0.90%)
At close: 5:27 PM EDT

Fund Summary

The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.26%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 6

Performance & Risk

YTD Return 4.97%
5y Average Return 7.94%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CWGCXCategory AverageCWGCXCategory AverageCWGCXCategory Average
Alpha -1.63 -0.01 -1.43 -0.01 -1.16 -0
BETA 0.99 0.01 0.96 0.01 0.95 0.01
Mean Annual Return 0.53 0.01 0.85 0.01 0.66 0.01
R-squared 96.33 0.95 97.69 0.93 97.16 0.91
Standard Deviation 16.71 0.18 17.27 0.15 14.24 0.15
Sharpe Ratio 0.21 0.01 0.46 0.01 0.45 0.01
Treynor Ratio 2.21 0.12 7.15 0.12 5.88 0.09

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