CWICX
American Funds Capital World Gr&Inc-529C
$66.33
-0.26 (-0.39%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 126108.589M |
| 52 Week High | 66.6 |
| 52 Week Low | 51.528 |
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Key Data
| Symbol | CWICX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 66.33 |
| Price Yesterday | 66.59 |
| Market Cap | 126,108.59 |
| YTD Return | 11.52% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0156 |
Overview
| 52 Week High | 66.60 |
|---|---|
| 52 Week Low | 51.53 |
| Market Cap | 126,108.59M |
| Shares Outstanding | 1,901.23M |
| Income Dividend Yield | 0.59% |
| Long Term Dividend Yield | 1.77% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.36% |
Returns Annualized
| One Day | -62.72% |
|---|---|
| Five Days | 113.54% |
| One Months | 30.59% |
| Three Months | 14.40% |
| Six Months | 27.21% |
| Nine Months | 34.14% |
| One Year | 21.46% |
| Three Years | 4.19% |
| Five Years | 9.01% |
| Ten Years | 6.94% |
| YTD | 23.57% |
| Since Inception | 7.91% |
Returns Total
| One Day | -0.39% |
|---|---|
| Five Days | 1.52% |
| One Month | 2.14% |
| Three Months | 3.36% |
| Six Months | 12.56% |
| Nine Months | 24.33% |
| One Year | 21.44% |
| Three Years | 13.04% |
| Five Years | 53.79% |
| Ten Years | 95.31% |
| YTD | 11.52% |
| Since Inception | 444.76% |
Yearly Returns
| 2024 | 11.52% |
|---|---|
| 2023 | 19.82% |
| 2022 | -17.95% |
| 2021 | 13.87% |
| 2020 | 14.48% |
| 2019 | 24.31% |
| 2018 | -11.00% |
| 2017 | 23.64% |
| 2016 | 5.58% |
| 2015 | -3.02% |
Risk against SP-DA
| Alpha | -4.60% |
|---|---|
| Beta | 0.89 |
| Correlation | 92.54% |
| Downside Deviation | 2.78% |
| Coefficient of determination | 85.64% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.68 |
| Sortino | -2.61 |
| Treynor | 18.15 |
| Ulcer Index | 3.29 |
| Ulcer Performance Index | -2.2 |