WGIFX
American Funds Capital World Gr&Inc-F2
$66.65
-0.25 (-0.37%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 126159.122M |
| 52 Week High | 66.9 |
| 52 Week Low | 51.403 |
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Key Data
| Symbol | WGIFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 66.65 |
| Price Yesterday | 66.9 |
| Market Cap | 126,159.12 |
| YTD Return | 12.12% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0052 |
Overview
| 52 Week High | 66.90 |
|---|---|
| 52 Week Low | 51.40 |
| Market Cap | 126,159.12M |
| Shares Outstanding | 1,892.86M |
| Income Dividend Yield | 1.53% |
| Long Term Dividend Yield | 1.76% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.30% |
Returns Annualized
| One Day | -61.11% |
|---|---|
| Five Days | 117.72% |
| One Months | 31.84% |
| Three Months | 15.57% |
| Six Months | 28.54% |
| Nine Months | 35.52% |
| One Year | 22.71% |
| Three Years | 5.28% |
| Five Years | 10.14% |
| Ten Years | 8.07% |
| YTD | 24.85% |
| Since Inception | 7.72% |
Returns Total
| One Day | -0.37% |
|---|---|
| Five Days | 1.55% |
| One Month | 2.22% |
| Three Months | 3.62% |
| Six Months | 13.13% |
| Nine Months | 25.27% |
| One Year | 22.69% |
| Three Years | 16.61% |
| Five Years | 61.89% |
| Ten Years | 116.89% |
| YTD | 12.12% |
| Since Inception | 225.93% |
Yearly Returns
| 2024 | 12.12% |
|---|---|
| 2023 | 21.09% |
| 2022 | -17.10% |
| 2021 | 15.03% |
| 2020 | 15.68% |
| 2019 | 25.61% |
| 2018 | -10.07% |
| 2017 | 24.92% |
| 2016 | 6.75% |
| 2015 | -1.95% |
Risk against SP-DA
| Alpha | -3.42% |
|---|---|
| Beta | 0.89 |
| Correlation | 92.93% |
| Downside Deviation | 2.76% |
| Coefficient of determination | 86.35% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.56 |
| Sortino | -2.18 |
| Treynor | 19.49 |
| Ulcer Index | 3.2 |
| Ulcer Performance Index | -1.88 |