CWICX
American Funds Capital World Gr&Inc-529C
$62.64
-0.18 (-0.29%)
Currency in USD / Last Updated: 4/25/2024
Category | World Large |
---|---|
Market Cap | 121429.518M |
52 Week High | 64.51 |
52 Week Low | 51.702 |
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Key Data
Symbol | CWICX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 62.64 |
Price Yesterday | 62.82 |
Market Cap | 121,429.52 |
YTD Return | 4.97% |
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 | 64.51 |
---|---|
52 Week Low | 51.70 |
Market Cap | 121,429.52M |
Shares Outstanding | 1,938.53M |
Income Dividend Yield | 0.65% |
Long Term Dividend Yield | 1.87% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.52% |
Returns Annualized
One Day | -51.51% |
---|---|
Five Days | 65.17% |
One Months | -24.31% |
Three Months | 18.06% |
Six Months | 43.49% |
Nine Months | 12.80% |
One Year | 18.83% |
Three Years | 2.68% |
Five Years | 7.90% |
Ten Years | 6.77% |
YTD | 16.51% |
Since Inception | 7.69% |
Returns Total
One Day | -0.29% |
---|---|
Five Days | 1.00% |
One Month | -2.40% |
Three Months | 4.23% |
Six Months | 19.59% |
Nine Months | 9.49% |
One Year | 18.81% |
Three Years | 8.24% |
Five Years | 46.16% |
Ten Years | 92.20% |
YTD | 4.97% |
Since Inception | 412.73% |
Yearly Returns
2024 | 4.97% |
---|---|
2023 | 19.82% |
2022 | -17.95% |
2021 | 13.87% |
2020 | 14.48% |
2019 | 24.31% |
2018 | -11.00% |
2017 | 23.64% |
2016 | 5.59% |
2015 | -3.03% |
Risk against SP-DA
Alpha | -5.53% |
---|---|
Beta | 0.92 |
Correlation | 97.76% |
Downside Deviation | 2.74% |
Coefficient of determination | 95.58% |
Standard Deviation | 3.21% |
Sharpe Ratio | -0.64 |
Sortino | -2.61 |
Treynor | 14.58 |
Ulcer Index | 3.29 |
Ulcer Performance Index | -2.17 |