CWIEX
American Funds Capital World Gr&Inc-529E
$62.01
0.44 (0.71%)
Currency in USD / Last Updated: 4/22/2024
Category | World Large |
---|---|
Market Cap | 120112.127M |
52 Week High | 64.53 |
52 Week Low | 51.612 |
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Key Data
Symbol | CWIEX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 62.01 |
Price Yesterday | 61.57 |
Market Cap | 120,112.13 |
YTD Return | 3.98% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0102 |
Overview
52 Week High | 64.53 |
---|---|
52 Week Low | 51.61 |
Market Cap | 120,112.13M |
Shares Outstanding | 1,936.98M |
Income Dividend Yield | 1.17% |
Long Term Dividend Yield | 1.89% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.06% |
Returns Annualized
One Day | 502.71% |
---|---|
Five Days | -37.98% |
One Months | -36.46% |
Three Months | 18.00% |
Six Months | 40.35% |
Nine Months | 12.81% |
One Year | 16.57% |
Three Years | 3.26% |
Five Years | 8.21% |
Ten Years | 7.11% |
YTD | 13.62% |
Since Inception | 8.08% |
Returns Total
One Day | 0.71% |
---|---|
Five Days | -0.94% |
One Month | -3.53% |
Three Months | 4.22% |
Six Months | 18.29% |
Nine Months | 9.45% |
One Year | 16.48% |
Three Years | 10.08% |
Five Years | 48.23% |
Ten Years | 98.47% |
YTD | 3.98% |
Since Inception | 455.15% |
Yearly Returns
2024 | 3.98% |
---|---|
2023 | 20.50% |
2022 | -17.51% |
2021 | 14.47% |
2020 | 15.09% |
2019 | 24.98% |
2018 | -10.54% |
2017 | 24.31% |
2016 | 6.18% |
2015 | -2.50% |
Risk against SP-DA
Alpha | -5.21% |
---|---|
Beta | 0.92 |
Correlation | 97.58% |
Downside Deviation | 2.72% |
Coefficient of determination | 95.21% |
Standard Deviation | 3.22% |
Sharpe Ratio | -0.6 |
Sortino | -2.45 |
Treynor | 12.17 |
Ulcer Index | 3.25 |
Ulcer Performance Index | -2.06 |