CWIFX
American Funds Capital World Gr&Inc-529F
$62.99
0.01 (0.02%)
Currency in USD / Last Updated: 4/24/2024
Category | World Large |
---|---|
Market Cap | 121815.734M |
52 Week High | 64.62 |
52 Week Low | 51.614 |
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Key Data
Symbol | CWIFX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 62.99 |
Price Yesterday | 62.98 |
Market Cap | 121,815.73 |
YTD Return | 5.56% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0087 |
Overview
52 Week High | 64.62 |
---|---|
52 Week Low | 51.61 |
Market Cap | 121,815.73M |
Shares Outstanding | 1,933.89M |
Income Dividend Yield | 1.51% |
Long Term Dividend Yield | 1.86% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.38% |
Returns Annualized
One Day | 4.09% |
---|---|
Five Days | 71.51% |
One Months | -22.14% |
Three Months | 21.81% |
Six Months | 43.14% |
Nine Months | 15.19% |
One Year | 18.52% |
Three Years | 3.73% |
Five Years | 8.96% |
Ten Years | 7.75% |
YTD | 18.86% |
Since Inception | 8.69% |
Returns Total
One Day | 0.02% |
---|---|
Five Days | 1.08% |
One Month | -2.16% |
Three Months | 5.05% |
Six Months | 19.45% |
Nine Months | 11.24% |
One Year | 18.50% |
Three Years | 11.60% |
Five Years | 53.47% |
Ten Years | 110.66% |
YTD | 5.56% |
Since Inception | 529.08% |
Yearly Returns
2024 | 5.56% |
---|---|
2023 | 20.94% |
2022 | -17.20% |
2021 | 14.95% |
2020 | 15.59% |
2019 | 25.53% |
2018 | -10.11% |
2017 | 24.86% |
2016 | 6.64% |
2015 | -2.05% |
Risk against SP-DA
Alpha | -4.56% |
---|---|
Beta | 0.92 |
Correlation | 97.95% |
Downside Deviation | 2.70% |
Coefficient of determination | 95.93% |
Standard Deviation | 3.23% |
Sharpe Ratio | -0.54 |
Sortino | -2.23 |
Treynor | 14.23 |
Ulcer Index | 3.21 |
Ulcer Performance Index | -1.87 |