FWGIX
American Funds Capital World Gr&Inc-F3
$63.22
0.01 (0.02%)
Currency in USD / Last Updated: 4/24/2024
| Category | World Large |
|---|---|
| Market Cap | 121833.161M |
| 52 Week High | 64.84 |
| 52 Week Low | 51.74 |
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Key Data
| Symbol | FWGIX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 63.22 |
| Price Yesterday | 63.21 |
| Market Cap | 121,833.16 |
| YTD Return | 5.64% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0041 |
Overview
| 52 Week High | 64.84 |
|---|---|
| 52 Week Low | 51.74 |
| Market Cap | 121,833.16M |
| Shares Outstanding | 1,927.13M |
| Income Dividend Yield | 1.71% |
| Long Term Dividend Yield | 1.86% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.56% |
Returns Annualized
| One Day | 4.07% |
|---|---|
| Five Days | 72.56% |
| One Months | -21.79% |
| Three Months | 22.13% |
| Six Months | 43.45% |
| Nine Months | 15.45% |
| One Year | 18.80% |
| Three Years | 3.96% |
| Five Years | 9.18% |
| Ten Years | -999 |
| YTD | 19.17% |
| Since Inception | 9.54% |
Returns Total
| One Day | 0.02% |
|---|---|
| Five Days | 1.09% |
| One Month | -2.12% |
| Three Months | 5.12% |
| Six Months | 19.58% |
| Nine Months | 11.43% |
| One Year | 18.78% |
| Three Years | 12.34% |
| Five Years | 54.98% |
| Ten Years | -999 |
| YTD | 5.64% |
| Since Inception | 93.00% |
Yearly Returns
| 2024 | 5.64% |
|---|---|
| 2023 | 21.21% |
| 2022 | -17.01% |
| 2021 | 15.17% |
| 2020 | 15.76% |
| 2019 | 25.74% |
| 2018 | -9.97% |
| 2017 | 20.34% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -4.28% |
|---|---|
| Beta | 0.92 |
| Correlation | 98.01% |
| Downside Deviation | 2.68% |
| Coefficient of determination | 96.07% |
| Standard Deviation | 3.23% |
| Sharpe Ratio | -0.51 |
| Sortino | -2.14 |
| Treynor | 14.52 |
| Ulcer Index | 3.19 |
| Ulcer Performance Index | -1.8 |