WGIFX
American Funds Capital World Gr&Inc-F2
$64.72
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | World Large |
---|---|
Market Cap | 125280.448M |
52 Week High | 64.78 |
52 Week Low | 51.004 |
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Key Data
Symbol | WGIFX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 64.72 |
Price Yesterday | 64.72 |
Market Cap | 125,280.45 |
YTD Return | 8.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0052 |
Overview
52 Week High | 64.78 |
---|---|
52 Week Low | 51.00 |
Market Cap | 125,280.45M |
Shares Outstanding | 1,935.73M |
Income Dividend Yield | 1.57% |
Long Term Dividend Yield | 1.81% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.39% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -4.57% |
One Months | 54.15% |
Three Months | 38.70% |
Six Months | 47.58% |
Nine Months | 22.81% |
One Year | 23.62% |
Three Years | 6.20% |
Five Years | 10.13% |
Ten Years | 8.17% |
YTD | 38.70% |
Since Inception | 7.62% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.09% |
One Month | 3.49% |
Three Months | 8.23% |
Six Months | 21.09% |
Nine Months | 16.45% |
One Year | 23.28% |
Three Years | 19.67% |
Five Years | 61.80% |
Ten Years | 118.92% |
YTD | 8.23% |
Since Inception | 214.63% |
Yearly Returns
2024 | 8.23% |
---|---|
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 | -5.36% |
---|---|
Beta | 0.93 |
Correlation | 98.34% |
Downside Deviation | 2.75% |
Coefficient of determination | 96.71% |
Standard Deviation | 3.16% |
Sharpe Ratio | -0.69 |
Sortino | -2.74 |
Treynor | 23.4 |
Ulcer Index | 3.14 |
Ulcer Performance Index | -2.4 |