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American Funds Dvlpg Wld Gr&Inc 529A (CDWAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.68+0.17 (+1.62%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.27%
5-Year Average Return1.31%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)27.61%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return27.61%
Worst 3-Yr Total Return-5.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCDWAXCategory
YTD2.51%8.73%
1-Month0.23%1.20%
3-Month-0.33%5.47%
1-Year4.68%41.79%
3-Year-6.90%11.48%
5-Year1.25%12.18%
10-Year0.75%4.39%
Last Bull Market14.84%17.73%
Last Bear Market-12.22%-25.55%

Annual Total Return (%) History

Year
CDWAXCategory
2024
N/AN/A
2023
11.28%N/A
2022
-23.51%N/A
2021
0.40%N/A
2020
11.34%17.90%
2019
23.35%19.25%
2018
-14.87%-16.07%
2017
27.61%34.17%
2016
9.12%8.47%
2015
-17.47%-13.79%
2014
N/A-3.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.85%-0.33%N/AN/A
20233.77%5.02%-5.49%8.04%
2022-14.86%-12.22%-8.85%12.27%
20213.17%5.21%-4.76%-2.88%
2020-25.96%19.25%7.38%17.44%
20199.37%3.36%-3.39%12.95%
20180.97%-9.98%-1.42%-4.99%
20179.77%5.36%3.65%6.45%
20165.72%3.16%4.05%-3.85%
2015-0.72%-1.08%-15.19%-0.91%
20146.00%-4.33%-4.26%N/A

Rank In Category (By Total Return)

YTD85
1-Month89
3-Month94
1-Year89
3-Year73
5-Year83

Load Adjusted Returns

1-Year1.01%
3-Year-8.00%
5-Year0.53%
10-Year0.39%