Canada markets closed

American Funds Dvlpg Wld Gr&Inc 529E (CDWEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
10.50-0.02 (-0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.53%
5-Year Average Return1.10%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)27.34%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return27.34%
Worst 3-Yr Total Return-5.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCDWEXCategory
YTD2.23%8.73%
1-Month1.06%1.20%
3-Month1.54%5.47%
1-Year9.73%41.79%
3-Year-6.94%11.48%
5-Year2.35%12.18%
10-Year0.81%4.39%
Last Bull Market14.75%17.73%
Last Bear Market-12.25%-25.55%

Annual Total Return (%) History

Year
CDWEXCategory
2024
N/AN/A
2023
11.00%N/A
2022
-23.57%N/A
2021
0.23%N/A
2020
11.18%17.90%
2019
23.18%19.25%
2018
-15.12%-16.07%
2017
27.34%34.17%
2016
9.06%8.47%
2015
-17.78%-13.79%
2014
N/A-3.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.91%N/AN/AN/A
20233.73%4.87%-5.43%7.90%
2022-14.84%-12.25%-8.88%12.24%
20213.23%5.11%-4.74%-3.03%
2020-25.93%19.21%7.34%17.30%
20199.44%3.32%-3.43%12.81%
20180.92%-10.02%-1.46%-5.14%
20179.71%5.31%3.59%6.40%
20165.80%3.00%4.14%-3.90%
2015-0.79%-1.16%-15.25%-1.06%
20145.89%-4.29%-4.28%N/A

Rank In Category (By Total Return)

YTD76
1-Month70
3-Month80
1-Year79
3-Year68
5-Year79

Load Adjusted Returns

1-Year9.73%
3-Year-6.94%
5-Year2.35%
10-Year0.81%