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American Funds Capital World Gr&Inc F2 (WGIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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63.11+0.49 (+0.78%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.95%
5-Year Average Return8.84%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2024)32.65%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return32.65%
Worst 3-Yr Total Return2.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWGIFXCategory
YTD8.23%12.08%
1-Month3.49%0.64%
3-Month8.23%6.49%
1-Year23.28%38.01%
3-Year6.17%12.74%
5-Year10.10%12.82%
10-Year8.15%9.05%
Last Bull Market32.43%18.82%
Last Bear Market-14.73%-20.53%

Annual Total Return (%) History

Year
WGIFXCategory
2024
N/AN/A
2023
21.09%N/A
2022
-17.10%N/A
2021
15.03%N/A
2020
15.68%12.96%
2019
25.61%25.26%
2018
-10.07%-10.06%
2017
24.92%22.28%
2016
6.76%6.93%
2015
-1.95%-0.92%
2014
4.26%3.67%
2013
25.18%24.08%
2012
19.44%14.39%
2011
-7.32%-7.19%
2010
7.98%14.49%
2009
32.65%34.45%
2008
N/A-41.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
20236.30%5.87%-3.83%11.88%
2022-7.50%-14.73%-7.18%13.23%
20214.43%5.74%-2.15%6.46%
2020-20.33%18.31%7.09%14.60%
201912.23%2.98%-0.60%9.33%
20180.39%0.17%1.21%-11.64%
20177.46%5.27%5.07%5.11%
20160.32%1.44%5.06%-0.15%
20152.72%0.33%-8.57%4.05%
20141.68%4.52%-1.89%-0.02%
20136.53%0.92%8.10%7.72%
201211.25%-3.52%6.92%4.08%
20113.66%1.73%-17.81%6.94%
20100.22%-12.41%16.91%5.23%
2009-10.35%19.58%18.79%4.16%
2008-19.23%N/AN/AN/A

Rank In Category (By Total Return)

YTD38
1-Month35
3-Month38
1-Year30
3-Year56
5-Year45

Load Adjusted Returns

1-Year23.28%
3-Year6.17%
5-Year10.10%
10-Year8.15%