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Nasdaq - Delayed Quote USD
American Funds Capital World Bond A (CWBFX)
16.16
-0.05
(-0.31%)
At close: April 4 at 8:03:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.30% |
| 5y Average Return | -0.96% |
| Number of Years Up | 26 |
| Number of Years Down | 11 |
| Best 1Y Total Return (Apr 4, 2025) | 9.90% |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | 9.90% |
| Worst 3Y Total Return | -6.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CWBFX
Category
- YTD
- 2.94%
- -2.30%
- 1-Month
- 0.62%
- -0.73%
- 3-Month
- 2.94%
- 1.24%
- 1-Year
- 1.87%
- 4.82%
- 3-Year
- -1.80%
- 3.59%
- 5-Year
- -1.42%
- 2.35%
- 10-Year
- 0.16%
- 1.33%
- Last Bull Market
- 4.64%
- 3.79%
- Last Bear Market
- -8.40%
- -1.46%
Annual Total Return (%) History
Year
CWBFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.94% | -- | -- | -- |
| 2024 | -2.22% | -1.55% | 6.90% | -5.97% |
| 2023 | 2.73% | -1.52% | -4.04% | 8.99% |
| 2022 | -8.19% | -8.40% | -7.31% | 5.81% |
| 2021 | -4.69% | 1.39% | -0.78% | -1.08% |
| 2020 | -2.69% | 5.10% | 2.92% | 4.41% |
| 2019 | 2.44% | 3.87% | 0.34% | 0.83% |
| 2018 | 2.00% | -3.65% | -0.88% | 1.08% |
| 2017 | 2.43% | 2.64% | 1.67% | 0.35% |
| 2016 | 5.40% | 2.27% | 1.48% | -6.51% |
| 2015 | -0.61% | -2.23% | -0.21% | -1.20% |
| 2014 | 2.74% | 2.82% | -2.80% | -1.06% |
| 2013 | -1.70% | -3.61% | 2.16% | 0.30% |
| 2012 | 2.78% | 0.58% | 3.49% | 0.41% |
| 2011 | 1.56% | 2.87% | -1.48% | 0.84% |
| 2010 | 1.30% | -1.54% | 7.94% | -1.57% |
| 2009 | -3.61% | 6.79% | 7.52% | -0.03% |
| 2008 | 5.02% | -2.03% | -5.51% | 2.26% |
| 2007 | 1.82% | 0.15% | 4.62% | 1.77% |
| 2006 | 0.32% | 0.93% | 2.94% | 3.24% |
| 2005 | -1.96% | 0.26% | -0.05% | -1.12% |
| 2004 | 2.03% | -3.57% | 4.39% | 8.45% |
| 2003 | 4.09% | 6.21% | 2.28% | 5.11% |
| 2002 | -0.21% | 6.80% | 1.83% | 7.31% |
| 2001 | -1.99% | -0.15% | 3.32% | 0.41% |
| 2000 | -1.34% | -0.20% | -1.87% | 5.01% |
| 1999 | -2.17% | -2.25% | 1.85% | -0.54% |
| 1998 | 1.39% | 1.72% | 4.30% | 2.34% |
| 1997 | -2.71% | 2.27% | 1.23% | -1.07% |
| 1996 | -1.29% | 0.90% | 2.96% | 3.70% |
| 1995 | 7.36% | 5.50% | 2.10% | 4.99% |
| 1994 | -2.58% | -1.90% | 1.05% | 2.06% |
| 1993 | 5.29% | 3.81% | 3.84% | 2.84% |
| 1992 | -2.14% | 4.79% | 1.01% | -2.68% |
| 1991 | 1.28% | 0.74% | 6.92% | 5.67% |
| 1990 | -3.20% | 4.71% | 3.51% | 6.42% |
| 1989 | -2.22% | 1.22% | 2.68% | 2.90% |
| 1988 | 1.95% | -3.55% | 0.66% | 3.77% |
| 1987 | 14.32% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 40 |
| 3-Month | 40 |
| 1-Year | 79 |
| 3-Year | 68 |
| 5-Year | 85 |
Load Adjusted Returns
| 1-Year | -1.95% |
| 3-Year | -3.05% |
| 5-Year | -2.17% |
| 10-Year | -0.23% |
Performance & Risk
| YTD Return | 4.30% |
| 5y Average Return | -0.96% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Bond |
| Fund Family | American Funds |
| Net Assets | 10.23B |
| YTD Return | 2.94% |
| Yield | 3.13% |
| Morningstar Rating | |
| Inception Date | Nov 20, 2015 |
Fund Summary
The fund will invest at least 80% of its assets in bonds and other debt securities, which may be represented by derivatives. It invests primarily in debt securities, including asset-backed and mortgage-backed securities and securities of governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars.
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