Nasdaq - Delayed Quote USD
American Funds Capital World Gr&Inc A (CWGIX)
56.84
-0.43
(-0.75%)
At close: 8:03:49 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -9.61% |
| 5y Average Return | 10.93% |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 7, 2025) | 25.31% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 25.31% |
| Worst 3Y Total Return | 2.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CWGIX
Category
- YTD
- -0.11%
- 12.08%
- 1-Month
- -3.56%
- 0.64%
- 3-Month
- -0.11%
- 6.49%
- 1-Year
- 5.17%
- 38.01%
- 3-Year
- 7.13%
- 12.74%
- 5-Year
- 13.59%
- 12.82%
- 10-Year
- 7.91%
- 9.05%
- Last Bull Market
- 10.65%
- 18.82%
- Last Bear Market
- -14.77%
- -20.53%
Annual Total Return (%) History
Year
CWGIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.11% | -- | -- | -- |
| 2024 | 8.17% | 1.56% | 5.67% | -1.89% |
| 2023 | 6.24% | 5.80% | -3.88% | 11.81% |
| 2022 | -7.55% | -14.77% | -7.24% | 13.15% |
| 2021 | 4.38% | 5.68% | -2.22% | 6.42% |
| 2020 | -20.39% | 18.24% | 7.01% | 14.53% |
| 2019 | 12.15% | 2.92% | -0.66% | 9.28% |
| 2018 | 0.34% | 0.12% | 1.15% | -11.68% |
| 2017 | 7.42% | 5.21% | 5.01% | 5.07% |
| 2016 | 0.26% | 1.38% | 4.99% | -0.21% |
| 2015 | 2.65% | 0.26% | -8.62% | 4.01% |
| 2014 | 1.64% | 4.43% | -1.94% | -0.06% |
| 2013 | 6.42% | 0.87% | 8.00% | 7.68% |
| 2012 | 11.21% | -3.63% | 6.84% | 4.03% |
| 2011 | 3.63% | 1.66% | -17.86% | 6.86% |
| 2010 | 0.15% | -12.43% | 16.83% | 5.13% |
| 2009 | -10.45% | 19.51% | 18.75% | 4.07% |
| 2008 | -7.70% | -2.51% | -15.15% | -19.29% |
| 2007 | 2.43% | 8.87% | 5.10% | 0.28% |
| 2006 | 6.10% | 0.45% | 5.20% | 9.14% |
| 2005 | 0.08% | 0.54% | 8.96% | 4.64% |
| 2004 | 4.09% | -0.70% | 2.10% | 13.16% |
| 2003 | -5.77% | 18.20% | 8.38% | 15.21% |
| 2002 | 5.43% | -5.78% | -15.18% | 10.21% |
| 2001 | -3.73% | 3.88% | -11.20% | 7.02% |
| 2000 | 4.32% | -1.09% | -2.09% | 0.35% |
| 1999 | 2.51% | 7.35% | -0.65% | 16.43% |
| 1998 | 12.98% | -1.03% | -9.65% | 15.02% |
| 1997 | 2.64% | 11.44% | 5.87% | -2.56% |
| 1996 | 4.79% | 2.96% | 3.51% | 8.84% |
| 1995 | 2.59% | 7.13% | 6.94% | 3.29% |
| 1994 | -2.88% | -0.87% | 5.47% | -0.30% |
| 1993 | 1.79% | 7.93% | 10.95% | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 45 |
| 3-Month | 37 |
| 1-Year | 51 |
| 3-Year | 37 |
| 5-Year | 60 |
Load Adjusted Returns
| 1-Year | -0.88% |
| 3-Year | 5.03% |
| 5-Year | 12.25% |
| 10-Year | 7.28% |
Performance & Risk
| YTD Return | -9.61% |
| 5y Average Return | 10.93% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | American Funds |
| Net Assets | 122.04B |
| YTD Return | -0.11% |
| Yield | 1.65% |
| Morningstar Rating | |
| Inception Date | Mar 04, 2002 |
Fund Summary
The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
Related Tickers
HJSIX Hennessy Japan Small Cap Institutional
16.04
+3.02%
HJPSX Hennessy Japan Small Cap Investor
16.29
+2.97%
FSHCX Fidelity Select Health Care Svcs Port
113.18
+2.65%
ISCAX Federated Hermes Intl Small-Mid Co A
37.98
+0.96%
ISCIX Federated Hermes Intl Small-Mid Co IS
39.23
+0.95%
ISCCX Federated Hermes Intl Small-Mid Co C
25.63
+0.95%
SAISX SA International Small Company
19.04
+0.90%
TGCEX TCW Concentrated Large Cap Growth I Cl
25.07
-0.95%
QLEIX AQR Long-Short Equity I
16.57
+0.85%
QLERX AQR Long-Short Equity R6
16.74
+0.84%
APDIX Artisan International Fund
26.86
+0.83%
QLENX AQR Long-Short Equity N
16.11
+0.81%
CPCEX Counterpoint Tactical Equity C
21.14
+0.71%
CPAEX Counterpoint Tactical Equity A
22.65
+0.71%
CPIEX Counterpoint Tactical Equity I
23.16
+0.70%
BCSFX Brown Capital Management International Small Company Fund
22.27
+0.68%
BCSVX Brown Capital Management International Small Company Fund
21.74
+0.65%
AIVGX American Funds International Vntg F-3
15.85
+0.63%
FISMX Fidelity International Small Cap
29.47
+0.61%
FIQIX Fidelity Advisor Intl Small Cap Z
29.64
+0.61%
FIXIX Fidelity Advisor Intl Small Cap I
29.68
+0.61%
FTISX Fidelity Advisor Intl Small Cap M
28.66
+0.60%
FIASX Fidelity Advisor Intl Small Cap A
28.81
+0.59%
FICSX Fidelity Advisor Intl Small Cap C
27.63
+0.58%
MIEIX MFS International Equity R6
32.66
+0.55%
FOPTX Fidelity Advisor Intl Sm Cap Opps M
17.84
+0.51%
FOPCX Fidelity Advisor Intl Sm Cap Opps C
16.89
+0.48%
FOPAX Fidelity Advisor Intl Sm Cap Opps A
18.16
+0.44%
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
18.47
+0.44%
FOPIX Fidelity Advisor Intl Sm Cap Opps I
18.53
+0.43%
FSCOX Fidelity International Small Cap Opp
18.56
+0.43%
FNORX Fidelity Nordic
55.79
+0.43%
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.43
+0.43%
FGRSX Federated Hermes Intl Leaders R6
35.32
+0.43%
FGFLX Federated Hermes Intl Leaders IS
35.37
+0.43%
FCIWX NYLI PineStone International Eq Cl R6
15.05
+0.40%
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.35
+0.37%
NFRFX Nuveen Floating Rate Income R6
17.71
+0.34%
NPSAX Nuveen Preferred Secs & Inc A
15.22
+0.33%
NPSRX Nuveen Preferred Secs & Inc I
15.24
+0.33%
NPSFX Nuveen Preferred Secs & Inc R6
15.27
+0.33%
FPEAX First Trust Preferred Sec & Inc A
19.00
+0.32%
NFRAX Nuveen Floating Rate Income A
17.61
+0.28%
NFRIX Nuveen Floating Rate Income I
17.63
+0.28%
RAIWX Manning & Napier Rainier Intl Discv W
21.48
+0.28%
CFRZX Columbia Floating Rate Inst
32.43
+0.28%
CFRYX Columbia Floating Rate Inst3
32.46
+0.28%
RFRFX Columbia Floating Rate Inst2
32.60
+0.28%
BISAX Brandes International Small Cap Equity Fund
18.82
+0.27%
BISMX Brandes International Small Cap Equity Fund
18.96
+0.26%
FPEIX First Trust Preferred Sec & Inc I
19.19
+0.26%
FPEFX First Trust Preferred Sec & Inc F
19.27
+0.26%
GIFPX Guggenheim Floating Rate Strats P
23.45
+0.26%
GIFIX Guggenheim Floating Rate Strats Instl
23.46
+0.26%
GIFSX Guggenheim Floating Rate Strats R6
23.47
+0.26%
TEBRX Teberg
20.79
-1.47%
BINCX Brandes International Small Cap Equity Fund
17.98
+0.22%
BISRX Brandes International Small Cap Equity Fund
19.09
+0.21%
FAOAX Fidelity Advisor Overseas A
30.01
+0.20%
FAOSX Fidelity Advisor Overseas Z
30.87
+0.19%
FAOIX Fidelity Advisor Overseas I
30.94
+0.19%
FOSKX Fidelity Overseas K
59.85
+0.18%
PWJZX PGIM Jennison International Opps Z
27.23
+0.18%
FOSFX Fidelity Overseas
60.19
+0.18%
NCOIX Nuveen High Yield Income I
17.12
+0.18%
NCSRX Nuveen High Yield Income R6
17.21
+0.17%
PRIDX T. Rowe Price International Discovery
57.80
+0.17%
TIDDX T. Rowe Price International Discovery I
57.89
+0.17%
FSPCX Fidelity Select Insurance Port
86.90
+0.17%
TRZKX T. Rowe Price International Discovery Z
58.51
+0.17%
FAERX Fidelity Advisor Overseas M
30.82
+0.16%
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.00
+0.16%
PWJAX PGIM Jennison International Opps A
26.64
+0.15%
HNINX Harbor International Retirement
42.24
+0.07%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
HMEZX NexPoint Merger Arbitrage Z
19.59
+0.05%
APHGX Artisan Global Value Fund
21.98
+0.05%
VEGBX Vanguard Emerging Markets Bond Admiral
22.84
+0.04%
GILHX Guggenheim Limited Duration Instl
24.51
0.00%
GIKRX Guggenheim Limited Duration R6
24.50
0.00%
GILDX Guggenheim Limited Duration A
24.51
-0.04%
GILPX Guggenheim Limited Duration P
24.50
-0.04%
GIOSX Guggenheim Macro Opportunities R6
24.37
-0.04%
GIOPX Guggenheim Macro Opportunities P
24.35
-0.04%
GIOAX Guggenheim Macro Opportunities A
24.34
-0.04%
GMOZX GMO High Yield I
16.37
-0.06%
GLFOX Lazard Global Listed Infrastructure Portfolio
15.84
-0.06%
GLIFX Lazard Global Listed Infrastructure Portfolio
15.83
-0.06%
CDSIX Calvert Short Duration Income Fund
15.77
-0.06%
CDSRX Calvert Short Duration Income R6
15.77
-0.06%
CSDAX Calvert Short Duration Income A
15.67
-0.06%
MOWIX Moerus Worldwide Value Institutional
15.05
-0.07%
MOWNX Moerus Worldwide Value N
15.01
-0.07%
GMODX GMO Opportunistic Income Fund
24.39
-0.08%
GIOIX Guggenheim Macro Opportunities Instl
24.37
-0.08%
FDVIX Fidelity Advisor Diversified Intl I
23.88
-0.08%
MIOFX Marsico International Opportunities
22.55
-0.09%
BUIIX Buffalo International Institutional
19.60
-0.10%
BUFIX Buffalo International
19.59
-0.10%
ARINX Archer Income
18.02
-0.11%