Nasdaq - Delayed Quote USD

American Funds Capital World Bond R1 (RCWAX)

16.02
-0.01
(-0.06%)
At close: 8:02:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.27%
5y Average Return -2.00%
Number of Years Up 14
Number of Years Down 8
Best 1Y Total Return (May 16, 2025) 9.13%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 9.13%
Worst 3Y Total Return -6.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RCWAX
Category
YTD
5.83%
-2.30%
1-Month
2.92%
-0.73%
3-Month
5.08%
1.24%
1-Year
7.36%
4.82%
3-Year
0.48%
3.59%
5-Year
-1.80%
2.35%
10-Year
-0.31%
1.33%
Last Bull Market
4.27%
3.79%
Last Bear Market
-8.53%
-1.46%

Annual Total Return (%) History

Year
RCWAX
Category
2025
--
--
2024
-3.83%
--
2023
5.21%
--
2022
-18.02%
--
2021
-5.81%
--
2020
9.13%
8.35%
2019
6.92%
6.73%
2018
-2.26%
-1.48%

2017
6.49%
6.87%
2016
1.49%
3.63%
2015
-4.86%
-4.00%
2014
0.86%
1.72%
2013
-3.67%
-2.62%
2012
6.69%
8.09%
2011
2.96%
3.39%
2010
5.13%
6.35%
2009
9.74%
13.12%
2008
-1.39%
-1.57%
2007
7.72%
7.28%
2006
6.80%
5.42%
2005
-3.67%
-3.33%
2004
10.46%
8.98%
2003
17.85%
13.79%
2002
--
14.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.83% -- -- --
2024 -2.39% -1.65% 6.70% -6.12%
2023 2.62% -1.68% -4.17% 8.81%
2022 -8.32% -8.53% -7.42% 5.59%
2021 -4.85% 1.26% -0.95% -1.30%
2020 -2.86% 4.93% 2.73% 4.22%
2019 2.28% 3.67% 0.18% 0.65%
2018 1.83% -3.80% -1.07% 0.86%
2017 2.26% 2.47% 1.45% 0.17%
2016 5.21% 2.06% 1.30% -6.69%

2015 -0.76% -2.40% -0.37% -1.41%
2014 2.62% 2.60% -2.96% -1.29%
2013 -1.90% -3.77% 1.97% 0.06%
2012 2.67% 0.35% 3.33% 0.22%
2011 1.38% 2.69% -1.74% 0.65%
2010 1.06% -1.69% 7.74% -1.78%
2009 -3.82% 6.57% 7.30% -0.22%
2008 4.76% -2.21% -5.64% 2.01%
2007 1.61% -0.05% 4.38% 1.61%
2006 0.10% 0.73% 2.73% 3.11%
2005 -2.19% 0.06% -0.26% -1.32%
2004 1.84% -3.75% 4.18% 8.18%
2003 3.81% 6.01% 2.06% 4.93%
2002 1.63% 7.13% -- --

Rank in Category (By Total Return)

YTD 42
1-Month 40
3-Month 41
1-Year 67
3-Year 80
5-Year 89

Load Adjusted Returns

1-Year 7.36%
3-Year 0.48%
5-Year -1.80%
10-Year -0.31%

Performance & Risk

YTD Return 4.27%
5y Average Return -2.00%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category World Bond
Fund Family American Funds
Net Assets 10.03B
YTD Return 5.83%
Yield 2.52%
Morningstar Rating
Inception Date Oct 30, 2020

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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