Nasdaq - Delayed Quote USD

American Funds Capital World Bond R3 (RCWCX)

16.13
-0.05
(-0.31%)
At close: 6:47:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.60%
5y Average Return -1.08%
Number of Years Up 14
Number of Years Down 8
Best 1Y Total Return (Apr 3, 2025) 9.64%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 9.64%
Worst 3Y Total Return -6.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RCWCX
Category
YTD
2.98%
-2.30%
1-Month
0.66%
-0.73%
3-Month
2.98%
1.24%
1-Year
1.79%
4.82%
3-Year
-1.93%
3.59%
5-Year
-1.58%
2.35%
10-Year
-0.06%
1.33%
Last Bull Market
4.58%
3.79%
Last Bear Market
-8.46%
-1.46%

Annual Total Return (%) History

Year
RCWCX
Category
2025
--
--
2024
-3.39%
--
2023
5.67%
--
2022
-17.66%
--
2021
-5.38%
--
2020
9.64%
8.35%
2019
7.44%
6.73%
2018
-1.78%
-1.48%

2017
7.01%
6.87%
2016
1.95%
3.63%
2015
-4.43%
-4.00%
2014
1.29%
1.72%
2013
-3.21%
-2.62%
2012
7.10%
8.09%
2011
3.46%
3.39%
2010
5.57%
6.35%
2009
10.27%
13.12%
2008
-0.98%
-1.57%
2007
8.20%
7.28%
2006
7.30%
5.42%
2005
-3.29%
-3.33%
2004
10.95%
8.98%
2003
18.35%
13.79%
2002
--
14.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.98% -- -- --
2024 -2.26% -1.53% 6.81% -6.02%
2023 2.76% -1.56% -4.15% 8.98%
2022 -8.20% -8.46% -7.30% 5.71%
2021 -4.71% 1.34% -0.84% -1.19%
2020 -2.75% 5.06% 2.82% 4.36%
2019 2.39% 3.82% 0.29% 0.78%
2018 1.94% -3.71% -0.94% 1.02%
2017 2.37% 2.58% 1.61% 0.29%
2016 5.27% 2.25% 1.39% -6.58%

2015 -0.62% -2.36% -0.26% -1.24%
2014 2.66% 2.75% -2.85% -1.16%
2013 -1.77% -3.69% 2.11% 0.19%
2012 2.76% 0.45% 3.40% 0.34%
2011 1.49% 2.79% -1.57% 0.75%
2010 1.17% -1.63% 7.87% -1.66%
2009 -3.70% 6.71% 7.37% -0.06%
2008 4.90% -2.12% -5.56% 2.11%
2007 1.70% 0.09% 4.46% 1.76%
2006 0.24% 0.87% 2.83% 3.21%
2005 -2.10% 0.18% -0.16% -1.24%
2004 1.94% -3.65% 4.28% 8.32%
2003 3.98% 6.11% 2.12% 5.04%
2002 7.22% -- -- --

Rank in Category (By Total Return)

YTD 40
1-Month 38
3-Month 40
1-Year 79
3-Year 69
5-Year 87

Load Adjusted Returns

1-Year 1.79%
3-Year -1.93%
5-Year -1.58%
10-Year -0.06%

Performance & Risk

YTD Return 4.60%
5y Average Return -1.08%
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 2.98%
Yield 2.99%
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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