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American Funds Capital World Bond R3 (RCWCX)

15.89 +0.04 (+0.25%)
At close: May 31 at 8:00 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.27%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 7

Performance & Risk

YTD Return -3.66%
5y Average Return -2.05%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
RCWCXCategory AverageRCWCXCategory AverageRCWCXCategory Average
Alpha -1.36 -0.01 -1.23 -0 -1.86 -0.01
BETA 1.28 0.01 1.26 0.01 1.22 0.01
Mean Annual Return -0.54 0 -0.15 0 -0.05 0
R-squared 91.26 0.29 83.33 0.29 74.63 0.22
Standard Deviation 9.88 0.06 8.62 0.06 6.89 0.06
Sharpe Ratio -0.98 0 -0.46 0 -0.31 0
Treynor Ratio -7.7 0.03 -3.42 0.02 -1.92 -0.01

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