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American Funds Capital World Bond R4 (RCWEX)

16.36
-0.03
(-0.18%)
As of 8:07:04 AM EDT. Market Open.

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 9.97%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 8

Performance & Risk

YTD Return 5.77%
5y Average Return -1.61%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
RCWEXCategory AverageRCWEXCategory AverageRCWEXCategory Average
Alpha 0.16 -0.01 0.82 -0 -0.85 -0.01
BETA 1.27 0.01 1.31 0.01 1.26 0.01
Mean Annual Return 0.14 0 -0.06 0 0.06 0
R-squared 89.67 0.29 87.5 0.29 76.88 0.22
Standard Deviation 9.83 0.06 8.83 0.06 7.18 0.06
Sharpe Ratio -0.3 0 -0.4 0 -0.18 0
Treynor Ratio -2.74 0.03 -2.99 0.02 -1.23 -0.01

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