Nasdaq - Delayed Quote
USD
American Funds Cptl Wld Gr&Inc F-2 (WGIFX)
79.54
-0.07
(-0.09%)
At close: 6:49:43 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.18% |
|---|---|
| 5y Average Return | 10.39% |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 27, 2026) | 25.61% |
| Worst 1Y Total Return (Oct 27, 2026) | -- |
| Best 3Y Total Return | 25.61% |
| Worst 3Y Total Return | 2.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WGIFX
Category
- YTD
- 14.97%
- 12.08%
- 1-Month
- -1.29%
- 0.64%
- 3-Month
- -0.19%
- 6.49%
- 1-Year
- 20.05%
- 38.01%
- 3-Year
- 22.44%
- 12.74%
- 5-Year
- 11.88%
- 12.82%
- 10-Year
- 11.93%
- 9.05%
- Last Bull Market
- 31.56%
- 18.82%
- Last Bear Market
- -14.73%
- -20.53%
Annual Total Return (%) History
Year
WGIFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.27% | 16.68% | -0.19% | -- |
|
2025
|
-0.07% | 13.04% | 5.98% | 4.42% |
|
2024
|
8.23% | 1.62% | 5.74% | -1.84% |
|
2023
|
6.30% | 5.87% | -3.83% | 11.88% |
|
2022
|
-7.50% | -14.73% | -7.18% | 13.23% |
|
2021
|
4.43% | 5.74% | -2.15% | 6.46% |
|
2020
|
-20.33% | 18.31% | 7.09% | 14.60% |
|
2019
|
12.23% | 2.98% | -0.60% | 9.33% |
|
2018
|
0.39% | 0.17% | 1.21% | -11.64% |
|
2017
|
7.46% | 5.27% | 5.07% | 5.11% |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 34 |
|---|---|
| 3-Month | 75 |
| 1-Year | 11 |
| 3-Year | 11 |
| 5-Year | 18 |
Load Adjusted Returns
| 1-Year | 20.05% |
| 3-Year | 22.44% |
|---|---|
| 5-Year | 11.88% |
| 10-Year | 11.93% |
Performance & Risk
| YTD Return | 12.18% |
| 5y Average Return | 10.39% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Capital Group |
| Net Assets | 155.46B |
| YTD Return | 14.97% |
| Yield | 1.55% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
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.
