Nasdaq - Delayed Quote USD

American Funds Capital World Bond Fund (CCWAX)

16.22
+0.06
+(0.37%)
At close: 6:45:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.99%
5y Average Return -1.37%
Number of Years Up 14
Number of Years Down 8
Best 1Y Total Return (May 9, 2025) 9.84%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 9.84%
Worst 3Y Total Return -6.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCWAX
Category
YTD
6.02%
-2.30%
1-Month
2.94%
-0.73%
3-Month
5.21%
1.24%
1-Year
7.90%
4.82%
3-Year
1.07%
3.59%
5-Year
-1.21%
2.35%
10-Year
0.32%
1.33%
Last Bull Market
4.55%
3.79%
Last Bear Market
-8.43%
-1.46%

Annual Total Return (%) History

Year
CCWAX
Category
2025
--
--
2024
-3.31%
--
2023
5.83%
--
2022
-17.53%
--
2021
-5.18%
--
2020
9.84%
8.35%
2019
7.64%
6.73%
2018
-1.59%
-1.48%

2017
7.18%
6.87%
2016
2.18%
3.63%
2015
-4.27%
-4.00%
2014
1.50%
1.72%
2013
-2.99%
-2.62%
2012
7.33%
8.09%
2011
3.73%
3.39%
2010
5.91%
6.35%
2009
10.62%
13.12%
2008
-0.66%
-1.57%
2007
8.52%
7.28%
2006
7.62%
5.42%
2005
-2.94%
-3.33%
2004
11.37%
8.98%
2003
18.79%
13.79%
2002
--
14.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.00% -- -- --
2024 -2.28% -1.49% 6.87% -6.01%
2023 2.78% -1.52% -4.10% 9.02%
2022 -8.16% -8.43% -7.29% 5.78%
2021 -4.64% 1.38% -0.84% -1.09%
2020 -2.74% 5.14% 2.91% 4.38%
2019 2.42% 3.84% 0.38% 0.82%
2018 2.03% -3.70% -0.89% 1.06%
2017 2.41% 2.66% 1.60% 0.34%
2016 5.41% 2.24% 1.43% -6.52%

2015 -0.57% -2.30% -0.21% -1.25%
2014 2.75% 2.74% -2.79% -1.10%
2013 -1.71% -3.62% 2.16% 0.25%
2012 2.81% 0.50% 3.48% 0.37%
2011 1.55% 2.85% -1.50% 0.82%
2010 1.24% -1.50% 7.91% -1.58%
2009 -3.62% 6.82% 7.43% 0.01%
2008 5.00% -2.03% -5.49% 2.18%
2007 1.81% 0.14% 4.55% 1.81%
2006 0.31% 0.92% 2.93% 3.28%
2005 -2.01% 0.24% -0.05% -1.13%
2004 1.98% -3.56% 4.38% 8.49%
2003 4.06% 6.19% 2.28% 5.11%
2002 7.04% 1.82% 7.36% --

Rank in Category (By Total Return)

YTD 41
1-Month 40
3-Month 39
1-Year 55
3-Year 75
5-Year 85

Load Adjusted Returns

1-Year 4.13%
3-Year -0.13%
5-Year -1.91%
10-Year -0.04%

Performance & Risk

YTD Return 4.99%
5y Average Return -1.37%
Rank in Category (ytd) 41
% 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 6.02%
Yield 3.02%
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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