Nasdaq - Delayed Quote USD

American Funds Capital World Bond R5E (RCWHX)

16.16
0.00
(0.00%)
At close: May 16 at 8:02:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.66%
5y Average Return -1.06%
Number of Years Up 5
Number of Years Down 4
Best 1Y Total Return (May 16, 2025) 10.21%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 10.21%
Worst 3Y Total Return -5.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RCWHX
Category
YTD
6.21%
-2.30%
1-Month
3.02%
-0.73%
3-Month
5.34%
1.24%
1-Year
8.35%
4.82%
3-Year
1.46%
3.59%
5-Year
-0.86%
2.35%
10-Year
0.64%
1.33%
Last Bull Market
4.77%
3.79%
Last Bear Market
-8.34%
-1.46%

Annual Total Return (%) History

Year
RCWHX
Category
2025
--
--
2024
-2.96%
--
2023
6.20%
--
2022
-17.23%
--
2021
-4.90%
--
2020
10.21%
8.35%
2019
7.98%
6.73%
2018
-1.24%
-1.48%

2017
7.41%
6.87%
2016
2.45%
3.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.11% -- -- --
2024 -2.20% -1.40% 7.01% -5.96%
2023 2.83% -1.43% -3.96% 9.11%
2022 -8.08% -8.34% -7.24% 5.91%
2021 -4.59% 1.46% -0.71% -1.06%
2020 -2.62% 5.19% 3.00% 4.45%
2019 2.52% 3.95% 0.42% 0.91%
2018 2.13% -3.62% -0.81% 1.15%
2017 2.51% 2.72% 1.72% 0.28%
2016 5.46% 2.27% 1.53% -6.45%

Rank in Category (By Total Return)

YTD 37
1-Month 35
3-Month 38
1-Year 46
3-Year 64
5-Year 79

Load Adjusted Returns

1-Year 8.35%
3-Year 1.46%
5-Year -0.86%
10-Year 0.64%

Performance & Risk

YTD Return 4.66%
5y Average Return -1.06%
Rank in Category (ytd) 37
% 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 6.21%
Yield 3.40%
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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