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American Funds Capital World Bond R5E (RCWHX)

16.16
0.00
(0.00%)
At close: May 16 at 8:02:04 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 10.21%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
RCWHXCategory AverageRCWHXCategory AverageRCWHXCategory Average
Alpha 0.37 -0.01 1.01 -0 -0.68 -0.01
BETA 1.27 0.01 1.31 0.01 1.25 0.01
Mean Annual Return 0.16 0 -0.04 0 0.07 0
R-squared 89.36 0.29 87.25 0.29 76.76 0.22
Standard Deviation 9.82 0.06 8.83 0.06 7.17 0.06
Sharpe Ratio -0.28 0 -0.38 0 -0.15 0
Treynor Ratio -2.57 0.03 -2.84 0.02 -1.09 -0.01

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