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American Funds Capital World Gro & Inc Fd;A

Ranked 5 out of 18 in Global Large-Cap Core over 12 months

All calculations are in USD unless stated

The Fund seeks long-term growth of capital while providing current income. The Fund invests primarily in stocks of well-established companies located around the world and that the investment adviser believes to be relatively resilient to market declines.

sector performance

Global Large-Cap Core
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 24.7% 7.4% 5.2% 5.0% 5.1%
2016 6.5% 0.3% 1.4% 5.0% -0.2%
2015 -2.2% 2.7% 0.3% -8.6% 4.0%
2014 4.0% 1.6% 4.4% -1.9% -0.1%
2013 24.8% 6.4% 0.9% 8.0% 7.7%
2012 19.1% 11.2% -3.6% 6.8% 4.0%
2011 -7.5% 3.6% 1.7% -17.9% 6.9%
2010 7.7% 0.2% -12.4% 16.8% 5.1%
2009 32.3% -10.5% 19.5% 18.8% 4.1%
2008 -38.4% -7.7% -2.5% -15.2% -19.3%
2007 17.5% 2.4% 8.9% 5.1% 0.3%
2006 22.4% 6.1% 0.5% 5.2% 9.1%
2005 14.7% 0.1% 0.5% 9.0% 4.6%
2004 19.4% 4.1% -0.7% 2.1% 13.2%
2003 39.1% -5.8% 18.2% 8.4% 15.2%
2002 -7.2% 5.4% -5.8% -15.2% 10.2%
2001 -5.0% -3.7% 3.9% -11.2% 7.0%
2000 1.4% 4.3% -1.1% -2.1% 0.4%
1999 27.3% 2.5% 7.4% -0.7% 16.4%
1998 16.2% 13.0% -1.0% -9.7% 15.0%
1997 18.0% 2.6% 11.4% 5.9% -2.6%
1996 21.5% 4.8% 3.0% 3.5% 8.8%
1995 21.4% 2.6% 7.1% 6.9% 3.3%
1994 1.2% -2.9% -0.9% 5.5% -0.3%
1993 1.7% 7.9% 11.0%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/03/1993
  • Share Class size57,060Mn
  • Base currencyUSD
  • ISINUS1405431099

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment50

Charges

  • Annual management0.38%
  • Initial investment5.75