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WBFBX: CAPITAL WORLD BOND FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/22/2000 |
Last Dividend Date: | 12/16/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.64% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.3 | 0.7 | 4.7 | 4.4 | 2.2 | 1.5 | -4.9 | 0.8 | -3.7 | 6.6 | 3.0 | 5.2 | 9.8 | -1.4 | 7.8 | 6.8 | -3.6 | 9.9 | 18.6 | 15.8 | 0.7 | 2.4 |
Sharpe Ratio | NA | -0.42 | -0.33 | -0.04 | 0.4 | NA | 0.57 | 1.62 | 0.25 | -1.05 | 0.25 | -0.78 | 2.15 | 0.74 | 1.0 | 1.47 | -0.28 | 1.22 | 0.67 | -1.07 | 1.09 | 2.19 | 2.47 | -0.29 | -0.15 |
Draw Down(%) | NA | 8.9 | 9.1 | 9.1 | 15.1 | NA | 15.1 | 1.6 | 8.9 | 6.1 | 4.5 | 6.9 | 1.9 | 4.9 | 5.5 | 7.0 | 15.1 | 2.8 | 3.9 | 5.9 | 7.8 | 8.3 | 3.5 | 4.7 | 5.3 |
Standard Deviation(%) | NA | 5.3 | 4.6 | 4.3 | 5.1 | NA | 5.7 | 5.0 | 5.1 | 4.6 | 3.3 | 4.8 | 3.1 | 4.0 | 5.1 | 6.6 | 8.1 | 3.9 | 5.2 | 5.4 | 8.2 | 8.2 | 5.9 | 5.7 | 6.9 |
Treynor Ratio | NA | -0.04 | -0.03 | 0.0 | 0.04 | NA | 0.06 | 0.14 | 0.02 | -0.1 | 0.02 | -0.07 | 0.14 | 0.07 | 0.11 | 0.19 | -0.04 | 0.09 | 0.06 | -0.1 | 0.13 | 0.25 | 0.24 | -0.03 | -0.02 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.61 | 0.55 | 0.55 | 0.53 | NA | 0.57 | 0.59 | 0.59 | 0.51 | 0.51 | 0.56 | 0.48 | 0.44 | 0.46 | 0.52 | 0.61 | 0.53 | 0.61 | 0.58 | 0.71 | 0.72 | 0.62 | 0.5 | 0.5 |
RSquared | NA | 0.9 | 0.84 | 0.81 | 0.8 | NA | 0.81 | 0.93 | 0.88 | 0.8 | 0.75 | 0.75 | 0.79 | 0.75 | 0.76 | 0.82 | 0.85 | 0.72 | 0.8 | 0.85 | 0.9 | 0.93 | 0.86 | 0.83 | 0.54 |
Yield(%) | N/A | 0.7 | 0.9 | 1.4 | 2.5 | 3.6 | N/A | 0.0 | 0.9 | 0.1 | 2.1 | 1.5 | 3.0 | 2.8 | 3.3 | 3.2 | 3.4 | 4.9 | 2.7 | 4.1 | 3.4 | 4.5 | 2.2 | 1.6 | 2.9 |
Dividend Growth(%) | N/A | 250.0 | -59.7 | -57.5 | N/A | N/A | N/A | -100.0 | 1600.0 | -97.6 | 35.5 | -50.0 | 10.7 | -15.2 | 10.0 | -10.4 | -28.7 | 88.0 | -38.3 | 26.6 | -12.3 | 128.1 | 33.3 | -44.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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