CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX)

Basic Info

CAPITAL WORLD GROWTH & INCOME FUND CLASS B started on 04/03/2000
CAPITAL WORLD GROWTH & INCOME FUND CLASS B is classified as asset class WORLD STOCK
CAPITAL WORLD GROWTH & INCOME FUND CLASS B expense ratio is 1.56%
CAPITAL WORLD GROWTH & INCOME FUND CLASS B rating is
Not Rated

CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) Dividend Info

CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) dividend growth in the last 12 months is 24.86%

The trailing 12-month yield of CAPITAL WORLD GROWTH & INCOME FUND CLASS B is 4.08%. its dividend history:

DateDividend
12/21/2016 1.426
09/14/2016 0.081
06/15/2016 0.241
03/16/2016 0.101
12/22/2015 0.903
09/16/2015 0.075
06/17/2015 0.321
03/13/2015 0.071
12/12/2014 0.195
09/19/2014 0.075
06/13/2014 0.325
03/14/2014 0.079
12/13/2013 0.163
09/20/2013 0.088
06/14/2013 0.339
03/15/2013 0.093
12/14/2012 0.197
09/21/2012 0.091
06/15/2012 0.344
03/16/2012 0.081
12/16/2011 0.186
09/16/2011 0.083
06/17/2011 0.327
03/18/2011 0.079
12/17/2010 0.13
09/17/2010 0.085
06/18/2010 0.338
03/19/2010 0.088
12/16/2009 0.112
09/25/2009 0.093
06/19/2009 0.346
03/20/2009 0.102
12/17/2008 0.25
09/24/2008 0.178
06/25/2008 0.349
03/20/2008 0.121
12/17/2007 3.546
09/21/2007 0.162
06/15/2007 0.313
03/16/2007 0.121
12/20/2006 1.966
09/19/2006 0.122
06/19/2006 0.22
03/17/2006 0.075
12/20/2005 1.665
09/23/2005 0.08
06/03/2005 0.135
03/18/2005 0.086
12/10/2004 1.033
09/24/2004 0.178
03/19/2004 0.095
12/12/2003 0.412
09/19/2003 0.096
06/06/2003 0.125
03/21/2003 0.11
12/12/2002 0.059
09/20/2002 0.102
06/07/2002 0.127
03/22/2002 0.066
12/13/2001 0.014
09/21/2001 0.082
06/08/2001 0.077
03/14/2001 0.297
12/14/2000 2.984
09/15/2000 0.122
06/02/2000 0.15

Dividend Growth History for CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2016
2016 $1.849 4.35% 34.96% -
2015 $1.37 2.99% 103.26% 34.96%
2014 $0.674 1.51% -1.32% 65.63%
2013 $0.683 1.81% -4.21% 39.37%
2012 $0.713 2.19% 5.63% 26.90%
2011 $0.675 1.88% 5.30% 22.33%
2010 $0.641 1.85% -1.84% 19.31%
2009 $0.653 2.41% -27.28% 16.03%
2008 $0.898 2.03% -78.32% 9.45%
2007 $4.142 9.88% 73.81% -8.57%
2006 $2.383 6.41% 21.21% -2.51%
2005 $1.966 5.86% 50.54% -0.56%
2004 $1.306 4.34% 75.77% 2.94%
2003 $0.743 3.30% 109.89% 7.26%
2002 $0.354 1.44% -24.68% 12.53%
2001 $0.47 1.78% -85.57% 9.56%
2000 $3.256 10.64% - -3.47%

Dividend Growth Chart for CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX)

CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) Historical Returns And Risk Info

From 04/03/2000 to 04/10/2017, the compound annualized total return (dividend reinvested) of CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is 2.536%. Its cumulative total return (dividend reinvested) is 53.039%.

From 04/03/2000 to 04/10/2017, the Maximum Drawdown of CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is 54.5%.

From 04/03/2000 to 04/10/2017, the Sharpe Ratio of CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is 0.06.

From 04/03/2000 to 04/10/2017, the Annualized Standard Deviation of CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is 23.0%.

From 04/03/2000 to 04/10/2017, the Beta of CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is 0.8.

Last 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 -9.6 -1.3 3.2 2.5 -43.4 5.7 -2.9 3.2 23.9 18.2 -8.2 6.9 31.3 -38.9 16.6 21.4 13.8 18.0 38.0 -7.9 -5.7 -2.9
Sharpe Ratio NA -0.62 -0.41 -0.12 -0.1 NA 0.06 -0.72 0.38 -0.21 0.31 2.28 1.38 -0.35 0.35 1.25 -1.06 0.86 1.65 1.27 1.47 3.58 -0.63 -0.7 -0.71
Draw Down(%) NA 47.4 47.4 47.4 54.5 NA 54.5 47.4 10.9 14.4 8.9 8.2 11.4 23.1 16.5 24.0 49.6 11.2 12.9 6.8 9.2 12.7 25.7 20.1 10.7
Standard Deviation(%) NA 64.5 38.8 31.0 28.3 NA 23.0 122.8 14.3 14.0 10.5 10.5 13.3 23.8 19.6 24.9 37.4 15.9 11.0 9.2 11.6 10.4 14.2 11.7 11.2
Treynor Ratio NA -0.48 -0.19 -0.05 -0.03 NA 0.02 -0.65 0.07 -0.03 0.04 0.29 0.23 -0.09 0.07 0.37 -0.47 0.16 0.25 0.16 0.25 0.61 -0.16 -0.15 -0.13
Alpha NA -0.18 -0.05 -0.02 -0.01 NA 0.0 -0.74 0.01 0.0 0.03 0.04 0.01 0.02 -0.01 0.0 0.0 0.01 0.0 0.01 0.01 0.04 0.0 0.02 0.03
Beta NA 0.83 0.86 0.85 0.86 NA 0.8 1.35 0.82 0.88 0.9 0.81 0.81 0.89 0.91 0.83 0.85 0.83 0.74 0.75 0.69 0.61 0.56 0.55 0.63
RSquare NA 0.05 0.16 0.23 0.62 NA 0.62 0.01 0.94 0.92 0.87 0.89 0.95 0.97 0.97 0.96 0.98 0.96 0.91 0.71 0.6 0.74 0.73 0.78 0.76
Yield(%) N/A 4.1 2.8 3.1 2.8 5.0 N/A 0.0 4.4 3.0 1.5 1.8 2.2 1.9 1.8 2.4 2.0 9.9 6.4 5.9 4.4 3.3 1.5 1.8 10.6
Dividend Growth(%) N/A 24.9 84.2 -25.3 N/A N/A N/A -100.0 35.0 101.5 0.0 -4.2 4.4 6.2 -1.5 -27.8 -78.3 73.2 21.3 50.4 77.0 105.6 -23.4 -85.5 N/A

Return Calculator for CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX)

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CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) Historical Return Chart

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CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 04/03/2000 to 04/10/2017, the worst annualized return of 3-year rolling returns for CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is -8.25%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 5-year rolling returns for CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is -1.13%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 10-year rolling returns for CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is 5.22%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 20-year rolling returns for CAPITAL WORLD GROWTH & INCOME FUND CLASS B (CWGBX) is NA.

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