Investment insights from Capital Group
Historical calendar year results for a hypothetical 60/40 portfolio
Results in USD terms from 1 January 2002 to 31 December 2022 based on a hypothetical investment in 60% MSCI All Country World Index (net dividends reinvested), 40% Bloomberg Global Aggregate Total Return Index rebalanced monthly.
U.S. Equities
Market Volatility
European Equity
Past results are not predictive of results in future periods. It is not possible to invest directly in an index, which is unmanaged. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.