Investment insights from Capital Group
Dividends can be an important component of total return
Data as at 30 September 2022. Returns in US dollars. Source: Standard & Poor’s
*Total return for the S&P 500 was negative. Dividends provided a 1.8% annualised return over the decade.
Stocks can shift between value and growth classifications
Company examples shown for illustrative purposes only.
Data as at 30 June 2022. Graphic shows examples of companies that have been classified as either 100% growth or value at certain times in the Russell 1000 Index over past 20 years. Companies were in the top 20 in terms of weighting in the index. Sources: Capital Group, FactSet
1. As at 26 October 2022. Based on the total return of the S&P 500 Dividends Aristocrats index versus the S&P 500 Composite index. Returns in US dollars.
Risk factors you should consider before investing:
Market Volatility
European Equity
U.S. Equities
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.