MARKET VOLATILITY

Guide to current markets and client concerns

Insights, tools and resources from Capital Group to help you support clients and build your business during unsteady markets.

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Views on the collapse of SVB Financial

Capital Group analysts weigh in on the sudden collapse of SVB Financial and what it means for risks in the banking system and the trajectory of Fed rate hikes.

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How to handle market declines

4 ways to stay calm when markets stumble

Consultations with experienced Capital Group portfolio, investment, and wealth strategists

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Keys to prevailing through market declines (PDF)

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Investment results

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Chart with headline that reads: Across seventeen bear markets, the equity-focused American Funds outpaced their benchmarks 77% of the time. Chart has legend of two squares. Blue square labeled: Fund outpaced benchmark. Raspberry square labeled: Fund lagged benchmark. Chart tracks performance of twenty American Funds through bear markets from their inception through May 31, 2020. Results of each fund are as follows: The Investment Company of America. Outpaced benchmark 1934-1935, 1937-1938, 1938-1939, 1939-1940, 1940-1942, 1956-1957, 1966, 1973-1974, 1980-1982, 1987, 2000-2002, 2007-2009, 2020. Lagged benchmark 1946-1947, 1948-1949, 1961-1962, 1968-1970. American Mutual Fund. Outpaced benchmark 1956-1957, 1961-1962, 1966, 1968-1970, 1973-1974, 1980-1982, 1987, 2000-2002, 2007-2009, 2020. Washington Mutual Investors Fund. Outpaced benchmark 1956-1957, 1961-1962, 1966, 1968-1970, 1973-1974, 1980-1982, 1987, 2000-2002, 2007-2009. Lagged benchmark 2020. AMCAP Fund. Lagged benchmark 1968-1970, 1973-1974. Outpaced benchmark 1980-1982, 1987, 2000-2002, 2007-2009, 2020. The Growth Fund of America. Outpaced benchmark 1980-1982, 1987, 2000-2002, 2007-2009, 2020. The Income Fund of America. Outpaced benchmark 1980-1982, 1987, 2000-2002. Lagged benchmark 2007-2009, 2020. New Perspective Fund. Outpaced benchmark 1980-1982, 2000-2002, 2007-2009, 2020. Lagged benchmark 1987. Fundamental Investors. Outpaced benchmark 1980-1982, 1987, 2000-2002, 2007-2009. Lagged benchmark 2020. American Balanced Fund. Outpaced benchmark 1980-1982, 1987, 2000-2002. Lagged benchmark 2007-2009, 2020. Capital Income Builder. Outpaced the index 1987, 2000-2002. Lagged benchmark 2007-2009, 2020. The New Economy Fund. Outpaced benchmark 1987, 2007-2009, 2020. Lagged benchmark 2000-2002. EuroPacific Growth Fund. Lagged benchmark 1987. Outpaced benchmark 2000-2002, 2007-2009, 2020. Capital World Growth & Income Fund. Outpaced benchmark 2000-2002, 2007-2009, 2020. SMALLCAP World Fund. Lagged benchmark 2000-2002, 2007-2009. Outpaced benchmark 2020. New World Fund. Outpaced benchmark 2000-2002, 2007-2009, 2020. International Growth and Income Fund. Lagged benchmark 2020. American Funds Global Balanced Fund. Lagged benchmark 2020. American Funds Developing World Growth and Income Fund. Lagged benchmark 2020. American Funds Global Insight Fund. Outpaced benchmark 2020. American Funds International Vantage Fund. Outpaced benchmark 2020.

Experience matters

Throughout our history, we've weathered past storms. In fact, our equity-focused funds have outpaced their benchmark indexes during the biggest downturns of the last nine decades.

Across 17 bear markets, the equity-focused American Funds outpaced their benchmarks 77% of the time.

Sources: Capital Group, Morningstar. Class F-2 and R-6 shares with all distributions reinvested. View fund expense ratios and returns.

Dates shown for bear markets are based on price declines of 20% or more (without dividends reinvested) in the unmanaged S&P 500 with at least 50% recovery between declines. Funds shown are the equity-focused American Funds in existence at the time of each decline. Fund and benchmark returns are based on total returns. 

Class F-2 shares were first offered on August 1, 2008. Class F-2 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for estimated annual expenses. The results shown are before taxes on fund distributions and sale of fund shares. Past results are not predictive of results in future periods. Results for other share classes may differ.

Class R-6 shares were first offered on May 1, 2009. Class R-6 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for typical estimated expenses. Please see the fund’s prospectus for more information on specific expenses.

Benchmark indexes for the funds: S&P 500 (ICA, AMF, WMIF, AMCAP, GFA, FI); MSCI World (NPF, WGI, GIF); 60% S&P 500 / 40% Bloomberg Barclays U.S. Aggregate (AMBAL); 65% S&P 500 / 35% Bloomberg U.S. Aggregate (IFA); 70% MSCI ACWI / 30% Bloomberg Barclays U.S. Aggregate (CIB); S&P 500 prior to the 2020 bear market, MSCI ACWI thereafter (NEF); MSCI EAFE prior to the 2007-09 bear market, MSCI ACWI ex USA thereafter (EUPAC); MSCI ACWI Small Cap (SMALLCAP); MSCI ACWI (NWF); MSCI ACWI ex USA (IGI), 60% MSCI ACWI / 40% Bloomberg Barclays Global Aggregate (GBAL); MSCI Emerging Markets (DWGI); MSCI EAFE (IVE)

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
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Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.