| Investor | Capital World Investors |
Investor Performance
Capital World Investors trade performance is described in the following table. This page shows potential returns an outside investor could achieve by mimicking trades made by Capital World Investors. To calculate the performance, we look at every reported 13D/G filing made by Capital World Investors in the last three years and measure the profitability of each trade, starting the first trading day after the investment is disclosed.
This is equivalent to the returns that an investor could achieve by following Capital World Investors into investments by purchasing the same securities on the day after a 13D/G is filed. Another way to think of this is that we show the predictive power of an investment by Capital World Investors in the future performance of a security.
Investor Performance is currently only open to institutional investors. Request access via LinkedIn.
| File Date |
Form | Target | Open Date |
Open Price |
Close Date |
Close Price |
Total Return |
IRR |
|---|---|---|---|---|---|---|---|---|
| ULTA / Ulta Beauty | ||||||||
| SYMC / Symantec | ||||||||
| MMYT / MakeMyTrip | ||||||||
| AKAM / Akamai Technologies | ||||||||
| AVGO / Broadcom | ||||||||
| SWN / Southwestern Energy | ||||||||
| CCE / Coca-Cola European Partners Plc. | ||||||||
| HP / Helmerich & Payne | ||||||||
| ZNGA / Zynga Inc - |
