CWGIX: CAPITAL WORLD GROWTH & INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 64.83 0(0.0%) March 28
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (65%) |
Start Date: | 06/03/1993 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 3.47% |
Expenses | 0.53% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 8.2 | 26.6 | 5.8 | 10.0 | 8.0 | 10.8 | 8.4 | 9.7 | 20.8 | -17.3 | 14.7 | 15.3 | 25.3 | -10.3 | 24.7 | 6.5 | -2.2 | 4.0 | 24.8 | 19.1 | -7.5 | 7.7 | 32.3 | -38.4 | 17.3 | 22.4 | 14.7 | 18.7 | 39.1 | -7.1 | -5.0 | 1.3 | 27.3 | 16.6 | 18.5 | 22.6 | 19.8 | -0.4 | 19.1 |
Sharpe Ratio | NA | 3.56 | 2.15 | 0.24 | 0.45 | 0.44 | NA | NA | 0.54 | 1.42 | -0.89 | 1.19 | 0.5 | 2.14 | -0.81 | 3.73 | 0.44 | -0.16 | 0.38 | 2.37 | 1.45 | -0.32 | 0.39 | 1.3 | -1.05 | 0.91 | 1.74 | 1.37 | 1.53 | 3.65 | -0.58 | -0.64 | -0.24 | 2.45 | 0.94 | 1.48 | 2.1 | 2.62 | -0.48 | 5.14 |
Draw Down(%) | NA | 1.9 | 9.9 | 27.2 | 32.0 | 32.0 | NA | NA | 54.1 | 9.9 | 27.2 | 5.8 | 32.0 | 6.3 | 20.5 | 2.6 | 10.8 | 14.1 | 8.7 | 8.1 | 11.2 | 22.8 | 16.5 | 23.9 | 49.3 | 11.2 | 12.8 | 6.7 | 9.1 | 12.6 | 25.4 | 19.7 | 10.5 | 5.1 | 17.9 | 8.1 | 6.4 | 2.9 | 8.5 | 2.4 |
Standard Deviation(%) | NA | 10.2 | 10.9 | 15.4 | 18.7 | 15.8 | NA | NA | 15.7 | 11.8 | 21.1 | 12.4 | 29.9 | 11.2 | 14.3 | 6.5 | 14.3 | 14.0 | 10.5 | 10.5 | 13.3 | 23.7 | 19.6 | 24.8 | 37.4 | 15.9 | 11.0 | 9.2 | 11.6 | 10.5 | 14.2 | 11.7 | 11.8 | 9.8 | 14.1 | 10.1 | 9.0 | 6.1 | 7.1 | 6.4 |
Treynor Ratio | NA | 0.41 | 0.27 | 0.04 | 0.09 | 0.07 | NA | NA | 0.1 | 0.19 | -0.19 | 0.17 | 0.15 | 0.23 | -0.12 | 0.3 | 0.08 | -0.02 | 0.04 | 0.31 | 0.24 | -0.08 | 0.08 | 0.39 | -0.46 | 0.17 | 0.26 | 0.17 | 0.26 | 0.63 | -0.15 | -0.14 | -0.04 | 0.4 | 0.22 | 0.29 | 0.21 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.06 | 0.04 | 0.02 | 0.01 | 0.01 | NA | NA | 0.02 | 0.02 | -0.01 | 0.03 | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.03 | 0.04 | 0.02 | 0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.04 | 0.0 | 0.02 | 0.04 | 0.03 | 0.02 | 0.06 | 0.08 | NA | NA | NA |
Beta | NA | 0.88 | 0.88 | 0.95 | 0.98 | 0.95 | NA | NA | 0.81 | 0.9 | 1.0 | 0.89 | 1.0 | 1.02 | 1.01 | 0.79 | 0.83 | 0.88 | 0.9 | 0.81 | 0.81 | 0.89 | 0.91 | 0.83 | 0.85 | 0.83 | 0.74 | 0.74 | 0.69 | 0.61 | 0.56 | 0.54 | 0.64 | 0.6 | 0.62 | 0.52 | 0.88 | NA | NA | NA |
RSquared | NA | 0.78 | 0.85 | 0.88 | 0.92 | 0.91 | NA | NA | 0.86 | 0.87 | 0.92 | 0.81 | 0.95 | 0.9 | 0.92 | 0.77 | 0.94 | 0.92 | 0.87 | 0.89 | 0.95 | 0.97 | 0.97 | 0.96 | 0.97 | 0.96 | 0.91 | 0.71 | 0.6 | 0.74 | 0.74 | 0.78 | 0.74 | 0.62 | 0.8 | 0.56 | 0.33 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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