Find A Portfolio/Ticker
Comparison Box
CWGBX: CAPITAL WORLD GROWTH & INCOME FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/03/2000 |
Last Dividend Date: | 12/21/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.56% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -9.6 | -1.3 | 3.2 | 2.5 | -43.4 | 5.7 | -2.9 | 3.2 | 23.9 | 18.2 | -8.2 | 6.9 | 31.3 | -38.9 | 16.6 | 21.4 | 13.8 | 18.0 | 38.0 | -7.9 | -5.7 | -2.9 |
Sharpe Ratio | NA | -0.62 | -0.41 | -0.12 | -0.1 | NA | 0.06 | -0.72 | 0.38 | -0.21 | 0.31 | 2.28 | 1.38 | -0.35 | 0.35 | 1.25 | -1.06 | 0.86 | 1.65 | 1.27 | 1.47 | 3.58 | -0.63 | -0.7 | -0.71 |
Draw Down(%) | NA | 47.4 | 47.4 | 47.4 | 54.5 | NA | 54.5 | 47.4 | 10.9 | 14.4 | 8.9 | 8.2 | 11.4 | 23.1 | 16.5 | 24.0 | 49.6 | 11.2 | 12.9 | 6.8 | 9.2 | 12.7 | 25.7 | 20.1 | 10.7 |
Standard Deviation(%) | NA | 64.5 | 38.8 | 31.0 | 28.3 | NA | 23.0 | 122.8 | 14.3 | 14.0 | 10.5 | 10.5 | 13.3 | 23.8 | 19.6 | 24.9 | 37.4 | 15.9 | 11.0 | 9.2 | 11.6 | 10.4 | 14.2 | 11.7 | 11.2 |
Treynor Ratio | NA | -0.48 | -0.19 | -0.05 | -0.03 | NA | 0.02 | -0.65 | 0.07 | -0.03 | 0.04 | 0.29 | 0.23 | -0.09 | 0.07 | 0.37 | -0.47 | 0.16 | 0.25 | 0.16 | 0.25 | 0.61 | -0.16 | -0.15 | -0.13 |
Alpha | NA | -0.18 | -0.05 | -0.02 | -0.01 | NA | 0.0 | -0.74 | 0.01 | 0.0 | 0.03 | 0.04 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | 0.0 | 0.02 | 0.03 |
Beta | NA | 0.83 | 0.86 | 0.85 | 0.86 | NA | 0.8 | 1.35 | 0.82 | 0.88 | 0.9 | 0.81 | 0.81 | 0.89 | 0.91 | 0.83 | 0.85 | 0.83 | 0.74 | 0.75 | 0.69 | 0.61 | 0.56 | 0.55 | 0.63 |
RSquared | NA | 0.05 | 0.16 | 0.23 | 0.62 | NA | 0.62 | 0.01 | 0.94 | 0.92 | 0.87 | 0.89 | 0.95 | 0.97 | 0.97 | 0.96 | 0.98 | 0.96 | 0.91 | 0.71 | 0.6 | 0.74 | 0.73 | 0.78 | 0.76 |
Yield(%) | N/A | 4.1 | 2.8 | 3.1 | 2.8 | 5.0 | N/A | 0.0 | 4.4 | 3.0 | 1.5 | 1.8 | 2.2 | 1.9 | 1.8 | 2.4 | 2.0 | 9.9 | 6.4 | 5.9 | 4.4 | 3.3 | 1.5 | 1.8 | 10.6 |
Dividend Growth(%) | N/A | 25.0 | 84.5 | -25.3 | N/A | N/A | N/A | -100.0 | 35.0 | 101.5 | 0.0 | -4.2 | 4.4 | 6.2 | -1.5 | -27.8 | -78.3 | 73.2 | 21.3 | 50.4 | 77.0 | 105.6 | -23.4 | -85.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) (94%)
Best ETFs
- DGT (SPDR® Global Dow ETF) (100%)
- TOK (iShares MSCI Kokusai ETF) (96%)
- ACWI (iShares MSCI ACWI ETF) (96%)
- DEW (WisdomTree Global High Dividend Fund) (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) (96%)
- IOO (iShares Global 100 ETF) (96%)
- VT (Vanguard Total World Stock Index Fund ETF Shares) (95%)
- SDIV (Global X SuperDividend ETF) (33%)
- URTH (iShares MSCI World ETF) (33%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) (32%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) (99%)
- BOE (BlackRock Global Opportunities Equity Trust) (99%)
- GLQ (Clough Global EF) (99%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) (98%)
- EOD (Allspring Global Dividend Opportunity Fund) (98%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) (97%)