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CWGCX: CAPITAL WORLD GROWTH & INCOME FUND CLASS C (MUTUAL FUND)
Basic Info 70.67 0.45(0.64%) July 03
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 03/10/2025 |
| 12-Mo. Yield | 0.60% |
| Expenses | 0.53% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 12.8 | 8.1 | 13.9 | 8.6 | 7.0 | 8.5 | 7.0 | 7.5 | 6.6 | 18.0 | -17.9 | 8.0 | 14.5 | 24.4 | -11.0 | 23.7 | 5.6 | -2.9 | 3.2 | 23.9 | 18.2 | -8.3 | 6.9 | 31.3 | -38.9 | 16.4 | 21.3 | 13.8 | 18.0 | 37.9 | -7.9 | -1.5 |
| Sharpe Ratio | NA | 1.25 | 0.27 | 0.69 | 0.41 | 0.34 | NA | NA | 0.36 | 0.0 | 1.17 | -0.92 | 0.58 | 0.47 | 2.05 | -0.86 | 3.59 | 0.38 | -0.21 | 0.3 | 2.27 | 1.38 | -0.35 | 0.35 | 1.25 | -1.06 | 0.85 | 1.65 | 1.27 | 1.46 | 3.55 | -0.64 | -0.36 |
| Draw Down(%) | NA | 15.6 | 18.5 | 18.5 | 31.2 | 32.0 | NA | NA | 54.6 | 9.3 | 10.0 | 27.6 | 9.3 | 32.0 | 6.4 | 21.1 | 2.6 | 10.9 | 14.4 | 8.9 | 8.2 | 11.4 | 23.1 | 16.5 | 24.0 | 49.7 | 11.3 | 12.9 | 6.8 | 9.2 | 12.7 | 25.7 | 19.7 |
| Standard Deviation(%) | NA | 19.3 | 17.9 | 15.4 | 15.8 | 16.6 | NA | NA | 17.2 | 13.5 | 11.8 | 21.1 | 13.8 | 30.0 | 11.2 | 14.3 | 6.5 | 14.3 | 13.9 | 10.5 | 10.5 | 13.2 | 23.8 | 19.6 | 24.9 | 37.4 | 15.9 | 11.0 | 9.2 | 11.6 | 10.5 | 14.2 | 11.5 |
| Treynor Ratio | NA | 0.23 | 0.05 | 0.11 | 0.07 | 0.06 | NA | NA | 0.07 | 0.0 | 0.15 | -0.19 | 0.09 | 0.14 | 0.23 | -0.12 | 0.29 | 0.07 | -0.03 | 0.03 | 0.29 | 0.23 | -0.09 | 0.07 | 0.37 | -0.47 | 0.16 | 0.25 | 0.16 | 0.25 | 0.61 | -0.16 | -0.07 |
| Alpha | NA | -0.04 | -0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 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 |
| Beta | NA | 1.03 | 0.98 | 0.95 | 0.96 | 0.96 | NA | NA | 0.85 | 0.87 | 0.9 | 1.0 | 0.93 | 1.0 | 1.02 | 1.01 | 0.79 | 0.82 | 0.88 | 0.9 | 0.81 | 0.81 | 0.89 | 0.91 | 0.84 | 0.85 | 0.83 | 0.74 | 0.74 | 0.69 | 0.61 | 0.56 | 0.57 |
| RSquared | NA | 0.85 | 0.74 | 0.82 | 0.83 | 0.89 | NA | NA | 0.89 | 0.62 | 0.86 | 0.92 | 0.74 | 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 | 0.79 |
| Yield(%) | N/A | 0.1 | 0.6 | 1.2 | 1.1 | 2.7 | 3.6 | 3.9 | N/A | 1.1 | 1.4 | 1.1 | 0.9 | 0.7 | 2.2 | 5.4 | 7.0 | 4.6 | 3.0 | 1.5 | 1.8 | 2.2 | 1.9 | 1.8 | 2.4 | 2.0 | 9.9 | 6.4 | 5.8 | 4.3 | 3.3 | 1.5 | 0.6 |
| Dividend Growth(%) | N/A | -87.0 | -41.4 | -2.5 | -72.1 | -6.8 | N/A | N/A | N/A | -10.4 | 2.5 | 21.8 | 56.8 | -61.0 | -67.1 | -9.4 | 55.9 | 40.6 | 104.4 | -0.6 | -3.7 | 5.4 | 5.7 | -3.0 | -25.7 | -78.6 | 74.4 | 21.3 | 50.6 | 76.1 | 106.5 | 134.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
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