Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BFWFX (CAPITAL WORLD BOND FUND CLASS F-2) | 6.29% | 5.04% | 2.26% | -2.45% | 0.80% | 1.30% | NA | 1.92% |
Data as of 07/25/2025, AR inception is 08/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFWFX (CAPITAL WORLD BOND FUND CLASS F-2) | 08/13/2008 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 5.04 | 2.26 | -2.45 | 0.80 | 1.30 | NA | 1.92 | 6.29 | -2.94 | 6.25 | -17.20 | -5.42 | 8.86 | 8.00 | -1.19 | 7.55 | 2.59 | -3.91 | 1.91 | -2.64 | 7.74 | 4.01 | 6.24 | 10.96 | -2.16 |
| Sharpe Ratio | NA | 0.17 | -0.12 | -0.67 | -0.11 | NA | NA | 0.17 | 1.23 | -1.66 | 0.26 | -2.19 | -1.51 | 1.31 | 2.04 | -0.71 | 1.63 | 0.47 | -0.85 | 0.58 | -0.56 | 2.54 | 1.00 | 1.23 | 1.66 | -0.57 |
| Standard Deviation(%) | NA | 5.98 | 7.26 | 6.42 | 5.64 | NA | NA | 5.42 | 6.20 | 5.73 | 7.64 | 8.53 | 3.61 | 6.54 | 3.23 | 3.54 | 4.25 | 5.09 | 4.65 | 3.28 | 4.77 | 3.05 | 3.99 | 5.00 | 6.55 | 10.33 |
| Draw Down(%) | NA | 7.61 | 12.01 | 28.48 | 28.48 | NA | NA | 28.48 | 2.23 | 6.29 | 8.59 | 23.56 | 6.66 | 10.87 | 1.59 | 5.98 | 2.92 | 8.56 | 5.27 | 4.02 | 6.38 | 1.80 | 4.65 | 5.39 | 6.80 | 11.30 |
| Yield(%) | 0.00 | 2.73 | 2.70 | 2.13 | 2.31 | 2.57 | 2.40 | 2.99 | 1.00 | 3.24 | 2.94 | 1.93 | 2.18 | 2.33 | 2.70 | 2.41 | 2.18 | 2.38 | 0.84 | 3.23 | 2.50 | 4.09 | 3.79 | 4.30 | 4.32 | 2.42 |
Data as of 07/25/2025, AR inception is 08/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFWFX (CAPITAL WORLD BOND FUND CLASS F-2) |
-8.02%
Oct 2020 - Oct 2023 |
-2.91%
Sep 2017 - Sep 2022 |
-0.98%
Oct 2012 - Oct 2022 |
1.08%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFWFX (CAPITAL WORLD BOND FUND CLASS F-2) |
10.90%
Oct 2008 - Oct 2011 |
7.37%
Oct 2008 - Oct 2013 |
4.01%
Feb 2009 - Feb 2019 |
2.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart