Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCWAX (CAPITAL WORLD BOND FUND CLASS 529-A) | -0.97% | 1.99% | 2.99% | -2.48% | 0.11% | 0.49% | 2.02% | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCWAX (CAPITAL WORLD BOND FUND CLASS 529-A) | 03/15/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 1.99 | 2.99 | -2.48 | 0.11 | 0.49 | 2.02 | … | … | -0.97 | 8.80 | -3.32 | 5.83 | -17.54 | -5.74 | 8.41 | 7.64 | -1.59 | 7.18 | 2.18 | -4.26 | 1.50 | -2.99 | 7.33 | 3.73 | 5.91 | 10.62 | -0.66 | 8.52 | 7.62 | -2.94 | 10.52 | 17.90 | 13.52 |
| Sharpe Ratio | NA | -0.01 | 0.04 | -0.76 | -0.23 | NA | NA | … | … | -0.58 | 1.15 | -1.21 | 0.29 | -2.23 | -1.57 | 1.24 | 1.91 | -0.84 | 1.57 | 0.39 | -0.92 | 0.45 | -0.64 | 2.38 | 0.93 | 1.16 | 1.62 | -0.20 | 1.38 | 0.81 | -0.96 | 1.15 | 2.05 | 2.54 |
| Standard Deviation(%) | NA | 5.03 | 5.89 | 6.54 | 5.67 | NA | NA | … | … | 5.84 | 5.18 | 5.73 | 7.67 | 8.52 | 3.66 | 6.58 | 3.23 | 3.54 | 4.17 | 5.07 | 4.68 | 3.28 | 4.74 | 3.09 | 3.97 | 5.00 | 6.52 | 8.13 | 3.90 | 5.19 | 5.40 | 8.26 | 8.38 | 6.34 |
| Draw Down(%) | NA | 4.50 | 7.73 | 26.74 | 28.99 | NA | NA | … | … | 4.50 | 2.21 | 6.35 | 8.89 | 23.82 | 6.93 | 10.93 | 1.66 | 6.23 | 2.95 | 8.70 | 5.56 | 4.15 | 6.50 | 1.84 | 4.71 | 5.42 | 6.88 | 14.69 | 2.71 | 3.86 | 5.76 | 7.69 | 8.78 | 3.46 |
| Yield(%) | 0.00 | 3.64 | 3.13 | 2.14 | 2.09 | 2.09 | 2.85 | … | … | 0.91 | 3.76 | 2.82 | 2.51 | 1.58 | 1.83 | 1.94 | 2.32 | 2.00 | 1.85 | 1.96 | 0.47 | 2.81 | 2.13 | 3.71 | 3.46 | 4.00 | 3.97 | 4.03 | 5.50 | 3.42 | 4.77 | 3.90 | 3.93 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCWAX (CAPITAL WORLD BOND FUND CLASS 529-A) |
-8.38%
Oct 2020 – Oct 2023 |
-3.27%
Sep 2017 – Sep 2022 |
-1.35%
Oct 2012 – Oct 2022 |
0.55%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCWAX (CAPITAL WORLD BOND FUND CLASS 529-A) |
12.88%
Apr 2002 – Apr 2005 |
9.45%
Oct 2002 – Oct 2007 |
7.51%
Apr 2002 – Apr 2012 |
5.24%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart