Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCWBX (CAPITAL WORLD BOND FUND CLASS 529-B) | NA | -29.87% | -11.86% | -6.64% | -1.06% | 1.92% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCWBX (CAPITAL WORLD BOND FUND CLASS 529-B) | 03/15/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -28.57 | -29.87 | -11.86 | -6.64 | -1.06 | 1.92 | NA | … | … | -26.79 | 1.39 | -5.00 | 0.69 | -3.79 | 6.52 | 2.87 | 5.07 | 9.66 | -1.46 | 7.66 | 6.69 | -3.78 | 9.78 | 13.96 | 13.19 |
| Sharpe Ratio | NA | -0.58 | -0.28 | -0.11 | 0.38 | NA | NA | … | … | -1.07 | 0.23 | -1.08 | 0.21 | -0.80 | 2.10 | 0.72 | 0.99 | 1.45 | -0.29 | 1.19 | 0.66 | -1.09 | 1.08 | 1.57 | 2.49 |
| Standard Deviation(%) | NA | 52.15 | 42.64 | 59.40 | 5.11 | NA | NA | … | … | 64.42 | 5.10 | 4.67 | 3.27 | 4.76 | 3.11 | 3.96 | 5.04 | 6.59 | 8.15 | 3.91 | 5.18 | 5.45 | 8.17 | 8.45 | 6.32 |
| Draw Down(%) | NA | 32.50 | 32.50 | 32.50 | 32.50 | NA | NA | … | … | 28.60 | 8.95 | 6.24 | 4.54 | 6.99 | 1.90 | 4.91 | 5.46 | 7.03 | 15.11 | 2.82 | 3.93 | 5.92 | 7.83 | 8.81 | 3.53 |
| Yield(%) | 0.00 | 0.58 | 0.81 | 1.26 | 2.37 | 3.02 | 2.26 | … | … | 0.00 | 0.76 | 0.00 | 1.95 | 1.32 | 2.86 | 2.62 | 3.18 | 3.13 | 3.26 | 4.72 | 2.57 | 3.95 | 3.29 | 0.00 | 0.00 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CCWBX (CAPITAL WORLD BOND FUND CLASS 529-B) |
-2.73%
Dec 2012 – Dec 2015 |
-0.41%
Feb 2012 – Feb 2017 |
2.16%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCWBX (CAPITAL WORLD BOND FUND CLASS 529-B) |
11.24%
Apr 2002 – Apr 2005 |
8.08%
Apr 2002 – Apr 2007 |
6.42%
Apr 2002 – Apr 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart