Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCWEX (CAPITAL WORLD BOND FUND CLASS 529-E) | -0.89% | 1.42% | 2.88% | -2.67% | -0.01% | 0.34% | 1.82% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCWEX (CAPITAL WORLD BOND FUND CLASS 529-E) | 03/15/2002 | 06/04/2026 |
| 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 (%) | -0.25 | 1.42 | 2.88 | -2.67 | -0.01 | 0.34 | 1.82 | … | … | -0.89 | 8.64 | -3.42 | 5.67 | -17.68 | -5.93 | 8.37 | 7.43 | -1.75 | 7.04 | 1.97 | -4.42 | 1.31 | -3.21 | 7.12 | 3.43 | 5.58 | 10.29 | -0.97 | 8.20 | 7.25 | -3.30 | 10.22 | 17.62 | 13.18 |
| Sharpe Ratio | NA | -0.03 | 0.02 | -0.78 | -0.26 | NA | NA | … | … | -0.60 | 1.11 | -1.23 | 0.26 | -2.26 | -1.64 | 1.23 | 1.81 | -0.90 | 1.52 | 0.35 | -0.96 | 0.39 | -0.68 | 2.31 | 0.85 | 1.10 | 1.56 | -0.24 | 1.29 | 0.73 | -1.03 | 1.12 | 2.01 | 2.46 |
| Standard Deviation(%) | NA | 4.98 | 5.89 | 6.53 | 5.67 | NA | NA | … | … | 5.79 | 5.20 | 5.72 | 7.68 | 8.48 | 3.64 | 6.56 | 3.28 | 3.51 | 4.21 | 5.08 | 4.65 | 3.33 | 4.75 | 3.09 | 3.98 | 4.99 | 6.52 | 8.11 | 3.93 | 5.24 | 5.42 | 8.22 | 8.39 | 6.36 |
| Draw Down(%) | NA | 4.50 | 7.77 | 26.86 | 29.14 | NA | NA | … | … | 4.50 | 2.23 | 6.44 | 9.00 | 23.87 | 7.04 | 10.91 | 1.66 | 6.30 | 3.01 | 8.70 | 5.73 | 4.27 | 6.60 | 1.85 | 4.80 | 5.41 | 6.91 | 14.85 | 2.77 | 3.90 | 5.83 | 7.72 | 8.75 | 3.53 |
| Yield(%) | 0.00 | 3.50 | 3.00 | 2.03 | 1.97 | 1.95 | 2.65 | … | … | 0.88 | 3.63 | 2.70 | 2.39 | 1.47 | 1.69 | 1.81 | 2.18 | 1.86 | 1.67 | 1.80 | 0.28 | 2.63 | 1.94 | 3.49 | 3.22 | 3.72 | 3.68 | 3.75 | 5.24 | 3.10 | 4.48 | 3.66 | 3.62 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CCWEX (CAPITAL WORLD BOND FUND CLASS 529-E) |
-8.52%
Oct 2020 – Oct 2023 |
-3.42%
Sep 2017 – Sep 2022 |
-1.51%
Oct 2012 – Oct 2022 |
0.38%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCWEX (CAPITAL WORLD BOND FUND CLASS 529-E) |
12.62%
Apr 2002 – Apr 2005 |
9.12%
Oct 2002 – Oct 2007 |
7.20%
Apr 2002 – Apr 2012 |
4.96%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart