Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-A) | 20.74% | 44.95% | 20.64% | 5.78% | 8.19% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-A) | 03/12/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 44.95 | 20.64 | 5.78 | 8.19 | NA | NA | … | … | 20.74 | 34.27 | 3.57 | 11.28 | -23.51 | 0.42 | 11.36 | 23.35 | -14.87 | 27.60 | 9.12 | -17.47 | 0.04 |
| Sharpe Ratio | NA | 2.66 | 1.19 | 0.19 | 0.40 | NA | NA | … | … | 2.64 | 2.14 | 0.00 | 0.63 | -1.11 | 0.03 | 0.38 | 1.84 | -1.16 | 3.58 | 0.60 | -1.18 | 0.00 |
| Standard Deviation(%) | NA | 15.36 | 14.41 | 16.18 | 16.53 | NA | NA | … | … | 19.70 | 14.72 | 12.62 | 12.19 | 22.64 | 14.24 | 28.85 | 11.91 | 14.03 | 7.56 | 14.88 | 14.79 | 8.41 |
| Draw Down(%) | NA | 13.28 | 14.70 | 38.34 | 38.76 | NA | NA | … | … | 13.28 | 12.70 | 9.73 | 12.97 | 33.08 | 11.84 | 34.72 | 8.74 | 23.05 | 3.15 | 13.18 | 24.85 | 15.01 |
| Yield(%) | 0.00 | 2.35 | 1.86 | 1.15 | 1.89 | 1.22 | 0.91 | … | … | 0.14 | 2.45 | 1.16 | 1.77 | 0.81 | 1.00 | 0.89 | 2.16 | 1.85 | 2.53 | 2.12 | 1.75 | 0.13 |
Data as of 06/03/2026, Common starting date is 03/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-A) |
-6.89%
Jun 2021 – Jun 2024 |
-3.30%
Oct 2017 – Oct 2022 |
0.71%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-A) |
21.30%
May 2023 – May 2026 |
12.15%
Feb 2016 – Feb 2021 |
8.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart