Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-E) | 20.07% | 42.73% | 20.23% | 5.40% | 7.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-E) | 03/12/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 42.73 | 20.23 | 5.40 | 7.87 | NA | NA | … | … | 20.07 | 31.82 | 3.48 | 11.01 | -23.57 | 0.24 | 11.19 | 23.18 | -15.12 | 27.35 | 9.06 | -17.76 | -0.02 |
| Sharpe Ratio | NA | 2.63 | 1.18 | 0.18 | 0.39 | NA | NA | … | … | 2.58 | 2.01 | -0.25 | 0.56 | -1.11 | 0.02 | 0.38 | 1.82 | -1.18 | 3.55 | 0.60 | -1.20 | 0.00 |
| Standard Deviation(%) | NA | 15.37 | 14.39 | 16.18 | 16.53 | NA | NA | … | … | 19.86 | 14.72 | 12.56 | 12.23 | 22.64 | 14.28 | 28.86 | 11.96 | 13.95 | 7.57 | 14.84 | 14.82 | 8.39 |
| Draw Down(%) | NA | 13.40 | 14.76 | 38.51 | 38.89 | NA | NA | … | … | 13.40 | 12.71 | 9.77 | 12.99 | 33.11 | 11.94 | 34.70 | 8.75 | 23.10 | 3.06 | 13.08 | 24.89 | 15.01 |
| Yield(%) | 0.00 | 2.14 | 1.68 | 1.01 | 1.68 | 1.08 | 0.81 | … | … | 0.11 | 2.26 | 0.97 | 1.61 | 0.69 | 0.82 | 0.76 | 1.99 | 1.68 | 2.30 | 1.93 | 1.53 | 0.08 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-E) |
-7.03%
Jun 2021 – Jun 2024 |
-3.46%
Oct 2017 – Oct 2022 |
0.55%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-E) |
21.08%
May 2023 – May 2026 |
11.94%
Feb 2016 – Feb 2021 |
8.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart