Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-F-1) | 20.38% | 43.43% | 20.76% | 5.85% | 8.31% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-F-1) | 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 (%) | 1.27 | 43.43 | 20.76 | 5.85 | 8.31 | NA | NA | … | … | 20.38 | 34.59 | 3.93 | 11.49 | -23.29 | 0.73 | 11.53 | 23.60 | -14.67 | 27.82 | 9.33 | -17.37 | 0.19 |
| Sharpe Ratio | NA | 2.69 | 1.21 | 0.21 | 0.41 | NA | NA | … | … | 2.64 | 2.18 | 0.02 | 0.65 | -1.10 | 0.05 | 0.39 | 1.84 | -1.15 | 3.58 | 0.61 | -1.18 | 0.03 |
| Standard Deviation(%) | NA | 15.33 | 14.38 | 16.17 | 16.52 | NA | NA | … | … | 19.74 | 14.64 | 12.59 | 12.19 | 22.65 | 14.29 | 28.81 | 12.00 | 13.96 | 7.61 | 14.88 | 14.78 | 8.44 |
| Draw Down(%) | NA | 13.28 | 14.60 | 38.16 | 38.53 | NA | NA | … | … | 13.28 | 12.65 | 9.67 | 12.90 | 32.94 | 11.67 | 34.67 | 8.74 | 22.92 | 3.06 | 13.18 | 24.72 | 15.00 |
| Yield(%) | 0.00 | 2.59 | 2.14 | 1.35 | 2.15 | 1.40 | 1.05 | … | … | 0.20 | 2.73 | 1.43 | 2.07 | 1.03 | 1.24 | 1.10 | 2.39 | 2.05 | 2.73 | 2.34 | 1.85 | 0.29 |
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 |
|---|---|---|---|---|
| CDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-F-1) |
-6.64%
Jun 2021 – Jun 2024 |
-3.09%
Oct 2017 – Oct 2022 |
0.94%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS 529-F-1) |
21.61%
May 2023 – May 2026 |
12.37%
Feb 2016 – Feb 2021 |
8.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart