Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CWBCX (CAPITAL WORLD BOND FUND CLASS C) | 5.90% | 4.19% | 1.21% | -3.46% | -0.26% | 0.22% | 1.34% | 2.80% |
Data as of 07/25/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWBCX (CAPITAL WORLD BOND FUND CLASS C) | 04/06/2001 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 4.19 | 1.21 | -3.46 | -0.26 | 0.22 | 1.34 | 2.80 | 5.90 | -3.94 | 5.07 | -18.16 | -6.39 | 7.68 | 6.87 | -2.30 | 6.42 | 1.43 | -4.95 | 0.80 | -3.71 | 6.62 | 2.99 | 5.10 | 9.78 | -1.42 | 7.73 | 6.79 | -3.52 | 9.86 | 18.57 | 15.56 | 1.32 |
| Sharpe Ratio | NA | 0.17 | -0.30 | -0.85 | -0.29 | NA | NA | 0.28 | 1.27 | -1.85 | 0.11 | -2.30 | -1.77 | 1.13 | 1.71 | -1.03 | 1.34 | 0.24 | -1.06 | 0.24 | -0.79 | 2.15 | 0.75 | 1.01 | 1.47 | -0.29 | 1.22 | 0.68 | -1.05 | 1.08 | 2.19 | 2.45 | -0.03 |
| Standard Deviation(%) | NA | 5.97 | 7.25 | 6.43 | 5.65 | NA | NA | 5.70 | 6.10 | 5.69 | 7.71 | 8.51 | 3.63 | 6.59 | 3.20 | 3.51 | 4.35 | 5.08 | 4.69 | 3.28 | 4.75 | 3.08 | 3.96 | 4.99 | 6.59 | 8.14 | 3.90 | 5.19 | 5.43 | 8.23 | 8.17 | 5.89 | 5.31 |
| Draw Down(%) | NA | 7.87 | 12.17 | 29.89 | 29.89 | NA | NA | 29.89 | 2.26 | 6.53 | 9.35 | 24.25 | 7.53 | 10.92 | 1.73 | 6.61 | 3.04 | 8.85 | 6.16 | 4.47 | 6.96 | 1.87 | 4.91 | 5.51 | 6.98 | 15.07 | 2.76 | 3.93 | 5.89 | 7.82 | 8.28 | 3.49 | 2.48 |
| Yield(%) | 0.00 | 1.93 | 1.74 | 1.27 | 1.29 | 1.58 | 2.17 | 2.99 | 0.73 | 2.19 | 1.84 | 0.98 | 1.18 | 1.22 | 1.62 | 1.32 | 1.10 | 1.24 | 0.06 | 2.12 | 1.45 | 3.02 | 2.78 | 3.30 | 3.25 | 3.35 | 4.87 | 2.69 | 4.27 | 3.43 | 4.49 | 1.98 | 1.11 |
Data as of 07/25/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBCX (CAPITAL WORLD BOND FUND CLASS C) |
-9.05%
Oct 2020 - Oct 2023 |
-3.96%
Sep 2017 - Sep 2022 |
-2.05%
Oct 2012 - Oct 2022 |
-0.01%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBCX (CAPITAL WORLD BOND FUND CLASS C) |
14.81%
Feb 2002 - Feb 2005 |
9.62%
Mar 2002 - Mar 2007 |
7.43%
Jul 2001 - Jul 2011 |
5.18%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart