Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) | 7.79% | 8.07% | 2.65% | -1.99% | 0.67% | 1.21% | 2.23% | 4.54% |
Data as of 07/03/2025, AR inception is 12/17/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) | 12/17/1987 | 07/03/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.07 | 2.65 | -1.99 | 0.67 | 1.21 | 2.23 | 4.54 | 7.79 | -3.25 | 5.81 | -17.52 | -5.73 | 8.46 | 7.66 | -1.53 | 7.26 | 2.27 | -4.19 | 1.59 | -2.92 | 7.43 | 3.80 | 5.97 | 10.64 | -0.58 | 8.56 | 7.60 | -2.86 | 10.53 | 19.79 | 15.85 | 1.53 | 1.46 | -3.12 | 10.09 | -0.36 | 6.34 | 21.41 | -1.43 | 16.17 | -0.24 | 15.28 | 11.65 | 4.57 | 0.56 | 2.30 |
| Sharpe Ratio | NA | 0.35 | -0.15 | -0.68 | -0.19 | NA | NA | 0.43 | 1.36 | -1.73 | 0.21 | -2.22 | -1.59 | 1.25 | 1.93 | -0.82 | 1.52 | 0.40 | -0.90 | 0.48 | -0.62 | 2.42 | 0.95 | 1.17 | 1.61 | -0.18 | 1.43 | 0.83 | -0.93 | 1.16 | 2.34 | 2.48 | -0.14 | -0.40 | -1.42 | 1.73 | -1.17 | 0.86 | 3.92 | -0.81 | 3.08 | -0.53 | 2.98 | 1.41 | -0.23 | -0.77 | 11.66 |
| Standard Deviation(%) | NA | 6.00 | 7.31 | 6.41 | 5.64 | NA | NA | 5.38 | 6.45 | 5.68 | 7.68 | 8.53 | 3.62 | 6.54 | 3.24 | 3.48 | 4.38 | 5.09 | 4.67 | 3.27 | 4.73 | 3.08 | 3.97 | 5.01 | 6.56 | 8.12 | 3.90 | 5.23 | 5.39 | 8.24 | 8.18 | 5.95 | 5.74 | 6.58 | 4.48 | 3.91 | 3.31 | 3.27 | 4.48 | 5.40 | 4.56 | 4.96 | 3.86 | 4.51 | 5.04 | 5.32 | 7.30 |
| Draw Down(%) | NA | 7.69 | 12.07 | 28.90 | 28.90 | NA | NA | 28.90 | 2.28 | 6.37 | 8.90 | 23.77 | 6.93 | 10.91 | 1.61 | 6.17 | 2.99 | 8.66 | 5.49 | 4.16 | 6.49 | 1.84 | 4.70 | 5.39 | 6.84 | 14.67 | 2.70 | 3.86 | 5.71 | 7.62 | 8.09 | 3.47 | 4.32 | 6.45 | 6.30 | 2.24 | 3.97 | 2.79 | 2.61 | 8.08 | 1.51 | 5.65 | 3.30 | 4.38 | 3.71 | 5.33 | 0.21 |
| Yield(%) | 0.00 | 3.41 | 2.67 | 2.03 | 2.07 | 2.36 | 2.96 | 4.68 | 1.86 | 2.85 | 2.54 | 1.62 | 1.85 | 1.97 | 2.38 | 2.07 | 1.91 | 2.05 | 0.55 | 2.91 | 2.22 | 3.80 | 3.53 | 4.05 | 4.03 | 4.07 | 5.53 | 3.44 | 4.81 | 3.95 | 5.53 | 2.19 | 2.17 | 3.53 | 4.39 | 7.13 | 6.74 | 6.89 | 7.95 | 5.88 | 6.59 | 5.85 | 7.40 | 8.23 | 7.65 | 6.94 | 2.31 |
Data as of 07/03/2025, AR inception is 12/17/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) |
-8.36%
Oct 2020 - Oct 2023 |
-3.25%
Sep 2017 - Sep 2022 |
-1.29%
Oct 2012 - Oct 2022 |
0.76%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) |
15.54%
Feb 2002 - Feb 2005 |
11.09%
Apr 1990 - Apr 1995 |
8.50%
Oct 2000 - Oct 2010 |
8.28%
Apr 1990 - Apr 2005 |
Annualized Rolling Returns Comparison Chart