Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CWGBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS B) | NA | -39.88% | -15.75% | -3.77% | -2.61% | 3.16% | NA | 2.53% |
Data as of 04/10/2017, AR inception is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWGBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -47.13 | -39.88 | -15.75 | -3.77 | -2.61 | 3.16 | NA | 2.53 | -43.42 | 5.67 | -2.91 | 3.21 | 23.92 | 18.20 | -8.24 | 6.89 | 31.29 | -38.87 | 16.63 | 21.37 | 13.84 | 18.03 | 38.01 | -7.86 | -5.69 | -2.89 |
| Sharpe Ratio | NA | -0.62 | -0.41 | -0.12 | -0.10 | NA | NA | 0.06 | -0.72 | 0.38 | -0.21 | 0.31 | 2.28 | 1.38 | -0.35 | 0.35 | 1.25 | -1.06 | 0.86 | 1.65 | 1.27 | 1.47 | 3.58 | -0.63 | -0.70 | -0.71 |
| Standard Deviation(%) | NA | 64.52 | 38.85 | 31.02 | 28.34 | NA | NA | 22.96 | 122.76 | 14.29 | 13.96 | 10.46 | 10.47 | 13.26 | 23.75 | 19.63 | 24.87 | 37.39 | 15.85 | 11.01 | 9.18 | 11.63 | 10.43 | 14.19 | 11.66 | 11.23 |
| Draw Down(%) | NA | 47.43 | 47.43 | 47.43 | 54.47 | NA | NA | 54.47 | 47.43 | 10.87 | 14.35 | 8.90 | 8.20 | 11.36 | 23.08 | 16.54 | 23.98 | 49.64 | 11.25 | 12.87 | 6.83 | 9.23 | 12.68 | 25.71 | 20.12 | 10.66 |
| Yield(%) | 0.00 | 4.08 | 2.82 | 3.07 | 2.79 | 4.96 | 3.72 | 4.38 | 0.00 | 4.35 | 2.99 | 1.51 | 1.81 | 2.19 | 1.88 | 1.85 | 2.41 | 2.03 | 9.88 | 6.41 | 5.86 | 4.34 | 3.30 | 1.44 | 1.78 | 10.64 |
Data as of 04/10/2017, AR inception is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS B) |
-11.48%
Feb 2006 - Feb 2009 |
-3.38%
May 2007 - May 2012 |
3.60%
Dec 2006 - Dec 2016 |
6.02%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS B) |
27.80%
Mar 2003 - Mar 2006 |
23.60%
Sep 2002 - Sep 2007 |
10.68%
Mar 2003 - Mar 2013 |
7.99%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart