Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWGCX (CAPITAL WORLD GROWTH & INCOME FUND CLASS C) | 15.21% | 31.63% | 21.28% | 9.22% | 10.69% | 9.06% | 7.63% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWGCX (CAPITAL WORLD GROWTH & INCOME FUND CLASS C) | 04/06/2001 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 31.63 | 21.28 | 9.22 | 10.69 | 9.06 | 7.63 | … | … | 15.21 | 23.76 | 12.99 | 19.92 | -17.92 | 8.05 | 14.51 | 24.38 | -10.96 | 23.69 | 5.64 | -2.94 | 3.17 | 23.86 | 18.18 | -8.27 | 6.87 | 31.27 | -38.89 | 16.40 | 21.29 | 13.79 | 17.96 | 37.90 | -7.90 | -1.54 |
| Sharpe Ratio | NA | 2.26 | 1.31 | 0.44 | 0.56 | NA | NA | … | … | 2.29 | 1.33 | 0.79 | 1.39 | -0.92 | 0.58 | 0.47 | 2.05 | -0.87 | 3.58 | 0.38 | -0.21 | 0.30 | 2.27 | 1.38 | -0.35 | 0.35 | 1.25 | -1.06 | 0.84 | 1.63 | 1.26 | 1.46 | 3.55 | -0.64 | -0.37 |
| Standard Deviation(%) | NA | 13.51 | 13.87 | 15.50 | 16.28 | NA | NA | … | … | 16.78 | 15.74 | 11.83 | 11.79 | 21.13 | 13.75 | 29.96 | 11.19 | 14.29 | 6.46 | 14.28 | 13.94 | 10.46 | 10.48 | 13.25 | 23.77 | 19.62 | 24.89 | 37.41 | 15.87 | 10.99 | 9.16 | 11.64 | 10.48 | 14.18 | 11.50 |
| Draw Down(%) | NA | 10.60 | 15.65 | 31.24 | 32.05 | NA | NA | … | … | 10.60 | 15.65 | 8.41 | 10.04 | 27.58 | 9.27 | 32.05 | 6.35 | 21.12 | 2.64 | 10.88 | 14.36 | 8.93 | 8.22 | 11.38 | 23.08 | 16.55 | 23.99 | 49.66 | 11.26 | 12.86 | 6.83 | 9.23 | 12.74 | 25.71 | 19.72 |
| Yield(%) | 0.00 | 10.30 | 7.94 | 4.44 | 5.30 | 4.99 | 4.70 | … | … | 0.09 | 11.19 | 7.68 | 3.21 | 1.07 | 0.95 | 0.68 | 2.15 | 5.38 | 6.95 | 4.62 | 3.04 | 1.53 | 1.82 | 2.18 | 1.88 | 1.84 | 2.43 | 2.01 | 9.87 | 6.38 | 5.83 | 4.31 | 3.27 | 1.45 | 0.61 |
Data as of 06/04/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGCX (CAPITAL WORLD GROWTH & INCOME FUND CLASS C) |
-11.56%
Feb 2006 – Feb 2009 |
-3.43%
May 2007 – May 2012 |
3.42%
Oct 2007 – Oct 2017 |
2.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGCX (CAPITAL WORLD GROWTH & INCOME FUND CLASS C) |
27.74%
Mar 2003 – Mar 2006 |
23.53%
Sep 2002 – Sep 2007 |
11.20%
Feb 2009 – Feb 2019 |
10.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart