Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWGFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-1) | 11.44% | 27.84% | 20.64% | 9.19% | 11.07% | 9.59% | 8.24% | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWGFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-1) | 03/15/2001 | 06/05/2026 |
| 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 (%) | -3.39 | 27.84 | 20.64 | 9.19 | 11.07 | 9.59 | 8.24 | … | … | 11.44 | 24.59 | 13.78 | 20.75 | -17.35 | 8.84 | 15.27 | 25.27 | -10.33 | 24.61 | 6.45 | -2.20 | 3.94 | 24.83 | 19.16 | -7.54 | 7.71 | 32.32 | -38.39 | 17.31 | 22.30 | 14.67 | 18.66 | 39.05 | -7.27 | -2.37 |
| Sharpe Ratio | NA | 2.33 | 1.37 | 0.49 | 0.61 | NA | NA | … | … | 2.35 | 1.39 | 0.86 | 1.46 | -0.89 | 0.64 | 0.50 | 2.13 | -0.82 | 3.73 | 0.44 | -0.16 | 0.38 | 2.37 | 1.45 | -0.32 | 0.39 | 1.30 | -1.05 | 0.90 | 1.73 | 1.35 | 1.52 | 3.66 | -0.59 | -0.43 |
| Standard Deviation(%) | NA | 13.50 | 13.85 | 15.49 | 16.27 | NA | NA | … | … | 16.76 | 15.73 | 11.83 | 11.78 | 21.13 | 13.71 | 29.96 | 11.18 | 14.28 | 6.45 | 14.30 | 13.96 | 10.45 | 10.46 | 13.27 | 23.70 | 19.64 | 24.84 | 37.42 | 15.87 | 10.99 | 9.16 | 11.61 | 10.47 | 14.19 | 12.19 |
| Draw Down(%) | NA | 10.54 | 15.58 | 30.80 | 32.00 | NA | NA | … | … | 10.54 | 15.58 | 8.38 | 9.90 | 27.22 | 9.18 | 32.00 | 6.29 | 20.59 | 2.61 | 10.79 | 14.13 | 8.72 | 8.13 | 11.27 | 22.83 | 16.45 | 23.90 | 49.30 | 11.19 | 12.80 | 6.73 | 9.07 | 12.57 | 25.48 | 19.49 |
| Yield(%) | 0.00 | 10.91 | 8.66 | 5.06 | 6.14 | 5.94 | 5.57 | … | … | 0.26 | 11.83 | 8.36 | 3.94 | 1.65 | 1.67 | 1.35 | 2.95 | 6.07 | 7.74 | 5.36 | 3.80 | 2.30 | 2.65 | 3.04 | 2.63 | 2.58 | 3.26 | 2.65 | 10.66 | 7.21 | 6.59 | 4.87 | 4.04 | 2.07 | 2.49 |
Data as of 06/05/2026, Common starting date is 03/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-1) |
-10.85%
Feb 2006 – Feb 2009 |
-2.66%
May 2007 – May 2012 |
4.23%
Oct 2007 – Oct 2017 |
3.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-1) |
28.66%
Mar 2003 – Mar 2006 |
24.45%
Sep 2002 – Sep 2007 |
12.05%
Feb 2009 – Feb 2019 |
10.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart