Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) | 15.64% | 33.25% | 22.20% | 11.35% | 12.18% | 10.22% | 8.76% | … | … |
Data as of 06/03/2026, Common starting date is 06/03/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) | 06/03/1993 | 06/03/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 33.25 | 22.20 | 11.35 | 12.18 | 10.22 | 8.76 | … | … | 15.64 | 24.68 | 13.85 | 20.82 | -17.32 | 14.74 | 15.31 | 25.31 | -10.25 | 24.67 | 6.50 | -2.15 | 4.00 | 24.83 | 19.14 | -7.52 | 7.71 | 32.27 | -38.37 | 17.35 | 22.36 | 14.71 | 18.71 | 39.07 | -7.15 | -4.96 | 1.30 | 27.28 | 16.64 | 18.49 | 22.65 | 19.78 | -0.43 | 19.06 |
| Sharpe Ratio | NA | 2.33 | 1.38 | 0.57 | 0.65 | NA | NA | … | … | 2.35 | 1.39 | 0.86 | 1.47 | -0.89 | 1.19 | 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 | 1.36 | 1.52 | 3.65 | -0.58 | -0.65 | -0.25 | 2.44 | 0.93 | 1.46 | 2.08 | 2.60 | -0.50 | 5.12 |
| Standard Deviation(%) | NA | 13.50 | 13.85 | 15.27 | 16.16 | NA | NA | … | … | 16.76 | 15.73 | 11.84 | 11.77 | 21.13 | 12.38 | 29.94 | 11.18 | 14.27 | 6.47 | 14.30 | 13.95 | 10.45 | 10.46 | 13.26 | 23.74 | 19.63 | 24.84 | 37.39 | 15.89 | 11.02 | 9.17 | 11.62 | 10.50 | 14.20 | 11.65 | 11.77 | 9.82 | 14.10 | 10.09 | 9.04 | 6.07 | 7.06 | 6.38 |
| Draw Down(%) | NA | 10.52 | 15.56 | 27.18 | 32.00 | NA | NA | … | … | 10.52 | 15.56 | 8.37 | 9.88 | 27.18 | 5.79 | 32.00 | 6.32 | 20.53 | 2.59 | 10.79 | 14.12 | 8.71 | 8.14 | 11.25 | 22.81 | 16.45 | 23.90 | 49.28 | 11.19 | 12.78 | 6.71 | 9.09 | 12.60 | 25.45 | 19.72 | 10.50 | 5.14 | 17.91 | 8.09 | 6.44 | 2.87 | 8.50 | 2.37 |
| Yield(%) | 0.00 | 10.99 | 8.72 | 6.15 | 6.99 | 6.53 | 6.04 | … | … | 0.28 | 11.87 | 8.40 | 3.99 | 1.70 | 7.35 | 1.39 | 3.00 | 6.11 | 7.79 | 5.41 | 3.83 | 2.34 | 2.66 | 3.02 | 2.64 | 2.59 | 3.24 | 2.66 | 10.66 | 7.23 | 6.64 | 4.93 | 4.09 | 2.11 | 2.48 | 12.48 | 8.97 | 12.37 | 11.50 | 8.46 | 3.56 | 2.87 | 2.07 |
Data as of 06/03/2026, Common starting date is 06/03/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) |
-10.83%
Feb 2006 – Feb 2009 |
-2.66%
May 2007 – May 2012 |
4.25%
Oct 2007 – Oct 2017 |
3.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) |
28.71%
Mar 2003 – Mar 2006 |
24.52%
Sep 2002 – Sep 2007 |
14.53%
Oct 1997 – Oct 2007 |
13.25%
Jul 1993 – Jul 2008 |
Annualized Rolling Returns Comparison Chart