Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-A) | 9.04% | 6.33% | 9.72% | 8.34% | 7.30% | 9.17% | 7.60% | 8.17% |
Data as of 06/06/2025, AR inception is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-A) | 03/15/2002 | 06/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 6.33 | 9.72 | 8.34 | 7.30 | 9.17 | 7.60 | 8.17 | 9.04 | 7.42 | 18.82 | -17.33 | 8.87 | 15.27 | 25.24 | -10.34 | 24.61 | 6.41 | -2.25 | 3.91 | 24.75 | 19.05 | -7.59 | 7.68 | 32.22 | -38.40 | 17.26 | 22.25 | 14.66 | 18.62 | 37.13 | -13.37 |
| Sharpe Ratio | NA | 0.15 | 0.35 | 0.45 | 0.34 | NA | NA | 0.39 | 0.69 | 0.06 | 1.24 | -0.89 | 0.65 | 0.50 | 2.13 | -0.82 | 3.84 | 0.43 | -0.16 | 0.37 | 2.36 | 1.44 | -0.32 | 0.39 | 1.29 | -1.05 | 0.90 | 1.73 | 1.37 | 1.52 | 3.48 | -1.16 |
| Standard Deviation(%) | NA | 17.83 | 15.96 | 16.09 | 16.58 | NA | NA | 17.45 | 21.07 | 13.47 | 11.84 | 21.12 | 13.71 | 29.98 | 11.17 | 14.29 | 6.28 | 14.29 | 13.96 | 10.46 | 10.46 | 13.27 | 23.76 | 19.65 | 24.86 | 37.42 | 15.87 | 10.99 | 9.15 | 11.62 | 10.48 | 15.13 |
| Draw Down(%) | NA | 18.59 | 18.59 | 30.78 | 32.00 | NA | NA | 54.08 | 15.82 | 9.25 | 9.88 | 27.20 | 9.18 | 32.00 | 6.30 | 20.59 | 2.60 | 10.80 | 14.16 | 8.73 | 8.14 | 11.28 | 22.84 | 16.46 | 23.90 | 49.31 | 11.19 | 12.80 | 6.74 | 9.08 | 12.61 | 26.46 |
| Yield(%) | 0.00 | 1.66 | 1.96 | 1.98 | 3.53 | 4.91 | 4.90 | 5.96 | 0.31 | 1.83 | 2.13 | 1.68 | 1.71 | 1.36 | 2.94 | 6.06 | 7.74 | 5.34 | 3.75 | 2.26 | 2.59 | 2.96 | 2.59 | 2.55 | 3.20 | 2.63 | 10.61 | 7.19 | 6.58 | 4.87 | 2.67 | 0.00 |
Data as of 06/06/2025, AR inception is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-A) |
-10.88%
Feb 2006 - Feb 2009 |
-2.71%
May 2007 - May 2012 |
4.18%
Oct 2007 - Oct 2017 |
3.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-A) |
28.36%
Mar 2003 - Mar 2006 |
23.98%
Sep 2002 - Sep 2007 |
12.00%
Feb 2009 - Feb 2019 |
10.84%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart