Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-B) | NA | -28.34% | -10.75% | -0.43% | -0.97% | 4.11% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-B) | 03/15/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -36.94 | -28.34 | -10.75 | -0.43 | -0.97 | 4.11 | NA | … | … | 6.90 | 5.57 | -4.98 | 3.10 | 23.77 | 18.07 | -7.80 | 6.80 | 31.16 | -38.91 | 16.30 | 21.23 | 13.65 | 17.82 | 36.46 | -13.41 |
| Sharpe Ratio | NA | 1.16 | 0.31 | 0.73 | 0.17 | NA | NA | … | … | 4.71 | 0.37 | -0.36 | 0.30 | 2.25 | 1.37 | -0.33 | 0.34 | 1.25 | -1.06 | 0.84 | 1.63 | 1.25 | 1.46 | 3.43 | -1.17 |
| Standard Deviation(%) | NA | 11.42 | 12.66 | 12.37 | 20.04 | NA | NA | … | … | 5.87 | 14.31 | 14.02 | 10.45 | 10.53 | 13.25 | 23.86 | 19.66 | 24.84 | 37.42 | 15.86 | 11.02 | 9.18 | 11.58 | 10.42 | 15.11 |
| Draw Down(%) | NA | 7.72 | 19.20 | 19.20 | 54.53 | NA | NA | … | … | 1.08 | 10.88 | 14.39 | 8.94 | 8.21 | 11.38 | 23.13 | 16.57 | 24.01 | 49.68 | 11.25 | 12.89 | 6.87 | 9.27 | 12.71 | 26.51 |
| Yield(%) | 0.00 | 4.06 | 2.73 | 2.95 | 2.70 | 4.67 | 3.49 | … | … | 0.00 | 4.30 | 2.86 | 1.39 | 1.69 | 2.07 | 1.79 | 1.78 | 2.33 | 1.96 | 9.76 | 6.29 | 5.70 | 4.20 | 2.14 | 0.00 |
Data as of 04/10/2017, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-B) |
-11.57%
Feb 2006 – Feb 2009 |
-3.47%
May 2007 – May 2012 |
3.49%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-B) |
27.40%
Mar 2003 – Mar 2006 |
23.11%
Sep 2002 – Sep 2007 |
10.50%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart