Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-E) | 11.34% | 27.57% | 20.40% | 8.96% | 10.83% | 9.32% | 7.95% | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-E) | 03/05/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | 27.57 | 20.40 | 8.96 | 10.83 | 9.32 | 7.95 | … | … | 11.34 | 24.34 | 13.54 | 20.51 | -17.52 | 8.60 | 15.04 | 24.99 | -10.54 | 24.31 | 6.18 | -2.48 | 3.66 | 24.46 | 18.75 | -7.82 | 7.35 | 31.81 | -38.58 | 16.90 | 21.87 | 14.26 | 18.30 | 36.91 | -11.51 |
| Sharpe Ratio | NA | 2.31 | 1.35 | 0.47 | 0.59 | NA | NA | … | … | 2.33 | 1.37 | 0.83 | 1.44 | -0.90 | 0.62 | 0.49 | 2.10 | -0.84 | 3.78 | 0.42 | -0.18 | 0.35 | 2.33 | 1.42 | -0.33 | 0.37 | 1.28 | -1.05 | 0.87 | 1.68 | 1.31 | 1.49 | 3.46 | -0.99 |
| Standard Deviation(%) | NA | 13.50 | 13.89 | 15.51 | 16.28 | NA | NA | … | … | 16.76 | 15.73 | 11.93 | 11.79 | 21.13 | 13.72 | 29.98 | 11.18 | 14.27 | 6.28 | 14.28 | 13.98 | 10.47 | 10.47 | 13.25 | 23.75 | 19.63 | 24.84 | 37.41 | 15.87 | 11.01 | 9.17 | 11.63 | 10.47 | 14.96 |
| Draw Down(%) | NA | 10.56 | 15.59 | 30.94 | 32.02 | NA | NA | … | … | 10.56 | 15.59 | 8.39 | 9.95 | 27.33 | 9.21 | 32.02 | 6.31 | 20.75 | 2.62 | 10.82 | 14.23 | 8.79 | 8.15 | 11.29 | 22.95 | 16.48 | 23.93 | 49.46 | 11.22 | 12.84 | 6.79 | 9.16 | 12.66 | 26.46 |
| Yield(%) | 0.00 | 10.73 | 8.45 | 4.88 | 5.89 | 5.64 | 5.27 | … | … | 0.21 | 11.65 | 8.15 | 3.72 | 1.48 | 1.46 | 1.15 | 2.70 | 5.85 | 7.50 | 5.12 | 3.52 | 2.02 | 2.34 | 2.70 | 2.34 | 2.28 | 2.88 | 2.38 | 10.29 | 6.84 | 6.24 | 4.61 | 2.45 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-E) |
-11.17%
Feb 2006 – Feb 2009 |
-2.99%
May 2007 – May 2012 |
3.91%
Oct 2007 – Oct 2017 |
3.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-E) |
27.96%
Mar 2003 – Mar 2006 |
23.64%
Sep 2002 – Sep 2007 |
11.73%
Feb 2009 – Feb 2019 |
10.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart