Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-F-1) | 11.54% | 28.07% | 20.87% | 9.39% | 11.29% | 9.79% | 8.43% | … | … |
Data as of 06/05/2026, Common starting date is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-F-1) | 03/14/2002 | 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 | 28.07 | 20.87 | 9.39 | 11.29 | 9.79 | 8.43 | … | … | 11.54 | 24.83 | 13.98 | 20.96 | -17.21 | 9.06 | 15.53 | 25.54 | -10.12 | 24.86 | 6.64 | -2.03 | 4.13 | 25.03 | 19.29 | -7.38 | 7.90 | 32.50 | -38.29 | 17.48 | 22.48 | 14.73 | 18.57 | 37.04 | -12.82 |
| Sharpe Ratio | NA | 1.81 | 1.26 | 0.44 | 0.59 | NA | NA | … | … | 1.52 | 1.40 | 0.88 | 1.48 | -0.89 | 0.66 | 0.51 | 2.15 | -0.81 | 3.87 | 0.45 | -0.15 | 0.39 | 2.39 | 1.46 | -0.31 | 0.40 | 1.30 | -1.05 | 0.91 | 1.74 | 1.36 | 1.51 | 3.48 | -1.11 |
| Standard Deviation(%) | NA | 14.03 | 13.98 | 15.57 | 16.31 | NA | NA | … | … | 17.41 | 15.73 | 11.82 | 11.79 | 21.12 | 13.72 | 29.97 | 11.18 | 14.27 | 6.29 | 14.30 | 13.95 | 10.46 | 10.46 | 13.27 | 23.75 | 19.61 | 24.84 | 37.43 | 15.86 | 11.01 | 9.18 | 11.62 | 10.45 | 15.12 |
| Draw Down(%) | NA | 10.51 | 15.55 | 30.70 | 31.98 | NA | NA | … | … | 10.51 | 15.55 | 8.36 | 9.86 | 27.14 | 9.16 | 31.98 | 6.30 | 20.44 | 2.59 | 10.80 | 14.07 | 8.67 | 8.13 | 11.24 | 22.79 | 16.42 | 23.90 | 49.21 | 11.19 | 12.79 | 6.76 | 9.09 | 12.61 | 26.44 |
| Yield(%) | 0.00 | 11.13 | 8.90 | 5.25 | 6.40 | 6.21 | 5.80 | … | … | 0.31 | 12.07 | 8.59 | 4.14 | 1.81 | 1.91 | 1.59 | 3.21 | 6.29 | 7.98 | 5.57 | 3.97 | 2.49 | 2.82 | 3.19 | 2.80 | 2.75 | 3.41 | 2.78 | 10.81 | 7.37 | 6.65 | 4.79 | 2.59 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-F-1) |
-10.72%
Feb 2006 – Feb 2009 |
-2.51%
May 2007 – May 2012 |
4.40%
Oct 2007 – Oct 2017 |
3.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-F-1) |
28.34%
Mar 2003 – Mar 2006 |
24.05%
Sep 2002 – Sep 2007 |
12.25%
Feb 2009 – Feb 2019 |
11.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart