Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWGAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS A) | 14.47% | 35.45% | 18.51% | 4.59% | 7.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWGAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS A) | 03/12/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.16 | 35.45 | 18.51 | 4.59 | 7.55 | NA | NA | … | … | 14.47 | 34.25 | 3.57 | 11.28 | -23.47 | 0.50 | 11.26 | 23.50 | -14.91 | 27.69 | 9.20 | -17.54 | 0.08 |
| Sharpe Ratio | NA | 2.65 | 1.19 | 0.19 | 0.40 | NA | NA | … | … | 2.62 | 2.14 | 0.00 | 0.63 | -1.10 | 0.03 | 0.38 | 1.86 | -1.17 | 3.60 | 0.60 | -1.19 | 0.01 |
| Standard Deviation(%) | NA | 15.40 | 14.44 | 16.22 | 16.54 | NA | NA | … | … | 19.85 | 14.69 | 12.63 | 12.18 | 22.73 | 14.28 | 28.85 | 11.87 | 13.99 | 7.55 | 14.87 | 14.81 | 8.41 |
| Draw Down(%) | NA | 13.26 | 14.68 | 38.35 | 38.71 | NA | NA | … | … | 13.26 | 12.68 | 9.72 | 12.95 | 33.04 | 11.81 | 34.78 | 8.73 | 23.01 | 3.06 | 13.18 | 24.80 | 15.00 |
| Yield(%) | 0.00 | 2.32 | 1.87 | 1.16 | 1.90 | 1.23 | 0.92 | … | … | 0.14 | 2.46 | 1.17 | 1.78 | 0.82 | 1.00 | 0.89 | 2.20 | 1.88 | 2.51 | 2.20 | 1.67 | 0.17 |
Data as of 06/05/2026, Common starting date is 03/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWGAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS A) |
-6.88%
Jun 2021 – Jun 2024 |
-3.28%
Oct 2017 – Oct 2022 |
0.74%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWGAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS A) |
21.30%
May 2023 – May 2026 |
12.17%
Feb 2016 – Feb 2021 |
8.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart