Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCWBX (Capital World Bond Fund) | -1.37% | 1.30% | 3.15% | -2.31% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCWBX (Capital World Bond Fund) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 1.30 | 3.15 | -2.31 | NA | NA | NA | … | … | -1.37 | 9.15 | -2.92 | 6.23 | -17.28 | -5.28 | 4.36 |
| Sharpe Ratio | NA | 0.08 | 0.11 | -0.70 | NA | NA | NA | … | … | -0.49 | 1.22 | -1.14 | 0.34 | -2.21 | -1.47 | 8.90 |
| Standard Deviation(%) | NA | 4.99 | 5.88 | 6.53 | NA | NA | NA | … | … | 5.81 | 5.17 | 5.72 | 7.68 | 8.51 | 3.60 | 3.37 |
| Draw Down(%) | NA | 4.42 | 7.61 | 26.34 | NA | NA | NA | … | … | 4.42 | 2.22 | 6.29 | 8.63 | 23.58 | 6.17 | 0.61 |
| Yield(%) | 0.00 | 4.00 | 3.51 | 2.48 | 1.46 | 0.98 | 0.73 | … | … | 1.01 | 4.15 | 3.19 | 2.93 | 1.91 | 2.33 | 1.84 |
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCWBX (Capital World Bond Fund) |
-6.41%
Apr 2021 – Apr 2024 |
-2.48%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCWBX (Capital World Bond Fund) |
5.91%
Sep 2022 – Sep 2025 |
-1.54%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart