Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCWGX (American Funds Capital World Growth and Income Fund Class 529-F-2) | 15.68% | 32.91% | 22.45% | 11.45% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCWGX (American Funds Capital World Growth and Income Fund Class 529-F-2) | 11/02/2020 | 06/04/2026 |
| 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 (%) | 0.49 | 32.91 | 22.45 | 11.45 | NA | NA | NA | … | … | 15.68 | 24.94 | 14.11 | 21.12 | -17.11 | 14.95 | 16.04 |
| Sharpe Ratio | NA | 2.36 | 1.40 | 0.59 | NA | NA | NA | … | … | 2.37 | 1.41 | 0.89 | 1.50 | -0.88 | 1.20 | 12.48 |
| Standard Deviation(%) | NA | 13.50 | 13.85 | 15.27 | NA | NA | NA | … | … | 16.76 | 15.72 | 11.83 | 11.78 | 21.12 | 12.39 | 11.98 |
| Draw Down(%) | NA | 10.51 | 15.53 | 27.07 | NA | NA | NA | … | … | 10.51 | 15.53 | 8.37 | 9.84 | 27.07 | 5.77 | 1.48 |
| Yield(%) | 0.00 | 11.18 | 8.98 | 6.33 | 4.12 | 2.74 | 2.06 | … | … | 0.33 | 12.12 | 8.65 | 4.27 | 1.90 | 7.57 | 0.31 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FCWGX (American Funds Capital World Growth and Income Fund Class 529-F-2) |
3.86%
Apr 2021 – Apr 2024 |
9.24%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCWGX (American Funds Capital World Growth and Income Fund Class 529-F-2) |
23.28%
Sep 2022 – Sep 2025 |
11.60%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart