Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWBCX (American Funds Capital World Bond Fund Class 529-F-3) | -0.60% | 2.06% | 3.49% | -2.00% | 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 |
|---|---|---|
| FWBCX (American Funds Capital World Bond Fund Class 529-F-3) | 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 (%) | -0.25 | 2.06 | 3.49 | -2.00 | NA | NA | NA | … | … | -0.60 | 9.29 | -2.92 | 6.25 | -17.17 | -4.86 | 4.36 |
| Sharpe Ratio | NA | 0.09 | 0.12 | -0.67 | NA | NA | NA | … | … | -0.48 | 1.24 | -1.14 | 0.34 | -2.19 | -1.36 | 9.02 |
| Standard Deviation(%) | NA | 5.00 | 5.88 | 6.53 | NA | NA | NA | … | … | 5.79 | 5.19 | 5.72 | 7.68 | 8.51 | 3.59 | 3.32 |
| Draw Down(%) | NA | 4.40 | 7.60 | 26.06 | NA | NA | NA | … | … | 4.40 | 2.23 | 6.28 | 8.60 | 23.55 | 6.06 | 0.65 |
| Yield(%) | 0.00 | 4.12 | 3.63 | 2.64 | 1.55 | 1.03 | 0.77 | … | … | 1.04 | 4.27 | 3.32 | 3.01 | 1.98 | 2.79 | 1.88 |
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 |
|---|---|---|---|---|
| FWBCX (American Funds Capital World Bond Fund Class 529-F-3) |
-6.26%
Apr 2021 – Apr 2024 |
-2.34%
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 |
|---|---|---|---|---|
| FWBCX (American Funds Capital World Bond Fund Class 529-F-3) |
5.99%
Sep 2022 – Sep 2025 |
-1.40%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart