Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWCGX (American Funds Capital World Growth and Income Fund Class 529-F-3) | 11.62% | 28.27% | 21.05% | 10.70% | 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 |
|---|---|---|
| FWCGX (American Funds Capital World Growth and Income Fund Class 529-F-3) | 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 (%) | -3.38 | 28.27 | 21.05 | 10.70 | NA | NA | NA | … | … | 11.62 | 25.00 | 14.16 | 21.15 | -17.09 | 15.06 | 16.05 |
| Sharpe Ratio | NA | 1.83 | 1.27 | 0.53 | NA | NA | NA | … | … | 1.54 | 1.41 | 0.89 | 1.50 | -0.88 | 1.21 | 12.47 |
| Standard Deviation(%) | NA | 14.01 | 13.97 | 15.35 | NA | NA | NA | … | … | 17.40 | 15.72 | 11.83 | 11.78 | 21.13 | 12.38 | 11.99 |
| Draw Down(%) | NA | 10.50 | 15.53 | 27.06 | NA | NA | NA | … | … | 10.50 | 15.53 | 8.36 | 9.82 | 27.06 | 5.77 | 1.48 |
| Yield(%) | 0.00 | 11.23 | 9.04 | 6.38 | 4.15 | 2.77 | 2.08 | … | … | 0.35 | 12.18 | 8.72 | 4.30 | 1.93 | 7.65 | 0.34 |
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 |
|---|---|---|---|---|
| FWCGX (American Funds Capital World Growth and Income Fund Class 529-F-3) |
3.91%
Apr 2021 – Apr 2024 |
9.29%
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 |
|---|---|---|---|---|
| FWCGX (American Funds Capital World Growth and Income Fund Class 529-F-3) |
23.34%
Sep 2022 – Sep 2025 |
11.66%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart