Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWDGX (American Funds Developing World Growth and Income Fund Class 529-F-3) | 14.58% | 35.95% | 18.91% | 4.96% | 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 |
|---|---|---|
| FWDGX (American Funds Developing 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 (%) | -4.22 | 35.95 | 18.91 | 4.96 | NA | NA | NA | … | … | 14.58 | 34.87 | 3.97 | 11.72 | -23.25 | 0.85 | 17.55 |
| Sharpe Ratio | NA | 2.05 | 1.07 | 0.15 | NA | NA | NA | … | … | 1.66 | 2.19 | 0.03 | 0.67 | -1.09 | 0.06 | 11.59 |
| Standard Deviation(%) | NA | 16.26 | 14.66 | 16.33 | NA | NA | NA | … | … | 21.06 | 14.66 | 12.59 | 12.21 | 22.63 | 14.24 | 14.67 |
| Draw Down(%) | NA | 13.29 | 14.52 | 38.06 | NA | NA | NA | … | … | 13.29 | 12.68 | 9.63 | 12.86 | 32.85 | 11.57 | 2.45 |
| Yield(%) | 0.00 | 2.74 | 2.30 | 1.47 | 1.00 | 0.66 | 0.50 | … | … | 0.24 | 2.89 | 1.57 | 2.18 | 1.13 | 1.37 | 0.42 |
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 |
|---|---|---|---|---|
| FWDGX (American Funds Developing World Growth and Income Fund Class 529-F-3) |
-6.53%
Jun 2021 – Jun 2024 |
3.44%
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 |
|---|---|---|---|---|
| FWDGX (American Funds Developing World Growth and Income Fund Class 529-F-3) |
21.78%
May 2023 – May 2026 |
6.04%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart