Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCEBX (CAPITAL WORLD BOND FUND CLASS R-2E) | -0.91% | 1.28% | 2.76% | -2.70% | 0.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCEBX (CAPITAL WORLD BOND FUND CLASS R-2E) | 09/02/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 1.28 | 2.76 | -2.70 | 0.01 | NA | NA | … | … | -0.91 | 8.47 | -3.56 | 5.52 | -17.81 | -5.53 | 9.47 | 7.30 | -1.99 | 6.81 | 1.91 | -4.10 | -2.99 |
| Sharpe Ratio | NA | -0.05 | 0.00 | -0.78 | -0.26 | NA | NA | … | … | -0.61 | 1.09 | -1.26 | 0.25 | -2.26 | -1.55 | 1.44 | 1.80 | -0.97 | 1.42 | 0.33 | -0.88 | -2.19 |
| Standard Deviation(%) | NA | 4.96 | 5.86 | 6.52 | 5.65 | NA | NA | … | … | 5.76 | 5.16 | 5.70 | 7.64 | 8.54 | 3.57 | 6.36 | 3.24 | 3.50 | 4.36 | 5.10 | 4.68 | 3.99 |
| Draw Down(%) | NA | 4.46 | 7.81 | 26.71 | 28.41 | NA | NA | … | … | 4.46 | 2.23 | 6.42 | 9.02 | 24.01 | 6.70 | 10.90 | 1.70 | 6.43 | 2.99 | 8.75 | 5.45 | 3.47 |
| Yield(%) | 0.00 | 3.36 | 2.86 | 2.02 | 2.02 | 1.49 | 1.12 | … | … | 0.86 | 3.47 | 2.55 | 2.25 | 1.31 | 2.09 | 2.96 | 2.01 | 1.67 | 1.51 | 1.74 | 0.70 | 2.13 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCEBX (CAPITAL WORLD BOND FUND CLASS R-2E) |
-8.09%
Oct 2020 – Oct 2023 |
-3.24%
Sep 2017 – Sep 2022 |
-0.52%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCEBX (CAPITAL WORLD BOND FUND CLASS R-2E) |
5.23%
Sep 2022 – Sep 2025 |
4.62%
Dec 2015 – Dec 2020 |
0.73%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
