Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCWAX (CAPITAL WORLD BOND FUND CLASS R-1) | -1.07% | 0.98% | 2.45% | -3.10% | -0.48% | -0.13% | 1.36% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCWAX (CAPITAL WORLD BOND FUND CLASS R-1) | 06/10/2002 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 0.98 | 2.45 | -3.10 | -0.48 | -0.13 | 1.36 | … | … | -1.07 | 8.16 | -3.84 | 5.22 | -18.02 | -6.38 | 7.74 | 6.92 | -2.26 | 6.49 | 1.49 | -4.86 | 0.87 | -3.67 | 6.69 | 2.96 | 5.14 | 9.75 | -1.39 | 7.73 | 6.80 | -3.67 | 9.82 | 18.52 | 8.92 |
| Sharpe Ratio | NA | -0.12 | -0.05 | -0.84 | -0.34 | NA | NA | … | … | -0.67 | 1.01 | -1.31 | 0.21 | -2.29 | -1.77 | 1.14 | 1.68 | -1.04 | 1.40 | 0.25 | -1.05 | 0.26 | -0.77 | 2.15 | 0.74 | 1.00 | 1.47 | -0.29 | 1.17 | 0.65 | -1.08 | 1.08 | 2.17 | 2.29 |
| Standard Deviation(%) | NA | 5.02 | 5.89 | 6.55 | 5.67 | NA | NA | … | … | 5.81 | 5.26 | 5.69 | 7.68 | 8.53 | 3.62 | 6.54 | 3.25 | 3.52 | 4.17 | 5.12 | 4.63 | 3.27 | 4.80 | 3.12 | 3.94 | 5.02 | 6.56 | 8.10 | 3.92 | 5.21 | 5.46 | 8.21 | 8.20 | 6.67 |
| Draw Down(%) | NA | 4.53 | 7.91 | 27.31 | 29.78 | NA | NA | … | … | 4.53 | 2.25 | 6.52 | 9.23 | 24.15 | 7.48 | 10.94 | 1.74 | 6.62 | 3.05 | 8.88 | 6.11 | 4.50 | 6.89 | 1.91 | 4.88 | 5.47 | 6.99 | 15.08 | 2.85 | 3.96 | 5.90 | 7.80 | 8.23 | 3.47 |
| Yield(%) | 0.00 | 3.08 | 2.60 | 1.70 | 1.54 | 1.55 | 2.21 | … | … | 0.78 | 3.19 | 2.32 | 2.00 | 1.11 | 1.24 | 1.28 | 1.65 | 1.38 | 1.15 | 1.31 | 0.07 | 2.18 | 1.51 | 3.06 | 2.76 | 3.29 | 3.25 | 3.35 | 4.88 | 2.72 | 4.08 | 3.43 | 4.47 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCWAX (CAPITAL WORLD BOND FUND CLASS R-1) |
-8.94%
Oct 2020 – Oct 2023 |
-3.90%
Sep 2017 – Sep 2022 |
-1.99%
Oct 2012 – Oct 2022 |
-0.09%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCWAX (CAPITAL WORLD BOND FUND CLASS R-1) |
11.42%
Jul 2002 – Jul 2005 |
8.96%
Oct 2002 – Oct 2007 |
6.78%
Jul 2002 – Jul 2012 |
4.61%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart