Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCWCX (CAPITAL WORLD BOND FUND CLASS R-3) | 5.31% | 3.34% | 1.98% | -2.75% | 0.27% | 0.74% | 1.81% | 3.05% |
Data as of 07/17/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCWCX (CAPITAL WORLD BOND FUND CLASS R-3) | 06/10/2002 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.85 | 3.34 | 1.98 | -2.75 | 0.27 | 0.74 | 1.81 | 3.05 | 5.31 | -3.40 | 5.67 | -17.66 | -5.94 | 8.25 | 7.44 | -1.78 | 7.02 | 1.95 | -4.43 | 1.30 | -3.21 | 7.10 | 3.46 | 5.57 | 10.27 | -0.98 | 8.19 | 7.30 | -3.30 | 10.19 | 19.25 | 8.92 |
| Sharpe Ratio | NA | 0.22 | -0.15 | -0.72 | -0.20 | NA | NA | 0.33 | 1.36 | -1.76 | 0.19 | -2.23 | -1.64 | 1.22 | 1.87 | -0.88 | 1.53 | 0.34 | -0.96 | 0.39 | -0.69 | 2.29 | 0.86 | 1.09 | 1.56 | -0.23 | 1.35 | 0.79 | -1.01 | 1.12 | 2.27 | 2.28 |
| Standard Deviation(%) | NA | 5.93 | 7.28 | 6.43 | 5.63 | NA | NA | 5.72 | 6.21 | 5.69 | 7.68 | 8.55 | 3.63 | 6.56 | 3.23 | 3.52 | 4.19 | 5.08 | 4.65 | 3.32 | 4.72 | 3.10 | 3.97 | 5.01 | 6.55 | 8.15 | 3.88 | 5.14 | 5.42 | 8.23 | 8.17 | 6.71 |
| Draw Down(%) | NA | 7.77 | 12.13 | 29.20 | 29.20 | NA | NA | 29.20 | 2.22 | 6.39 | 8.91 | 23.89 | 7.09 | 10.93 | 1.66 | 6.35 | 3.00 | 8.73 | 5.73 | 4.26 | 6.59 | 1.85 | 4.79 | 5.40 | 6.90 | 14.84 | 2.71 | 3.82 | 5.82 | 7.71 | 8.18 | 3.47 |
| Yield(%) | 0.00 | 2.31 | 2.26 | 1.73 | 1.80 | 2.05 | 2.63 | 3.42 | 0.87 | 2.71 | 2.40 | 1.46 | 1.66 | 1.76 | 2.15 | 1.83 | 1.66 | 1.78 | 0.27 | 2.62 | 1.93 | 3.48 | 3.20 | 3.71 | 3.67 | 3.73 | 5.23 | 3.10 | 4.43 | 3.43 | 5.27 | 0.00 |
Data as of 07/17/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCWCX (CAPITAL WORLD BOND FUND CLASS R-3) |
-8.51%
Oct 2020 - Oct 2023 |
-3.44%
Sep 2017 - Sep 2022 |
-1.53%
Oct 2012 - Oct 2022 |
0.51%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCWCX (CAPITAL WORLD BOND FUND CLASS R-3) |
11.82%
Jul 2002 - Jul 2005 |
9.42%
Oct 2002 - Oct 2007 |
7.23%
Jul 2002 - Jul 2012 |
5.05%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart