Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCWEX (CAPITAL WORLD BOND FUND CLASS R-4) | 7.39% | 8.37% | 2.49% | -1.87% | 0.75% | 1.29% | 2.23% | 3.47% |
Data as of 07/01/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCWEX (CAPITAL WORLD BOND FUND CLASS R-4) | 06/10/2002 | 07/01/2025 |
| 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 (%) | 1.03 | 8.37 | 2.49 | -1.87 | 0.75 | 1.29 | 2.23 | 3.47 | 7.39 | -3.16 | 6.05 | -17.43 | -5.65 | 8.51 | 7.81 | -1.48 | 7.28 | 2.34 | -4.14 | 1.69 | -2.93 | 7.50 | 3.75 | 5.96 | 10.65 | -0.64 | 8.58 | 7.58 | -2.85 | 10.49 | 19.75 | 9.11 |
| Sharpe Ratio | NA | 0.66 | -0.11 | -0.62 | -0.14 | NA | NA | 0.40 | 1.81 | -1.71 | 0.24 | -2.22 | -1.58 | 1.26 | 1.98 | -0.80 | 1.58 | 0.42 | -0.89 | 0.51 | -0.62 | 2.43 | 0.94 | 1.18 | 1.61 | -0.19 | 1.43 | 0.83 | -0.93 | 1.16 | 2.33 | 2.33 |
| Standard Deviation(%) | NA | 5.94 | 7.28 | 6.40 | 5.62 | NA | NA | 5.72 | 6.27 | 5.70 | 7.68 | 8.52 | 3.60 | 6.56 | 3.24 | 3.50 | 4.22 | 5.07 | 4.67 | 3.28 | 4.74 | 3.10 | 3.96 | 5.00 | 6.56 | 8.12 | 3.92 | 5.24 | 5.41 | 8.21 | 8.19 | 6.73 |
| Draw Down(%) | NA | 7.66 | 12.00 | 28.78 | 28.78 | NA | NA | 28.78 | 2.22 | 6.34 | 8.75 | 23.68 | 6.82 | 10.91 | 1.59 | 6.15 | 2.97 | 8.60 | 5.49 | 4.15 | 6.49 | 1.85 | 4.71 | 5.44 | 6.85 | 14.71 | 2.70 | 3.87 | 5.76 | 7.65 | 8.09 | 3.47 |
| Yield(%) | 0.00 | 2.61 | 2.50 | 1.99 | 2.09 | 2.39 | 2.96 | 3.83 | 0.94 | 3.01 | 2.70 | 1.72 | 1.95 | 2.07 | 2.47 | 2.13 | 1.98 | 2.12 | 0.61 | 2.96 | 2.26 | 3.82 | 3.54 | 4.04 | 4.03 | 4.06 | 5.55 | 3.42 | 4.82 | 3.97 | 5.64 | 0.00 |
Data as of 07/01/2025, 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 |
|---|---|---|---|---|
| RCWEX (CAPITAL WORLD BOND FUND CLASS R-4) |
-8.24%
Oct 2020 - Oct 2023 |
-3.15%
Sep 2017 - Sep 2022 |
-1.22%
Oct 2012 - Oct 2022 |
0.83%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCWEX (CAPITAL WORLD BOND FUND CLASS R-4) |
12.26%
Jul 2002 - Jul 2005 |
9.79%
Oct 2002 - Oct 2007 |
7.61%
Jul 2002 - Jul 2012 |
5.42%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart