Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCWFX (CAPITAL WORLD BOND FUND CLASS R-5) | -0.61% | 2.03% | 3.52% | -2.09% | 0.58% | 0.94% | 2.45% | … | … |
Data as of 06/04/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCWFX (CAPITAL WORLD BOND FUND CLASS R-5) | 06/07/2002 | 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 | 2.03 | 3.52 | -2.09 | 0.58 | 0.94 | 2.45 | … | … | -0.61 | 9.31 | -2.88 | 6.36 | -17.21 | -5.36 | 8.88 | 8.07 | -1.17 | 7.65 | 2.64 | -3.85 | 1.94 | -2.62 | 7.82 | 4.11 | 6.26 | 10.92 | -0.32 | 8.89 | 7.95 | -2.65 | 10.80 | 20.13 | 10.06 |
| Sharpe Ratio | NA | 0.10 | 0.13 | -0.69 | -0.15 | NA | NA | … | … | -0.48 | 1.24 | -1.14 | 0.35 | -2.19 | -1.47 | 1.31 | 2.05 | -0.73 | 1.67 | 0.48 | -0.83 | 0.59 | -0.56 | 2.53 | 1.03 | 1.22 | 1.65 | -0.16 | 1.47 | 0.88 | -0.91 | 1.20 | 2.37 | 2.61 |
| Standard Deviation(%) | NA | 4.99 | 5.87 | 6.55 | 5.67 | NA | NA | … | … | 5.80 | 5.22 | 5.69 | 7.67 | 8.55 | 3.65 | 6.56 | 3.21 | 3.52 | 4.20 | 5.09 | 4.66 | 3.26 | 4.74 | 3.10 | 3.98 | 5.06 | 6.56 | 8.11 | 3.91 | 5.15 | 5.42 | 8.22 | 8.19 | 6.64 |
| Draw Down(%) | NA | 4.39 | 7.59 | 26.30 | 28.42 | NA | NA | … | … | 4.39 | 2.28 | 6.27 | 8.53 | 23.53 | 6.60 | 10.89 | 1.55 | 5.99 | 2.89 | 8.57 | 5.20 | 3.94 | 6.35 | 1.80 | 4.62 | 5.38 | 6.84 | 14.53 | 2.69 | 3.80 | 5.70 | 7.54 | 8.02 | 3.47 |
| Yield(%) | 0.00 | 4.08 | 3.60 | 2.51 | 2.50 | 2.49 | 3.26 | … | … | 1.03 | 4.24 | 3.29 | 2.99 | 1.97 | 2.23 | 2.37 | 2.78 | 2.43 | 2.29 | 2.43 | 0.90 | 3.26 | 2.55 | 4.13 | 3.84 | 4.33 | 4.30 | 4.33 | 5.84 | 3.71 | 5.07 | 4.15 | 5.91 | 1.12 |
Data as of 06/04/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCWFX (CAPITAL WORLD BOND FUND CLASS R-5) |
-7.97%
Oct 2020 – Oct 2023 |
-2.87%
Sep 2017 – Sep 2022 |
-0.93%
Oct 2012 – Oct 2022 |
0.98%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCWFX (CAPITAL WORLD BOND FUND CLASS R-5) |
12.84%
Jul 2002 – Jul 2005 |
10.33%
Oct 2002 – Oct 2007 |
8.00%
Jul 2002 – Jul 2012 |
5.78%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart