Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-1) | 17.30% | 35.84% | 17.94% | 4.37% | 7.36% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-1) | 03/12/2014 | 06/12/2026 |
| 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 (%) | 2.80 | 35.84 | 17.94 | 4.37 | 7.36 | NA | NA | … | … | 17.30 | 31.71 | 2.94 | 10.57 | -24.00 | -0.23 | 10.50 | 22.68 | -15.49 | 26.62 | 8.49 | -18.10 | -0.29 |
| Sharpe Ratio | NA | 1.98 | 0.99 | 0.11 | 0.33 | NA | NA | … | … | 1.86 | 1.99 | -0.29 | 0.52 | -1.12 | -0.02 | 0.36 | 1.80 | -1.21 | 3.44 | 0.56 | -1.23 | -0.04 |
| Standard Deviation(%) | NA | 16.81 | 14.89 | 16.50 | 16.65 | NA | NA | … | … | 21.68 | 14.75 | 12.67 | 12.25 | 22.74 | 14.22 | 28.77 | 11.82 | 13.99 | 7.59 | 14.89 | 14.74 | 8.32 |
| Draw Down(%) | NA | 13.29 | 14.99 | 38.92 | 39.41 | NA | NA | … | … | 13.29 | 12.75 | 9.88 | 13.12 | 33.39 | 12.31 | 34.79 | 8.77 | 23.43 | 3.16 | 13.21 | 25.13 | 15.04 |
| Yield(%) | 0.00 | 1.59 | 1.21 | 0.69 | 1.21 | 0.75 | 0.57 | … | … | 0.00 | 1.83 | 0.60 | 1.24 | 0.39 | 0.42 | 0.38 | 1.59 | 1.22 | 1.71 | 1.35 | 1.09 | 0.00 |
Data as of 06/12/2026, Common starting date is 03/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-1) |
-7.50%
Jun 2021 – Jun 2024 |
-3.94%
Oct 2017 – Oct 2022 |
0.05%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWAX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-1) |
20.52%
May 2023 – May 2026 |
11.38%
Feb 2016 – Feb 2021 |
7.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart