Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-4) | 14.43% | 35.63% | 18.59% | 4.68% | 7.62% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-4) | 03/10/2014 | 06/05/2026 |
| 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 (%) | -4.22 | 35.63 | 18.59 | 4.68 | 7.62 | NA | NA | … | … | 14.43 | 34.41 | 3.70 | 11.43 | -23.42 | 0.58 | 11.34 | 23.60 | -14.91 | 27.68 | 9.24 | -17.46 | -0.27 |
| Sharpe Ratio | NA | 2.67 | 1.20 | 0.20 | 0.40 | NA | NA | … | … | 2.63 | 2.16 | 0.01 | 0.64 | -1.10 | 0.04 | 0.38 | 1.87 | -1.17 | 3.60 | 0.61 | -1.18 | -0.04 |
| Standard Deviation(%) | NA | 15.36 | 14.41 | 16.18 | 16.52 | NA | NA | … | … | 19.77 | 14.68 | 12.62 | 12.20 | 22.64 | 14.23 | 28.86 | 11.84 | 14.01 | 7.55 | 14.88 | 14.80 | 8.44 |
| Draw Down(%) | NA | 13.31 | 14.64 | 38.31 | 38.66 | NA | NA | … | … | 13.31 | 12.67 | 9.70 | 12.93 | 33.03 | 11.78 | 34.71 | 8.74 | 23.02 | 3.15 | 13.18 | 24.86 | 15.00 |
| Yield(%) | 0.00 | 2.42 | 1.99 | 1.24 | 1.99 | 1.29 | 0.96 | … | … | 0.16 | 2.57 | 1.30 | 1.91 | 0.90 | 1.08 | 0.96 | 2.26 | 1.90 | 2.60 | 2.24 | 1.76 | 0.21 |
Data as of 06/05/2026, Common starting date is 03/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-4) |
-6.79%
Jun 2021 – Jun 2024 |
-3.22%
Oct 2017 – Oct 2022 |
0.80%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWEX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-4) |
21.45%
May 2023 – May 2026 |
12.21%
Feb 2016 – Feb 2021 |
8.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart