Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDWHX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5E) | 14.58% | 35.93% | 18.84% | 4.88% | 7.84% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDWHX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.17 | 35.93 | 18.84 | 4.88 | 7.84 | NA | NA | … | … | 14.58 | 34.74 | 3.90 | 11.56 | -23.29 | 0.77 | 11.60 | 23.71 | -14.63 | 28.06 | 9.38 | -5.04 |
| Sharpe Ratio | NA | 2.69 | 1.22 | 0.21 | 0.42 | NA | NA | … | … | 2.65 | 2.18 | 0.02 | 0.65 | -1.10 | 0.05 | 0.39 | 1.86 | -1.15 | 3.61 | 0.62 | -2.40 |
| Standard Deviation(%) | NA | 15.31 | 14.38 | 16.16 | 16.52 | NA | NA | … | … | 19.73 | 14.67 | 12.57 | 12.20 | 22.61 | 14.22 | 28.84 | 11.94 | 14.01 | 7.62 | 14.87 | 16.48 |
| Draw Down(%) | NA | 13.22 | 14.58 | 38.15 | 38.47 | NA | NA | … | … | 13.22 | 12.64 | 9.67 | 12.90 | 32.89 | 11.58 | 34.69 | 8.75 | 22.89 | 3.06 | 13.20 | 8.09 |
| Yield(%) | 0.00 | 2.65 | 2.22 | 1.40 | 2.23 | 1.55 | 1.16 | … | … | 0.21 | 2.81 | 1.50 | 2.13 | 1.05 | 1.28 | 1.15 | 2.47 | 2.12 | 2.92 | 2.38 | 0.36 |
Data as of 06/05/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWHX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5E) |
-6.64%
Jun 2021 – Jun 2024 |
-3.04%
Oct 2017 – Oct 2022 |
6.64%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWHX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5E) |
21.68%
May 2023 – May 2026 |
12.45%
Feb 2016 – Feb 2021 |
8.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
