Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-1) | 15.18% | 31.57% | 21.25% | 9.20% | 10.68% | 9.06% | 7.64% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-1) | 06/10/2002 | 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 (%) | 0.46 | 31.57 | 21.25 | 9.20 | 10.68 | 9.06 | 7.64 | … | … | 15.18 | 23.73 | 12.98 | 19.90 | -17.92 | 8.02 | 14.48 | 24.38 | -10.98 | 23.70 | 5.69 | -2.90 | 3.20 | 23.91 | 18.26 | -8.24 | 6.88 | 31.31 | -38.84 | 16.36 | 21.28 | 13.71 | 17.90 | 37.99 | -11.30 |
| Sharpe Ratio | NA | 2.25 | 1.31 | 0.44 | 0.56 | NA | NA | … | … | 2.29 | 1.33 | 0.79 | 1.39 | -0.92 | 0.58 | 0.47 | 2.06 | -0.87 | 3.69 | 0.38 | -0.21 | 0.30 | 2.28 | 1.38 | -0.35 | 0.35 | 1.26 | -1.06 | 0.84 | 1.63 | 1.25 | 1.45 | 3.56 | -1.18 |
| Standard Deviation(%) | NA | 13.50 | 13.86 | 15.50 | 16.27 | NA | NA | … | … | 16.75 | 15.74 | 11.83 | 11.79 | 21.13 | 13.74 | 29.97 | 11.13 | 14.28 | 6.28 | 14.30 | 13.96 | 10.47 | 10.47 | 13.27 | 23.74 | 19.64 | 24.87 | 37.41 | 15.85 | 11.01 | 9.18 | 11.67 | 10.47 | 17.18 |
| Draw Down(%) | NA | 10.59 | 15.65 | 31.24 | 32.06 | NA | NA | … | … | 10.59 | 15.65 | 8.41 | 10.05 | 27.58 | 9.27 | 32.06 | 6.32 | 21.11 | 2.63 | 10.88 | 14.36 | 8.92 | 8.22 | 11.36 | 23.07 | 16.55 | 24.01 | 49.63 | 11.26 | 12.88 | 6.85 | 9.24 | 12.74 | 22.67 |
| Yield(%) | 0.00 | 10.28 | 7.92 | 4.43 | 5.30 | 5.00 | 4.71 | … | … | 0.09 | 11.16 | 7.65 | 3.21 | 1.07 | 0.93 | 0.67 | 2.15 | 5.39 | 6.98 | 4.66 | 3.07 | 1.56 | 1.87 | 2.25 | 1.93 | 1.89 | 2.48 | 2.07 | 9.84 | 6.35 | 5.79 | 4.30 | 3.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-1) |
-11.56%
Feb 2006 – Feb 2009 |
-3.40%
May 2007 – May 2012 |
3.46%
Oct 2007 – Oct 2017 |
2.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-1) |
27.70%
Mar 2003 – Mar 2006 |
23.43%
Sep 2002 – Sep 2007 |
11.23%
Feb 2009 – Feb 2019 |
10.15%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart