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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
RWIAX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-1) 14.15% 12.50% 13.81% 8.02% 7.23% 7.97% 6.92% 7.82%
Data as of 07/25/2025, AR inception 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 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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 (%) 1.00 12.50 13.81 8.02 7.23 7.97 6.92 7.82 14.15 6.60 17.95 -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 0.53 0.69 0.39 0.35 NA NA 0.38 1.28 0.00 1.17 -0.92 0.58 0.47 2.06 -0.86 3.69 0.38 -0.21 0.30 2.28 1.38 -0.35 0.35 1.26 -1.06 0.85 1.64 1.26 1.45 3.56 -1.18
Standard Deviation(%) NA 17.66 15.22 15.74 16.55 NA NA 17.47 18.44 13.49 11.85 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 18.55 18.55 31.24 32.06 NA NA 54.54 15.65 9.29 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 0.59 1.15 1.07 2.74 3.34 3.82 4.96 0.12 1.04 1.36 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 07/25/2025, AR inception 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