Performance Comparison
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