Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2) | 12.64% | 6.16% | 15.02% | 8.04% | 6.82% | 8.00% | 6.86% | 7.74% |
Data as of 07/14/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2) | 06/10/2002 | 07/14/2025 |
| 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 (%) | 0.57 | 6.16 | 15.02 | 8.04 | 6.82 | 8.00 | 6.86 | 7.74 | 12.64 | 6.58 | 17.96 | -17.94 | 8.01 | 14.48 | 24.34 | -10.96 | 23.70 | 5.71 | -2.89 | 3.23 | 23.97 | 18.25 | -8.23 | 6.90 | 31.18 | -38.90 | 16.38 | 21.29 | 13.77 | 17.93 | 37.90 | -11.46 |
| Sharpe Ratio | NA | 0.18 | 0.71 | 0.38 | 0.33 | NA | NA | 0.38 | 1.18 | 0.00 | 1.17 | -0.92 | 0.58 | 0.47 | 2.06 | -0.86 | 3.69 | 0.39 | -0.21 | 0.31 | 2.29 | 1.38 | -0.35 | 0.35 | 1.25 | -1.06 | 0.85 | 1.64 | 1.26 | 1.46 | 3.56 | -1.19 |
| Standard Deviation(%) | NA | 17.86 | 15.32 | 15.77 | 16.55 | NA | NA | 17.48 | 19.04 | 13.50 | 11.85 | 21.13 | 13.75 | 29.99 | 11.14 | 14.27 | 6.27 | 14.29 | 13.95 | 10.45 | 10.47 | 13.27 | 23.74 | 19.62 | 24.84 | 37.41 | 15.86 | 11.02 | 9.19 | 11.62 | 10.44 | 17.22 |
| Draw Down(%) | NA | 18.58 | 18.58 | 31.27 | 32.04 | NA | NA | 54.59 | 15.64 | 9.31 | 10.05 | 27.61 | 9.28 | 32.04 | 6.34 | 21.12 | 2.64 | 10.87 | 14.36 | 8.91 | 8.20 | 11.35 | 23.07 | 16.55 | 24.00 | 49.66 | 11.26 | 12.88 | 6.83 | 9.22 | 12.68 | 22.79 |
| Yield(%) | 0.00 | 0.57 | 1.21 | 1.09 | 2.68 | 3.42 | 3.84 | 4.96 | 0.12 | 1.05 | 1.37 | 1.06 | 0.94 | 0.68 | 2.16 | 5.41 | 7.01 | 4.68 | 3.12 | 1.59 | 1.93 | 2.27 | 1.92 | 1.87 | 2.39 | 2.00 | 9.85 | 6.37 | 5.83 | 4.32 | 3.34 | 0.00 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| RWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2) |
-11.59%
Feb 2006 - Feb 2009 |
-3.43%
May 2007 - May 2012 |
3.45%
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 |
|---|---|---|---|---|
| RWIBX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2) |
27.69%
Mar 2003 - Mar 2006 |
23.43%
Sep 2002 - Sep 2007 |
11.24%
Feb 2009 - Feb 2019 |
10.15%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart