Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-3) | 11.32% | 27.50% | 20.33% | 8.91% | 10.78% | 9.29% | 7.93% | … | … |
Data as of 06/05/2026, Common starting date is 06/06/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-3) | 06/06/2002 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | 27.50 | 20.33 | 8.91 | 10.78 | 9.29 | 7.93 | … | … | 11.32 | 24.27 | 13.49 | 20.44 | -17.56 | 8.54 | 14.97 | 24.94 | -10.58 | 24.29 | 6.15 | -2.46 | 3.65 | 24.50 | 18.79 | -7.83 | 7.40 | 31.90 | -38.59 | 16.90 | 21.85 | 14.28 | 18.34 | 38.46 | -12.04 |
| Sharpe Ratio | NA | 1.77 | 1.22 | 0.41 | 0.56 | NA | NA | … | … | 1.49 | 1.37 | 0.83 | 1.44 | -0.90 | 0.62 | 0.49 | 2.11 | -0.84 | 3.78 | 0.41 | -0.18 | 0.35 | 2.34 | 1.42 | -0.33 | 0.37 | 1.28 | -1.05 | 0.87 | 1.68 | 1.31 | 1.49 | 3.60 | -1.24 |
| Standard Deviation(%) | NA | 14.02 | 13.98 | 15.58 | 16.30 | NA | NA | … | … | 17.41 | 15.73 | 11.83 | 11.78 | 21.13 | 13.73 | 29.95 | 11.13 | 14.28 | 6.29 | 14.31 | 13.94 | 10.47 | 10.47 | 13.27 | 23.74 | 19.63 | 24.87 | 37.41 | 15.87 | 11.00 | 9.18 | 11.64 | 10.47 | 17.11 |
| Draw Down(%) | NA | 10.56 | 15.60 | 30.96 | 32.01 | NA | NA | … | … | 10.56 | 15.60 | 8.38 | 9.95 | 27.35 | 9.21 | 32.01 | 6.32 | 20.79 | 2.62 | 10.84 | 14.21 | 8.81 | 8.16 | 11.31 | 22.93 | 16.48 | 23.94 | 49.44 | 11.22 | 12.83 | 6.77 | 9.17 | 12.66 | 23.33 |
| Yield(%) | 0.00 | 10.70 | 8.41 | 4.84 | 5.84 | 5.60 | 5.24 | … | … | 0.20 | 11.61 | 8.12 | 3.69 | 1.44 | 1.41 | 1.10 | 2.66 | 5.81 | 7.47 | 5.12 | 3.53 | 2.02 | 2.36 | 2.74 | 2.35 | 2.31 | 2.94 | 2.40 | 10.31 | 6.83 | 6.27 | 4.63 | 3.69 | 0.66 |
Data as of 06/05/2026, Common starting date is 06/06/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-3) |
-11.15%
Feb 2006 – Feb 2009 |
-2.97%
May 2007 – May 2012 |
3.93%
Oct 2007 – Oct 2017 |
3.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-3) |
28.23%
Mar 2003 – Mar 2006 |
23.93%
Sep 2002 – Sep 2007 |
11.73%
Feb 2009 – Feb 2019 |
10.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart