Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-3) | 2.08% | 1.70% | 8.27% | 9.33% | 6.25% | 7.97% | 6.99% | 8.08% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-3) | 06/06/2002 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 06/06/2002.
AR inception is since 06/06/2002.
| 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 (%) | 1.61 | 1.70 | 8.27 | 9.33 | 6.25 | 7.97 | 6.99 | 8.08 | 2.08 | 7.10 | 18.49 | -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 | -0.11 | 0.22 | 0.42 | 0.27 | NA | NA | 0.37 | 0.24 | 0.04 | 1.21 | -0.90 | 0.62 | 0.49 | 2.11 | -0.84 | 3.78 | 0.42 | -0.18 | 0.35 | 2.34 | 1.42 | -0.33 | 0.37 | 1.28 | -1.05 | 0.88 | 1.70 | 1.32 | 1.49 | 3.61 | -1.24 |
| Standard Deviation(%) | NA | 17.75 | 16.41 | 16.16 | 16.58 | NA | NA | 17.53 | 22.74 | 13.48 | 11.85 | 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 | 18.61 | 18.61 | 30.96 | 32.01 | NA | NA | 54.27 | 15.80 | 9.27 | 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 | 1.17 | 1.64 | 1.81 | 3.18 | 4.18 | 4.55 | 5.88 | 0.00 | 1.53 | 1.84 | 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 |
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