Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWIHX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5E) | 15.72% | 33.49% | 22.42% | 11.55% | 12.38% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWIHX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5E) | 11/23/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 33.49 | 22.42 | 11.55 | 12.38 | NA | NA | … | … | 15.72 | 24.89 | 14.06 | 21.04 | -17.15 | 14.95 | 15.55 | 25.56 | -10.10 | 24.91 | 6.60 | -2.64 |
| Sharpe Ratio | NA | 2.35 | 1.39 | 0.59 | 0.67 | NA | NA | … | … | 2.37 | 1.40 | 0.88 | 1.49 | -0.88 | 1.21 | 0.51 | 2.16 | -0.81 | 3.76 | 0.45 | -1.61 |
| Standard Deviation(%) | NA | 13.50 | 13.86 | 15.27 | 16.17 | NA | NA | … | … | 16.75 | 15.74 | 11.84 | 11.79 | 21.13 | 12.37 | 29.99 | 11.15 | 14.27 | 6.47 | 14.28 | 14.26 |
| Draw Down(%) | NA | 10.51 | 15.56 | 27.10 | 31.99 | NA | NA | … | … | 10.51 | 15.56 | 8.37 | 9.84 | 27.10 | 5.77 | 31.99 | 6.29 | 20.43 | 2.59 | 10.78 | 4.85 |
| Yield(%) | 0.00 | 11.20 | 8.94 | 6.34 | 7.23 | 4.86 | 3.65 | … | … | 0.32 | 12.09 | 8.62 | 4.20 | 1.85 | 7.57 | 1.59 | 3.23 | 6.30 | 8.02 | 5.58 | 2.27 |
Data as of 06/03/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIHX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5E) |
1.45%
Mar 2017 – Mar 2020 |
2.88%
Sep 2017 – Sep 2022 |
10.87%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIHX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5E) |
23.22%
Sep 2022 – Sep 2025 |
13.78%
Mar 2020 – Mar 2025 |
12.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart