Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USAWX (WORLD GROWTH FUND WORLD GROWTH FUND SHARES) | 12.35% | 28.64% | 20.96% | 6.64% | 9.93% | 9.53% | 8.46% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USAWX (WORLD GROWTH FUND WORLD GROWTH FUND SHARES) | 12/29/1993 | 06/04/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 28.64 | 20.96 | 6.64 | 9.93 | 9.53 | 8.46 | … | … | 12.35 | 19.39 | 18.13 | 24.65 | -21.83 | -0.22 | 11.17 | 32.11 | -9.81 | 23.92 | 7.09 | -1.62 | 3.71 | 27.74 | 23.41 | -4.35 | 12.19 | 31.36 | -33.99 | 9.31 | 23.96 | 7.73 | 17.77 | 28.70 | -15.14 | -17.50 | -10.97 | 30.73 | 10.37 | 12.87 | 19.08 | 10.90 | -1.57 | 0.47 |
| Sharpe Ratio | NA | 2.17 | 1.29 | 0.24 | 0.47 | NA | NA | … | … | 1.92 | 1.01 | 1.18 | 1.74 | -1.04 | -0.01 | 0.34 | 2.73 | -0.79 | 3.57 | 0.48 | -0.12 | 0.34 | 2.42 | 1.58 | -0.17 | 0.65 | 1.22 | -0.93 | 0.43 | 1.88 | 0.63 | 1.47 | 2.14 | -0.89 | -0.73 | -0.88 | 2.17 | 0.40 | 0.80 | 2.26 | 0.94 | -0.61 | 44.97 |
| Standard Deviation(%) | NA | 12.23 | 13.97 | 17.66 | 17.74 | NA | NA | … | … | 14.83 | 16.43 | 12.31 | 12.15 | 22.46 | 21.71 | 32.06 | 11.24 | 14.16 | 6.54 | 14.44 | 14.33 | 10.79 | 11.43 | 14.91 | 25.19 | 18.68 | 25.56 | 37.35 | 14.46 | 10.97 | 8.70 | 11.39 | 13.08 | 18.33 | 27.79 | 17.21 | 12.61 | 17.38 | 11.50 | 6.78 | 7.33 | 7.66 | 1.77 |
| Draw Down(%) | NA | 9.18 | 17.61 | 39.01 | 39.01 | NA | NA | … | … | 9.18 | 17.61 | 8.98 | 9.91 | 27.57 | 19.57 | 32.47 | 6.22 | 19.00 | 2.25 | 9.18 | 13.18 | 10.59 | 6.94 | 12.41 | 22.11 | 15.67 | 26.01 | 45.54 | 8.97 | 9.94 | 6.21 | 6.91 | 14.78 | 25.50 | 33.21 | 19.52 | 6.46 | 27.13 | 11.29 | 6.88 | 6.32 | 9.94 | 0.00 |
| Yield(%) | 0.00 | 11.95 | 8.19 | 4.01 | 7.67 | 7.89 | 7.25 | … | … | 0.00 | 12.47 | 7.45 | 1.27 | 0.31 | 0.98 | 0.72 | 38.64 | 6.00 | 5.20 | 3.03 | 2.77 | 2.67 | 2.81 | 1.14 | 0.88 | 0.91 | 0.64 | 2.58 | 7.60 | 11.68 | 8.18 | 2.04 | 1.00 | 1.29 | 0.47 | 5.38 | 8.52 | 3.82 | 7.20 | 7.57 | 0.66 | 0.00 | 0.08 |
Data as of 06/04/2026, Common starting date is 12/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAWX (WORLD GROWTH FUND WORLD GROWTH FUND SHARES) |
-17.33%
Mar 2000 – Mar 2003 |
-5.68%
Mar 1998 – Mar 2003 |
-0.30%
Feb 1999 – Feb 2009 |
2.79%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAWX (WORLD GROWTH FUND WORLD GROWTH FUND SHARES) |
24.41%
Feb 2009 – Feb 2012 |
22.49%
Feb 2009 – Feb 2014 |
14.12%
Feb 2009 – Feb 2019 |
11.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart