Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USWGX (WORLD GROWTH FUND WORLD GROWTH FUND ADVISER SHARES) | 9.31% | 25.07% | 19.56% | 5.76% | 9.36% | 9.01% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USWGX (WORLD GROWTH FUND WORLD GROWTH FUND ADVISER SHARES) | 09/20/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 25.07 | 19.56 | 5.76 | 9.36 | 9.01 | NA | … | … | 9.31 | 18.97 | 17.77 | 24.36 | -22.07 | -0.44 | 10.87 | 31.95 | -10.00 | 23.57 | 6.81 | -1.87 | 3.60 | 27.36 | 23.04 | -5.30 | 9.49 |
| Sharpe Ratio | NA | 2.12 | 1.26 | 0.22 | 0.45 | NA | NA | … | … | 1.88 | 0.98 | 1.15 | 1.72 | -1.05 | -0.02 | 0.33 | 2.71 | -0.81 | 3.50 | 0.46 | -0.13 | 0.33 | 2.39 | 1.55 | -0.21 | 2.64 |
| Standard Deviation(%) | NA | 12.33 | 14.03 | 17.68 | 17.75 | NA | NA | … | … | 14.86 | 16.56 | 12.34 | 12.17 | 22.41 | 21.71 | 32.08 | 11.24 | 14.16 | 6.57 | 14.34 | 14.31 | 10.77 | 11.43 | 14.93 | 25.27 | 14.13 |
| Draw Down(%) | NA | 9.19 | 17.62 | 39.17 | 39.17 | NA | NA | … | … | 9.19 | 17.62 | 9.03 | 10.00 | 27.70 | 19.63 | 32.49 | 6.24 | 19.15 | 2.28 | 9.23 | 13.24 | 10.64 | 6.96 | 12.43 | 22.24 | 5.90 |
| Yield(%) | 0.00 | 11.67 | 7.86 | 3.74 | 7.38 | 7.48 | 6.52 | … | … | 0.00 | 12.16 | 7.12 | 0.98 | 0.16 | 0.47 | 0.44 | 38.56 | 5.72 | 4.35 | 2.77 | 2.32 | 2.55 | 2.73 | 0.81 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USWGX (WORLD GROWTH FUND WORLD GROWTH FUND ADVISER SHARES) |
-4.90%
Dec 2019 – Dec 2022 |
-0.18%
Sep 2017 – Sep 2022 |
4.59%
Oct 2013 – Oct 2023 |
8.48%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USWGX (WORLD GROWTH FUND WORLD GROWTH FUND ADVISER SHARES) |
21.66%
Sep 2022 – Sep 2025 |
14.00%
Oct 2016 – Oct 2021 |
12.64%
Sep 2011 – Sep 2021 |
9.20%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart