Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2) | 15.67% | 32.89% | 22.45% | 10.29% | 11.78% | 10.15% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2) | 08/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 32.89 | 22.45 | 10.29 | 11.78 | 10.15 | NA | … | … | 15.67 | 24.94 | 14.11 | 21.11 | -17.12 | 9.15 | 15.61 | 25.61 | -10.07 | 24.92 | 6.75 | -1.95 | 4.26 | 25.19 | 19.44 | -7.33 | 8.16 | 32.65 | -28.60 |
| Sharpe Ratio | NA | 2.35 | 1.40 | 0.51 | 0.63 | NA | NA | … | … | 2.37 | 1.41 | 0.89 | 1.50 | -0.88 | 0.67 | 0.51 | 2.17 | -0.80 | 3.89 | 0.46 | -0.14 | 0.41 | 2.40 | 1.47 | -0.31 | 0.41 | 1.31 | -1.05 |
| Standard Deviation(%) | NA | 13.51 | 13.86 | 15.49 | 16.27 | NA | NA | … | … | 16.76 | 15.74 | 11.84 | 11.78 | 21.12 | 13.72 | 29.98 | 11.13 | 14.30 | 6.27 | 14.28 | 13.94 | 10.46 | 10.48 | 13.26 | 23.74 | 19.66 | 24.89 | 56.17 |
| Draw Down(%) | NA | 10.51 | 15.55 | 30.63 | 31.99 | NA | NA | … | … | 10.51 | 15.55 | 8.37 | 9.84 | 27.07 | 9.16 | 31.99 | 6.28 | 20.38 | 2.59 | 10.76 | 14.04 | 8.65 | 8.12 | 11.20 | 22.75 | 16.29 | 23.83 | 41.27 |
| Yield(%) | 0.00 | 11.18 | 8.99 | 5.32 | 6.49 | 6.33 | 5.01 | … | … | 0.33 | 12.13 | 8.66 | 4.26 | 1.89 | 2.00 | 1.63 | 3.26 | 6.33 | 8.04 | 5.66 | 4.06 | 2.60 | 2.95 | 3.34 | 2.88 | 2.99 | 3.54 | 1.55 |
Data as of 06/04/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2) |
0.14%
Sep 2008 – Sep 2011 |
1.86%
Sep 2017 – Sep 2022 |
5.87%
Oct 2013 – Oct 2023 |
7.10%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2) |
23.27%
Sep 2022 – Sep 2025 |
19.43%
Feb 2009 – Feb 2014 |
12.37%
Feb 2009 – Feb 2019 |
11.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart