Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) -0.16% 1.98% 6.53% 9.04% 6.13% 7.39% 7.23% 9.79%
More Performance Analytics Comparison
Name Start Date End Date
CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) 06/03/1993 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/03/1993.
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 2001 2000 1999 1998 1997 1996 1995 1994 1993
Annualized Return (%) 5.49 1.98 6.53 9.04 6.13 7.39 7.23 9.79 -0.16 7.49 18.88 -17.32 8.92 15.31 25.31 -10.25 24.67 6.50 -2.15 4.00 24.83 19.14 -7.52 7.71 32.27 -38.37 17.35 22.36 14.71 18.71 39.07 -7.15 -4.96 1.30 27.28 16.64 18.49 22.65 19.78 -0.43 19.06
Sharpe Ratio NA -0.25 0.13 0.41 0.27 NA NA 0.49 -0.15 0.07 1.25 -0.89 0.65 0.50 2.14 -0.81 3.73 0.44 -0.16 0.38 2.37 1.45 -0.32 0.39 1.30 -1.05 0.91 1.74 1.37 1.53 3.65 -0.58 -0.64 -0.24 2.45 0.94 1.48 2.10 2.62 -0.48 5.14
Standard Deviation(%) NA 17.75 16.53 16.21 16.58 NA NA 15.77 23.24 13.47 11.83 21.13 13.71 29.97 11.18 14.27 6.47 14.30 13.95 10.45 10.46 13.26 23.74 19.63 24.84 37.39 15.89 11.02 9.17 11.62 10.50 14.20 11.65 11.77 9.82 14.10 10.09 9.04 6.07 7.06 6.38
Draw Down(%) NA 18.56 18.56 30.75 32.00 NA NA 54.06 15.82 9.23 9.88 27.18 9.16 32.00 6.32 20.53 2.59 10.79 14.12 8.71 8.14 11.25 22.81 16.45 23.90 49.28 11.19 12.78 6.71 9.09 12.60 25.45 19.72 10.50 5.14 17.91 8.09 6.44 2.87 8.50 2.37
Yield(%) 0.00 1.44 1.87 2.17 3.43 4.18 4.96 10.81 0.00 1.86 2.15 1.70 1.74 1.39 3.00 6.11 7.79 5.41 3.83 2.34 2.66 3.02 2.64 2.59 3.24 2.66 10.66 7.23 6.64 4.93 4.09 2.11 2.48 12.48 8.97 12.37 11.50 8.46 3.56 2.87 2.07
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) -10.83%
Feb 2006 - Feb 2009 		-2.66%
May 2007 - May 2012 		4.25%
Oct 2007 - Oct 2017 		3.54%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS A) 28.71%
Mar 2003 - Mar 2006 		24.52%
Sep 2002 - Sep 2007 		14.53%
Oct 1997 - Oct 2007 		13.25%
Jul 1993 - Jul 2008
Annualized Rolling Returns Comparison Chart