Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5) | 0.14% | 1.26% | 7.07% | 9.40% | 6.46% | 7.95% | 7.67% | 8.68% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5) | 06/06/2002 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/06/2002.
AR inception is since 06/06/2002.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.78 | 1.26 | 7.07 | 9.40 | 6.46 | 7.95 | 7.67 | 8.68 | 0.14 | 7.79 | 19.22 | -17.08 | 9.23 | 15.64 | 25.69 | -10.02 | 25.01 | 6.80 | -1.88 | 4.27 | 25.23 | 19.52 | -7.26 | 8.04 | 32.67 | -38.20 | 17.59 | 22.59 | 15.00 | 18.95 | 39.47 | -11.44 |
| Sharpe Ratio | NA | -0.23 | 0.15 | 0.43 | 0.29 | NA | NA | 0.40 | -0.15 | 0.09 | 1.28 | -0.88 | 0.67 | 0.51 | 2.18 | -0.80 | 3.90 | 0.46 | -0.14 | 0.41 | 2.41 | 1.48 | -0.31 | 0.40 | 1.31 | -1.04 | 0.93 | 1.76 | 1.40 | 1.55 | 3.70 | -1.18 |
| Standard Deviation(%) | NA | 17.76 | 16.54 | 16.22 | 16.57 | NA | NA | 17.53 | 23.27 | 13.46 | 11.84 | 21.13 | 13.71 | 29.98 | 11.13 | 14.28 | 6.28 | 14.27 | 13.96 | 10.45 | 10.45 | 13.27 | 23.75 | 19.66 | 24.84 | 37.40 | 15.85 | 11.01 | 9.19 | 11.62 | 10.47 | 17.16 |
| Draw Down(%) | NA | 18.56 | 18.56 | 30.59 | 31.98 | NA | NA | 53.88 | 15.85 | 9.23 | 9.83 | 27.05 | 9.13 | 31.98 | 6.28 | 20.35 | 2.59 | 10.77 | 14.04 | 8.65 | 8.12 | 11.19 | 22.73 | 16.42 | 23.82 | 49.16 | 11.17 | 12.77 | 6.68 | 9.05 | 12.55 | 23.18 |
| Yield(%) | 0.00 | 1.64 | 2.15 | 2.53 | 3.73 | 4.72 | 5.47 | 6.92 | 0.00 | 2.17 | 2.47 | 1.94 | 2.05 | 1.67 | 3.32 | 6.37 | 8.09 | 5.70 | 4.11 | 2.63 | 2.99 | 3.37 | 2.92 | 2.86 | 3.56 | 2.87 | 10.90 | 7.46 | 6.88 | 5.11 | 4.37 | 1.14 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5) |
-10.62%
Feb 2006 - Feb 2009 |
-2.38%
May 2007 - May 2012 |
4.55%
Oct 2007 - Oct 2017 |
3.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIFX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-5) |
29.00%
Mar 2003 - Mar 2006 |
24.80%
Sep 2002 - Sep 2007 |
12.40%
Feb 2009 - Feb 2019 |
11.31%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart