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RCWCX: CAPITAL WORLD BOND FUND CLASS R-3 (MUTUAL FUND)
Basic Info 15.97 0.11(0.68%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 3.52% |
| Expenses | 0.99% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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(%) | -1.2 | -1.6 | 0.9 | 2.7 | -2.8 | 0.1 | 0.3 | 1.8 | 3.0 | 8.6 | -3.4 | 5.7 | -17.7 | -5.9 | 8.2 | 7.4 | -1.8 | 7.0 | 2.0 | -4.4 | 1.3 | -3.2 | 7.1 | 3.5 | 5.6 | 10.3 | -1.0 | 8.2 | 7.3 | -3.3 | 10.2 | 19.2 | 8.9 |
| Sharpe Ratio | NA | -0.59 | -0.03 | 0.02 | -0.78 | -0.26 | NA | NA | 0.32 | 1.11 | -1.23 | 0.27 | -2.24 | -1.64 | 1.21 | 1.84 | -0.9 | 1.52 | 0.34 | -0.96 | 0.39 | -0.69 | 2.29 | 0.86 | 1.09 | 1.55 | -0.24 | 1.3 | 0.76 | -1.03 | 1.12 | 2.27 | 2.28 |
| Draw Down(%) | NA | 4.5 | 4.5 | 7.8 | 26.9 | 29.2 | NA | NA | 29.2 | 2.2 | 6.4 | 8.9 | 23.9 | 7.1 | 10.9 | 1.7 | 6.3 | 3.0 | 8.7 | 5.7 | 4.3 | 6.6 | 1.8 | 4.8 | 5.4 | 6.9 | 14.8 | 2.7 | 3.8 | 5.8 | 7.7 | 8.2 | 3.5 |
| Standard Deviation(%) | NA | 5.8 | 5.0 | 5.9 | 6.5 | 5.7 | NA | NA | 5.7 | 5.2 | 5.7 | 7.7 | 8.6 | 3.6 | 6.6 | 3.2 | 3.5 | 4.2 | 5.1 | 4.6 | 3.3 | 4.7 | 3.1 | 4.0 | 5.0 | 6.5 | 8.2 | 3.9 | 5.1 | 5.4 | 8.2 | 8.2 | 6.7 |
| Treynor Ratio | NA | -0.03 | 0.0 | 0.0 | -0.05 | -0.02 | NA | NA | 0.02 | 0.06 | -0.06 | 0.02 | -0.22 | -0.09 | 0.1 | 0.1 | -0.05 | 0.07 | 0.02 | -0.12 | 0.02 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | 0.02 | -0.03 | -0.01 | -0.03 | -0.02 | 0.02 | 0.01 | -0.02 | 0.02 | -0.01 | -0.02 | -0.02 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.09 | 1.06 | 1.07 | 0.97 | 0.91 | NA | NA | 0.87 | 0.9 | 1.15 | 1.06 | 0.87 | 0.66 | 0.83 | 0.59 | 0.64 | 0.87 | 0.83 | 0.38 | 0.82 | 0.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.68 | 0.53 | 0.54 | 0.52 | 0.43 | NA | NA | 0.19 | 0.32 | 0.6 | 0.62 | 0.48 | 0.34 | 0.33 | 0.25 | 0.12 | 0.23 | 0.26 | 0.09 | 0.3 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 2.7 | 2.4 | 1.5 | 1.7 | 1.8 | 2.2 | 1.8 | 1.7 | 1.8 | 0.3 | 2.6 | 1.9 | 3.5 | 3.2 | 3.7 | 3.7 | 3.7 | 5.2 | 3.1 | 4.4 | 3.4 | 5.3 | 0.0 |
| Dividend Growth(%) | N/A | -74.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 26.7 | 15.2 | 34.4 | -19.6 | 0.6 | -14.0 | 13.2 | 16.9 | -6.8 | 534.0 | -89.9 | 28.4 | -42.6 | 9.4 | -12.8 | 8.7 | -7.4 | -26.2 | 74.5 | -34.9 | 37.6 | -24.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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