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RCWEX: CAPITAL WORLD BOND FUND CLASS R-4 (MUTUAL FUND)
Basic Info 15.99 0.12(0.74%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 3.82% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/05/2026)
| 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 | -1.4 | 1.1 | 3.0 | -2.5 | 0.2 | 0.6 | 2.1 | 3.3 | 8.9 | -3.2 | 6.0 | -17.4 | -5.6 | 8.5 | 7.8 | -1.5 | 7.3 | 2.3 | -4.1 | 1.7 | -2.9 | 7.5 | 3.8 | 6.0 | 10.6 | -0.6 | 8.6 | 7.6 | -2.9 | 10.5 | 19.7 | 9.1 |
| Sharpe Ratio | NA | -0.99 | -0.31 | -0.05 | -0.77 | -0.26 | NA | NA | 0.37 | 1.18 | -1.19 | 0.31 | -2.22 | -1.58 | 1.25 | 1.96 | -0.82 | 1.58 | 0.42 | -0.89 | 0.51 | -0.62 | 2.43 | 0.94 | 1.17 | 1.61 | -0.2 | 1.39 | 0.8 | -0.94 | 1.16 | 2.32 | 2.33 |
| Draw Down(%) | NA | 4.5 | 4.5 | 7.7 | 26.6 | 28.8 | NA | NA | 28.8 | 2.2 | 6.3 | 8.8 | 23.7 | 6.8 | 10.9 | 1.6 | 6.2 | 3.0 | 8.6 | 5.5 | 4.1 | 6.5 | 1.8 | 4.7 | 5.4 | 6.8 | 14.7 | 2.7 | 3.9 | 5.8 | 7.7 | 8.1 | 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 | 8.5 | 3.6 | 6.6 | 3.2 | 3.5 | 4.2 | 5.1 | 4.7 | 3.3 | 4.7 | 3.1 | 4.0 | 5.0 | 6.6 | 8.1 | 3.9 | 5.2 | 5.4 | 8.2 | 8.2 | 6.7 |
| Treynor Ratio | NA | -0.05 | -0.01 | 0.0 | -0.05 | -0.02 | NA | NA | 0.02 | 0.07 | -0.06 | 0.02 | -0.22 | -0.09 | 0.1 | 0.11 | -0.04 | 0.08 | 0.03 | -0.11 | 0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 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 | -0.01 | 0.02 | -0.01 | -0.02 | -0.02 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.1 | 1.09 | 1.08 | 0.97 | 0.91 | NA | NA | 0.87 | 0.91 | 1.16 | 1.07 | 0.87 | 0.65 | 0.83 | 0.58 | 0.64 | 0.87 | 0.82 | 0.37 | 0.8 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.69 | 0.55 | 0.55 | 0.53 | 0.43 | NA | NA | 0.19 | 0.33 | 0.61 | 0.63 | 0.49 | 0.33 | 0.34 | 0.24 | 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 | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 3.0 | 2.7 | 1.7 | 1.9 | 2.1 | 2.5 | 2.1 | 2.0 | 2.1 | 0.6 | 3.0 | 2.3 | 3.8 | 3.5 | 4.0 | 4.0 | 4.1 | 5.5 | 3.4 | 4.8 | 4.0 | 5.6 | 0.0 |
| Dividend Growth(%) | N/A | -74.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 24.0 | 14.0 | 27.9 | -19.0 | 0.2 | -11.8 | 11.6 | 14.1 | -7.0 | 231.4 | -79.6 | 24.3 | -39.0 | 8.6 | -11.4 | 7.9 | -6.8 | -24.2 | 67.9 | -34.0 | 29.0 | -18.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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