Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGLOX (CAPITAL GROUP GLOBAL EQUITY FUND SHARE CLASS) | NA | -21.01% | -3.74% | 1.56% | 6.31% | NA | NA | … | … |
Data as of 05/16/2022, Common starting date is 04/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGLOX (CAPITAL GROUP GLOBAL EQUITY FUND SHARE CLASS) | 04/06/2011 | 05/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.01 | -3.74 | 1.56 | 6.31 | NA | NA | … | … | 0.00 | -21.90 | 0.92 | 28.58 | -6.37 | 27.74 | 3.92 | -1.01 | 3.53 | 26.35 | 14.65 | -10.78 |
| Sharpe Ratio | NA | -0.29 | -0.09 | 0.02 | 0.22 | NA | NA | … | … | 0.00 | -0.52 | 0.28 | 2.45 | -0.52 | 4.25 | 0.26 | -0.07 | 0.33 | 2.35 | 1.06 | -0.56 |
| Standard Deviation(%) | NA | 73.72 | 45.02 | 35.68 | 26.73 | NA | NA | … | … | 63.05 | 60.30 | 2.40 | 11.07 | 14.71 | 6.41 | 14.16 | 14.22 | 10.54 | 11.19 | 13.92 | 25.55 |
| Draw Down(%) | NA | 21.90 | 33.91 | 33.91 | 33.91 | NA | NA | … | … | 20.04 | 33.91 | 1.56 | 5.54 | 16.80 | 1.84 | 11.23 | 14.46 | 8.39 | 7.50 | 11.76 | 21.11 |
| Yield(%) | 0.00 | 1.13 | 1.80 | 3.57 | 4.07 | 2.48 | 1.86 | … | … | 0.00 | 1.13 | 0.92 | 4.21 | 5.69 | 6.03 | 1.59 | 4.68 | 2.24 | 0.97 | 0.00 | 0.00 |
Data as of 05/16/2022, Common starting date is 04/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGLOX (CAPITAL GROUP GLOBAL EQUITY FUND SHARE CLASS) |
-4.38%
Apr 2019 – Apr 2022 |
2.05%
Apr 2017 – Apr 2022 |
5.19%
May 2011 – May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGLOX (CAPITAL GROUP GLOBAL EQUITY FUND SHARE CLASS) |
16.84%
May 2012 – May 2015 |
12.04%
May 2012 – May 2017 |
7.25%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart