Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) | -2.44% | 0.01% | 2.48% | -2.86% | 0.01% | 0.45% | 1.99% | … | … |
Data as of 06/05/2026, Common starting date is 12/17/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) | 12/17/1987 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 0.01 | 2.48 | -2.86 | 0.01 | 0.45 | 1.99 | … | … | -2.44 | 8.77 | -3.25 | 5.81 | -17.52 | -5.73 | 8.46 | 7.66 | -1.53 | 7.26 | 2.27 | -4.19 | 1.59 | -2.92 | 7.43 | 3.80 | 5.97 | 10.64 | -0.58 | 8.56 | 7.60 | -2.86 | 10.53 | 19.79 | 15.85 | 1.53 | 1.46 | -3.12 | 10.09 | -0.36 | 6.34 | 21.41 | -1.43 | 16.17 | -0.24 | 15.28 | 11.65 | 4.57 | 0.56 | 2.30 |
| Sharpe Ratio | NA | -0.52 | -0.13 | -0.82 | -0.29 | NA | NA | … | … | -1.38 | 1.13 | -1.21 | 0.28 | -2.23 | -1.59 | 1.25 | 1.91 | -0.84 | 1.51 | 0.40 | -0.90 | 0.48 | -0.62 | 2.42 | 0.95 | 1.17 | 1.61 | -0.19 | 1.39 | 0.80 | -0.95 | 1.16 | 2.33 | 2.47 | -0.16 | -0.42 | -1.45 | 1.69 | -1.21 | 0.82 | 3.89 | -0.83 | 3.06 | -0.55 | 2.93 | 1.36 | -0.27 | -0.81 | 11.60 |
| Standard Deviation(%) | NA | 5.07 | 5.88 | 6.55 | 5.68 | NA | NA | … | … | 5.88 | 5.25 | 5.68 | 7.68 | 8.53 | 3.62 | 6.54 | 3.24 | 3.48 | 4.38 | 5.09 | 4.67 | 3.27 | 4.73 | 3.08 | 3.97 | 5.01 | 6.56 | 8.12 | 3.90 | 5.23 | 5.39 | 8.24 | 8.18 | 5.95 | 5.74 | 6.58 | 4.48 | 3.91 | 3.31 | 3.27 | 4.48 | 5.40 | 4.56 | 4.96 | 3.86 | 4.51 | 5.04 | 5.32 | 7.30 |
| Draw Down(%) | NA | 5.33 | 7.69 | 26.69 | 28.90 | NA | NA | … | … | 5.33 | 2.28 | 6.37 | 8.90 | 23.77 | 6.93 | 10.91 | 1.61 | 6.17 | 2.99 | 8.66 | 5.49 | 4.16 | 6.49 | 1.84 | 4.70 | 5.39 | 6.84 | 14.67 | 2.70 | 3.86 | 5.71 | 7.62 | 8.09 | 3.47 | 4.32 | 6.45 | 6.30 | 2.24 | 3.97 | 2.79 | 2.61 | 8.08 | 1.51 | 5.65 | 3.30 | 4.38 | 3.71 | 5.33 | 0.21 |
| Yield(%) | 0.00 | 2.74 | 2.84 | 2.01 | 2.06 | 2.10 | 2.86 | … | … | 0.00 | 3.78 | 2.85 | 2.54 | 1.62 | 1.85 | 1.97 | 2.38 | 2.07 | 1.91 | 2.05 | 0.55 | 2.91 | 2.22 | 3.80 | 3.53 | 4.05 | 4.03 | 4.07 | 5.53 | 3.44 | 4.81 | 3.95 | 5.53 | 2.19 | 2.17 | 3.53 | 4.39 | 7.13 | 6.74 | 6.89 | 7.95 | 5.88 | 6.59 | 5.85 | 7.40 | 8.23 | 7.65 | 6.94 | 2.31 |
Data as of 06/05/2026, Common starting date is 12/17/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) |
-8.36%
Oct 2020 – Oct 2023 |
-3.25%
Sep 2017 – Sep 2022 |
-1.29%
Oct 2012 – Oct 2022 |
0.53%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWBFX (CAPITAL WORLD BOND FUND CLASS A) |
15.54%
Feb 2002 – Feb 2005 |
11.09%
Apr 1990 – Apr 1995 |
8.50%
Oct 2000 – Oct 2010 |
8.28%
Apr 1990 – Apr 2005 |
Annualized Rolling Returns Comparison Chart