Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWGFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS F-1) | 13.15% | 32.02% | 17.27% | 4.34% | 7.56% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWGFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS F-1) | 03/12/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.31 | 32.02 | 17.27 | 4.34 | 7.56 | NA | NA | … | … | 13.15 | 34.35 | 3.63 | 11.47 | -23.50 | 0.52 | 11.39 | 23.41 | -14.86 | 27.61 | 9.32 | -17.50 | 0.10 |
| Sharpe Ratio | NA | 2.02 | 1.04 | 0.13 | 0.36 | NA | NA | … | … | 1.63 | 2.16 | 0.00 | 0.65 | -1.11 | 0.03 | 0.39 | 1.82 | -1.16 | 3.59 | 0.61 | -1.19 | 0.01 |
| Standard Deviation(%) | NA | 16.23 | 14.65 | 16.33 | 16.60 | NA | NA | … | … | 21.05 | 14.64 | 12.62 | 12.17 | 22.62 | 14.25 | 28.81 | 12.03 | 14.03 | 7.54 | 14.82 | 14.78 | 8.42 |
| Draw Down(%) | NA | 13.30 | 14.65 | 38.37 | 38.73 | NA | NA | … | … | 13.30 | 12.66 | 9.79 | 12.92 | 33.08 | 11.79 | 34.68 | 8.73 | 23.04 | 3.14 | 13.18 | 24.78 | 15.00 |
| Yield(%) | 0.00 | 2.31 | 1.87 | 1.19 | 1.95 | 1.25 | 0.94 | … | … | 0.14 | 2.49 | 1.23 | 1.85 | 0.86 | 1.02 | 0.93 | 2.24 | 1.84 | 2.56 | 2.20 | 1.71 | 0.19 |
Data as of 06/10/2026, Common starting date is 03/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWGFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS F-1) |
-6.83%
Jun 2021 – Jun 2024 |
-3.24%
Oct 2017 – Oct 2022 |
0.77%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWGFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS F-1) |
21.36%
May 2023 – May 2026 |
12.20%
Feb 2016 – Feb 2021 |
8.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
