Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-3) | 11.63% | 28.33% | 21.12% | 10.77% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.38 | 28.33 | 21.12 | 10.77 | NA | NA | NA | … | … | 11.63 | 25.08 | 14.22 | 21.23 | -17.03 | 15.13 | 15.69 | 25.74 | -9.97 | 20.62 |
| Sharpe Ratio | NA | 1.83 | 1.28 | 0.54 | NA | NA | NA | … | … | 1.54 | 1.42 | 0.90 | 1.50 | -0.88 | 1.22 | 0.51 | 2.17 | -0.80 | 3.44 |
| Standard Deviation(%) | NA | 14.03 | 13.98 | 15.36 | NA | NA | NA | … | … | 17.41 | 15.74 | 11.83 | 11.79 | 21.13 | 12.38 | 29.99 | 11.17 | 14.29 | 6.37 |
| Draw Down(%) | NA | 10.50 | 15.54 | 27.02 | NA | NA | NA | … | … | 10.50 | 15.54 | 8.36 | 9.80 | 27.02 | 5.77 | 31.98 | 6.28 | 20.32 | 2.59 |
| Yield(%) | 0.00 | 11.29 | 9.10 | 6.43 | 6.71 | 4.47 | 3.36 | … | … | 0.36 | 12.23 | 8.77 | 4.36 | 1.98 | 7.72 | 1.72 | 3.38 | 6.42 | 7.43 |
Data as of 06/05/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-3) |
1.59%
Mar 2017 – Mar 2020 |
3.03%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWGIX (CAPITAL WORLD GROWTH & INCOME FUND CLASS F-3) |
23.41%
Sep 2022 – Sep 2025 |
13.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart