Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDWBX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2) | 12.91% | 31.20% | 16.46% | 3.62% | 6.82% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDWBX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2) | 03/10/2014 | 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 (%) | -6.30 | 31.20 | 16.46 | 3.62 | 6.82 | NA | NA | … | … | 12.91 | 31.61 | 2.98 | 10.61 | -24.04 | -0.24 | 10.58 | 22.70 | -15.50 | 26.65 | 8.35 | -18.24 | -0.77 |
| Sharpe Ratio | NA | 1.98 | 0.99 | 0.08 | 0.32 | NA | NA | … | … | 1.60 | 1.99 | -0.29 | 0.52 | -1.13 | -0.02 | 0.36 | 1.79 | -1.21 | 3.46 | 0.55 | -1.23 | -0.11 |
| Standard Deviation(%) | NA | 16.20 | 14.65 | 16.34 | 16.61 | NA | NA | … | … | 21.06 | 14.75 | 12.55 | 12.24 | 22.66 | 14.20 | 28.94 | 11.88 | 13.98 | 7.56 | 14.86 | 14.85 | 8.32 |
| Draw Down(%) | NA | 13.33 | 14.94 | 38.96 | 39.45 | NA | NA | … | … | 13.33 | 12.70 | 9.82 | 13.14 | 33.46 | 12.27 | 34.79 | 8.79 | 23.39 | 3.16 | 13.23 | 25.25 | 15.05 |
| Yield(%) | 0.00 | 1.64 | 1.24 | 0.71 | 1.22 | 0.75 | 0.57 | … | … | 0.00 | 1.88 | 0.64 | 1.25 | 0.40 | 0.41 | 0.42 | 1.56 | 1.25 | 1.79 | 1.33 | 0.96 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWBX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2) |
-7.49%
Jun 2021 – Jun 2024 |
-3.94%
Oct 2017 – Oct 2022 |
0.03%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWBX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-2) |
20.53%
May 2023 – May 2026 |
11.40%
Feb 2016 – Feb 2021 |
7.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart