Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5) | 13.42% | 32.58% | 17.68% | 4.71% | 7.92% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5) | 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 (%) | -6.25 | 32.58 | 17.68 | 4.71 | 7.92 | NA | NA | … | … | 13.42 | 34.75 | 4.00 | 11.74 | -23.17 | 0.78 | 11.78 | 23.80 | -14.54 | 28.02 | 9.67 | -17.28 | -0.02 |
| Sharpe Ratio | NA | 2.05 | 1.07 | 0.15 | 0.38 | NA | NA | … | … | 1.66 | 2.18 | 0.03 | 0.66 | -1.09 | 0.05 | 0.40 | 1.88 | -1.14 | 3.63 | 0.64 | -1.17 | 0.00 |
| Standard Deviation(%) | NA | 16.27 | 14.69 | 16.37 | 16.60 | NA | NA | … | … | 21.11 | 14.68 | 12.58 | 12.29 | 22.66 | 14.25 | 28.82 | 11.87 | 13.98 | 7.57 | 14.84 | 14.82 | 8.40 |
| Draw Down(%) | NA | 13.23 | 14.51 | 38.05 | 38.36 | NA | NA | … | … | 13.23 | 12.67 | 9.62 | 12.93 | 32.85 | 11.50 | 34.61 | 8.64 | 22.89 | 3.05 | 13.18 | 24.63 | 14.99 |
| Yield(%) | 0.00 | 2.69 | 2.26 | 1.47 | 2.35 | 1.52 | 1.14 | … | … | 0.23 | 2.90 | 1.60 | 2.22 | 1.13 | 1.37 | 1.23 | 2.59 | 2.17 | 2.94 | 2.55 | 2.03 | 0.36 |
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 |
|---|---|---|---|---|
| RDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5) |
-6.51%
Jun 2021 – Jun 2024 |
-2.94%
Oct 2017 – Oct 2022 |
1.11%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDWFX (AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CLASS R-5) |
21.76%
May 2023 – May 2026 |
12.55%
Feb 2016 – Feb 2021 |
9.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart