Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWBEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2E) | 11.24% | 27.30% | 20.15% | 9.89% | 11.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWBEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | 27.30 | 20.15 | 9.89 | 11.20 | NA | NA | … | … | 11.24 | 24.09 | 13.31 | 20.27 | -17.70 | 14.20 | 14.87 | 24.71 | -10.69 | 24.09 | 6.04 | -2.59 | -2.92 |
| Sharpe Ratio | NA | 1.76 | 1.21 | 0.48 | 0.59 | NA | NA | … | … | 1.48 | 1.35 | 0.82 | 1.42 | -0.91 | 1.14 | 0.49 | 2.09 | -0.85 | 3.64 | 0.41 | -0.19 | -0.71 |
| Standard Deviation(%) | NA | 14.03 | 13.98 | 15.35 | 16.20 | NA | NA | … | … | 17.41 | 15.73 | 11.84 | 11.78 | 21.12 | 12.38 | 29.95 | 11.14 | 14.28 | 6.47 | 14.27 | 13.97 | 11.90 |
| Draw Down(%) | NA | 10.58 | 15.62 | 27.45 | 32.00 | NA | NA | … | … | 10.58 | 15.62 | 8.41 | 9.99 | 27.45 | 5.82 | 32.00 | 6.32 | 20.90 | 2.62 | 10.82 | 14.25 | 8.71 |
| Yield(%) | 0.00 | 10.50 | 8.20 | 5.70 | 6.39 | 4.25 | 3.19 | … | … | 0.16 | 11.39 | 7.92 | 3.50 | 1.31 | 6.87 | 0.96 | 2.48 | 5.66 | 7.34 | 5.03 | 3.51 | 0.58 |
Data as of 06/05/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWBEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2E) |
0.80%
Mar 2017 – Mar 2020 |
2.05%
Mar 2015 – Mar 2020 |
7.27%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWBEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-2E) |
22.42%
Sep 2022 – Sep 2025 |
13.04%
Mar 2020 – Mar 2025 |
11.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart