Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-4) | 11.46% | 27.88% | 20.69% | 9.23% | 11.11% | 9.62% | 8.26% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-4) | 06/10/2002 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | 27.88 | 20.69 | 9.23 | 11.11 | 9.62 | 8.26 | … | … | 11.46 | 24.64 | 13.82 | 20.81 | -17.32 | 8.89 | 15.29 | 25.32 | -10.30 | 24.63 | 6.50 | -2.18 | 3.96 | 24.86 | 19.14 | -7.54 | 7.71 | 32.31 | -38.40 | 17.24 | 22.23 | 14.62 | 18.67 | 38.99 | -11.25 |
| Sharpe Ratio | NA | 1.80 | 1.25 | 0.43 | 0.58 | NA | NA | … | … | 1.51 | 1.39 | 0.86 | 1.47 | -0.89 | 0.65 | 0.50 | 2.15 | -0.82 | 3.84 | 0.44 | -0.16 | 0.38 | 2.37 | 1.45 | -0.32 | 0.39 | 1.30 | -1.05 | 0.89 | 1.72 | 1.35 | 1.52 | 3.67 | -1.17 |
| Standard Deviation(%) | NA | 14.04 | 13.99 | 15.58 | 16.31 | NA | NA | … | … | 17.43 | 15.74 | 11.84 | 11.77 | 21.12 | 13.71 | 29.98 | 11.11 | 14.28 | 6.27 | 14.29 | 13.95 | 10.45 | 10.46 | 13.25 | 23.74 | 19.64 | 24.86 | 37.41 | 15.86 | 11.00 | 9.19 | 11.62 | 10.43 | 17.20 |
| Draw Down(%) | NA | 10.53 | 15.57 | 30.77 | 32.00 | NA | NA | … | … | 10.53 | 15.57 | 8.37 | 9.90 | 27.20 | 9.17 | 32.00 | 6.29 | 20.57 | 2.59 | 10.80 | 14.12 | 8.72 | 8.14 | 11.24 | 22.83 | 16.45 | 23.87 | 49.31 | 11.19 | 12.82 | 6.73 | 9.07 | 12.60 | 22.63 |
| Yield(%) | 0.00 | 10.95 | 8.71 | 5.10 | 6.19 | 5.99 | 5.59 | … | … | 0.27 | 11.87 | 8.40 | 3.99 | 1.68 | 1.72 | 1.39 | 2.99 | 6.09 | 7.78 | 5.41 | 3.82 | 2.32 | 2.67 | 3.05 | 2.63 | 2.58 | 3.25 | 2.64 | 10.59 | 7.15 | 6.57 | 4.88 | 4.05 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-4) |
-10.88%
Feb 2006 – Feb 2009 |
-2.67%
May 2007 – May 2012 |
4.24%
Oct 2007 – Oct 2017 |
3.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIEX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-4) |
28.62%
Mar 2003 – Mar 2006 |
24.30%
Sep 2002 – Sep 2007 |
12.07%
Feb 2009 – Feb 2019 |
10.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart