Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWIGX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6) | 11.63% | 28.32% | 21.11% | 10.77% | 12.02% | 10.34% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWIGX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6) | 05/04/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | 28.32 | 21.11 | 10.77 | 12.02 | 10.34 | NA | … | … | 11.63 | 25.09 | 14.21 | 21.25 | -17.02 | 15.11 | 15.71 | 25.74 | -9.97 | 25.08 | 6.29 | -1.87 | 4.36 | 25.27 | 19.56 | -7.23 | 8.10 | 27.35 |
| Sharpe Ratio | NA | 1.83 | 1.28 | 0.54 | 0.64 | NA | NA | … | … | 1.54 | 1.42 | 0.89 | 1.51 | -0.88 | 1.22 | 0.51 | 2.18 | -0.80 | 3.91 | 0.42 | -0.14 | 0.42 | 2.42 | 1.49 | -0.31 | 0.41 | 2.30 |
| Standard Deviation(%) | NA | 14.02 | 13.98 | 15.35 | 16.20 | NA | NA | … | … | 17.40 | 15.74 | 11.83 | 11.78 | 21.13 | 12.38 | 29.98 | 11.13 | 14.29 | 6.28 | 14.30 | 13.95 | 10.44 | 10.45 | 13.24 | 23.74 | 19.64 | 18.95 |
| Draw Down(%) | NA | 10.50 | 15.54 | 27.03 | 31.98 | NA | NA | … | … | 10.50 | 15.54 | 8.37 | 9.82 | 27.03 | 5.75 | 31.98 | 6.28 | 20.31 | 2.59 | 10.75 | 14.02 | 8.61 | 8.10 | 11.19 | 22.72 | 16.42 | 8.25 |
| Yield(%) | 0.00 | 11.28 | 9.10 | 6.43 | 7.31 | 7.01 | 7.51 | … | … | 0.36 | 12.23 | 8.77 | 4.36 | 1.98 | 7.72 | 1.72 | 3.38 | 6.42 | 8.15 | 5.20 | 4.16 | 2.68 | 3.05 | 3.42 | 2.97 | 2.91 | 1.42 |
Data as of 06/05/2026, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIGX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6) |
1.60%
Mar 2017 – Mar 2020 |
2.74%
Mar 2015 – Mar 2020 |
6.28%
Mar 2010 – Mar 2020 |
8.78%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWIGX (CAPITAL WORLD GROWTH & INCOME FUND CLASS R-6) |
23.41%
Sep 2022 – Sep 2025 |
14.59%
Jun 2009 – Jun 2014 |
12.57%
Feb 2016 – Feb 2026 |
10.64%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart