Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-C) | 9.80% | 24.46% | 18.62% | 8.12% | 10.30% | 8.79% | 7.57% | … | … |
Data as of 06/10/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-C) | 03/15/2002 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.71 | 24.46 | 18.62 | 8.12 | 10.30 | 8.79 | 7.57 | … | … | 9.80 | 23.70 | 12.97 | 19.84 | -17.96 | 8.03 | 14.45 | 24.31 | -11.00 | 23.64 | 5.59 | -3.01 | 3.10 | 23.80 | 18.09 | -8.31 | 6.81 | 31.15 | -38.89 | 16.30 | 21.25 | 13.68 | 17.83 | 36.46 | -13.41 |
| Sharpe Ratio | NA | 1.73 | 1.18 | 0.38 | 0.53 | NA | NA | … | … | 1.45 | 1.33 | 0.79 | 1.39 | -0.92 | 0.58 | 0.47 | 2.04 | -0.87 | 3.68 | 0.38 | -0.22 | 0.29 | 2.27 | 1.37 | -0.35 | 0.34 | 1.25 | -1.06 | 0.83 | 1.63 | 1.25 | 1.45 | 3.43 | -1.17 |
| Standard Deviation(%) | NA | 14.02 | 13.98 | 15.58 | 16.31 | NA | NA | … | … | 17.40 | 15.72 | 11.84 | 11.78 | 21.12 | 13.72 | 29.96 | 11.19 | 14.29 | 6.28 | 14.30 | 13.97 | 10.45 | 10.46 | 13.26 | 23.76 | 19.64 | 24.84 | 37.39 | 15.85 | 11.00 | 9.17 | 11.63 | 10.42 | 15.06 |
| Draw Down(%) | NA | 10.59 | 15.64 | 31.25 | 32.07 | NA | NA | … | … | 10.59 | 15.64 | 8.41 | 10.06 | 27.62 | 9.25 | 32.07 | 6.35 | 21.15 | 2.63 | 10.89 | 14.39 | 8.94 | 8.21 | 11.39 | 23.12 | 16.55 | 24.01 | 49.67 | 11.25 | 12.87 | 6.84 | 9.23 | 12.71 | 26.44 |
| Yield(%) | 0.00 | 9.80 | 7.72 | 4.36 | 5.29 | 4.99 | 4.84 | … | … | 0.07 | 11.06 | 7.56 | 3.12 | 1.01 | 0.88 | 0.58 | 2.08 | 5.31 | 6.81 | 4.56 | 2.97 | 1.46 | 1.75 | 2.12 | 1.83 | 1.80 | 2.35 | 1.97 | 9.77 | 6.31 | 5.72 | 4.21 | 2.15 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-C) |
-11.62%
Feb 2006 – Feb 2009 |
-3.49%
May 2007 – May 2012 |
3.36%
Oct 2007 – Oct 2017 |
2.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWICX (CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-C) |
27.41%
Mar 2003 – Mar 2006 |
23.12%
Sep 2002 – Sep 2007 |
11.13%
Feb 2009 – Feb 2019 |
9.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart