Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWDDX (American Funds Developing World Growth and Income Fund Class 529-F-2) | 21.04% | 40.96% | 19.56% | 6.17% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWDDX (American Funds Developing World Growth and Income Fund Class 529-F-2) | 11/02/2020 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.87 | 40.96 | 19.56 | 6.17 | NA | NA | NA | … | … | 21.04 | 34.66 | 4.02 | 11.56 | -23.21 | 0.71 | 17.61 |
| Sharpe Ratio | NA | 2.04 | 1.06 | 0.17 | NA | NA | NA | … | … | 1.91 | 2.18 | 0.03 | 0.65 | -1.09 | 0.05 | 11.56 |
| Standard Deviation(%) | NA | 16.84 | 14.87 | 16.46 | NA | NA | NA | … | … | 21.66 | 14.65 | 12.62 | 12.18 | 22.63 | 14.28 | 14.78 |
| Draw Down(%) | NA | 13.25 | 14.54 | 38.11 | NA | NA | NA | … | … | 13.25 | 12.69 | 9.64 | 12.87 | 32.87 | 11.61 | 2.48 |
| Yield(%) | 0.00 | 2.61 | 2.15 | 1.43 | 0.96 | 0.64 | 0.48 | … | … | 0.22 | 2.83 | 1.52 | 2.14 | 1.10 | 1.31 | 0.38 |
Data as of 06/15/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWDDX (American Funds Developing World Growth and Income Fund Class 529-F-2) |
-6.57%
Jun 2021 – Jun 2024 |
3.37%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWDDX (American Funds Developing World Growth and Income Fund Class 529-F-2) |
21.71%
May 2023 – May 2026 |
5.99%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart