CWGCX
Capital World Growth & Income Fund Class C
Mutual fund
$80.24+0.38 (+0.48%)Close Oct 2, 2026
Mar 15, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $80,148
- CAGR
- +8.49%
- Max drawdown
- −54.55%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.75%
- 3M
- +0.43%
- 6M
- +14.66%
- YTD
- +14.29%
- 1Y
- +18.00%
- 3Y
- +21.55%
- 5Y
- +10.62%
- 10Y
- +10.84%
- 15Y
- +10.77%
- 20Y
- +7.61%
- 25Y
- +9.09%
- Since 2001
- +8.49%
Metrics
Since 2001| Volatility | 16.96% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.16 |
| Best year, 2003 | +37.92% |
| Worst year, 2008 | −38.89% |
| Positive years | 18 of 24 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.6% | Oct 2007 | Mar 2009 | May 2013 | 5.5 years |
| −32.0% | Jan 2020 | Mar 2020 | Aug 2020 | 7 months |
| −27.6% | May 2001 | Oct 2002 | Sep 2003 | 2.3 years |
| −27.6% | Jan 2022 | Sep 2022 | Feb 2024 | 2.1 years |
| −21.1% | Jan 2018 | Dec 2018 | Dec 2019 | 1.9 years |
Annual returns
2001 from Mar 15 · 2026 through Oct 2