CWGFX
Capital World Growth & Income Fund Class F-1
Mutual fund
$81.13+0.37 (+0.46%)Close Oct 2, 2026
Mar 15, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $97,052
- CAGR
- +9.30%
- Max drawdown
- −54.05%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.71%
- 3M
- +0.59%
- 6M
- +15.04%
- YTD
- +14.85%
- 1Y
- +18.80%
- 3Y
- +22.38%
- 5Y
- +11.37%
- 10Y
- +11.61%
- 15Y
- +11.58%
- 20Y
- +8.41%
- 25Y
- +9.91%
- Since 2001
- +9.30%
Metrics
Since 2001| Volatility | 16.95% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +39.07% |
| Worst year, 2008 | −38.39% |
| Positive years | 18 of 24 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.1% | Oct 2007 | Mar 2009 | Apr 2013 | 5.4 years |
| −32.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.2% | Jan 2022 | Sep 2022 | Jan 2024 | 2.1 years |
| −26.8% | May 2001 | Oct 2002 | Sep 2003 | 2.3 years |
| −20.6% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2001 from Mar 15 · 2026 through Oct 2