CWGIX
Capital World Growth & Income Fund Class A
Mutual fund
$81.40+0.38 (+0.47%)Close Oct 2, 2026
Mar 26, 1993 – Oct 2, 2026, Dividends reinvested
- Final balance
- $302,779
- CAGR
- +10.71%
- Max drawdown
- −54.06%
- Sharpe ratio
- 0.73
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.71%
- 3M
- +0.60%
- 6M
- +15.10%
- YTD
- +14.92%
- 1Y
- +18.87%
- 3Y
- +22.45%
- 5Y
- +11.44%
- 10Y
- +11.68%
- 15Y
- +11.63%
- 20Y
- +8.45%
- 25Y
- +9.95%
- 30Y
- +10.17%
- Since 1993
- +10.71%
Metrics
Since 1993| Volatility | 15.53% |
|---|---|
| Sortino ratio | 1.03 |
| Calmar ratio | 0.20 |
| Best year, 2003 | +39.09% |
| Worst year, 2008 | −38.37% |
| Positive years | 24 of 32 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 1993| 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 |
| −27.1% | Jul 2000 | Oct 2002 | Sep 2003 | 3.1 years |
| −20.5% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
1993 from Mar 26 · 2026 through Oct 2