CWIAX
Capital World Growth & Income Fund Class 529-A
Mutual fund
$80.97+0.38 (+0.47%)Close Oct 2, 2026
Feb 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $97,690
- CAGR
- +9.70%
- Max drawdown
- −54.08%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.71%
- 3M
- +0.60%
- 6M
- +15.08%
- YTD
- +14.89%
- 1Y
- +18.84%
- 3Y
- +22.42%
- 5Y
- +11.41%
- 10Y
- +11.62%
- 15Y
- +11.56%
- 20Y
- +8.39%
- Since 2002
- +9.70%
Metrics
Since 2002| Volatility | 17.13% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.18 |
| Best year, 2003 | +39.05% |
| Worst year, 2008 | −38.40% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 2002| 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 |
| −26.5% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −20.6% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2002 from Feb 15 · 2026 through Oct 2