CWICX
Capital World Growth & Income Fund Class 529-C
Mutual fund
$80.82+0.38 (+0.47%)Close Oct 2, 2026
Feb 22, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $81,942
- CAGR
- +8.92%
- Max drawdown
- −54.58%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.76%
- 3M
- +0.41%
- 6M
- +14.63%
- YTD
- +14.23%
- 1Y
- +17.93%
- 3Y
- +21.49%
- 5Y
- +10.56%
- 10Y
- +10.78%
- 15Y
- +10.71%
- 20Y
- +7.55%
- Since 2002
- +8.92%
Metrics
Since 2002| Volatility | 17.12% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.16 |
| Best year, 2003 | +37.80% |
| Worst year, 2008 | −38.89% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.6% | Oct 2007 | Mar 2009 | May 2013 | 5.5 years |
| −32.1% | Jan 2020 | Mar 2020 | Aug 2020 | 7 months |
| −27.6% | Jan 2022 | Sep 2022 | Feb 2024 | 2.1 years |
| −26.4% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −21.2% | Jan 2018 | Dec 2018 | Dec 2019 | 1.9 years |
Annual returns
2002 from Feb 22 · 2026 through Oct 2