CWIEX
Capital World Growth & Income Fund Class 529-E
Mutual fund
$80.85+0.38 (+0.47%)Close Oct 2, 2026
Mar 4, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $88,752
- CAGR
- +9.29%
- Max drawdown
- −54.26%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.72%
- 3M
- +0.54%
- 6M
- +14.93%
- YTD
- +14.69%
- 1Y
- +18.56%
- 3Y
- +22.13%
- 5Y
- +11.14%
- 10Y
- +11.37%
- 15Y
- +11.31%
- 20Y
- +8.12%
- Since 2002
- +9.29%
Metrics
Since 2002| Volatility | 17.13% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +38.59% |
| Worst year, 2008 | −38.58% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.3% | Oct 2007 | Mar 2009 | Apr 2013 | 5.5 years |
| −32.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.3% | Jan 2022 | Sep 2022 | Jan 2024 | 2.1 years |
| −26.5% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −20.8% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2002 from Mar 4 · 2026 through Oct 2