FWCGX
Capital World Growth & Income Fund Class 529-F-3
Mutual fund
$81.34+0.38 (+0.47%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $22,290
- CAGR
- +14.49%
- Max drawdown
- −27.06%
- Sharpe ratio
- 0.98
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.68%
- 3M
- +0.67%
- 6M
- +15.24%
- YTD
- +15.16%
- 1Y
- +19.19%
- 3Y
- +22.79%
- 5Y
- +11.74%
- Since 2020
- +14.49%
Metrics
Since 2020| Volatility | 15.06% |
|---|---|
| Sortino ratio | 1.43 |
| Calmar ratio | 0.54 |
| Best year, 2025 | +25.00% |
| Worst year, 2022 | −17.09% |
| Positive years | 4 of 5 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −27.1% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −15.5% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
| −10.5% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −8.4% | Jul 2024 | Aug 2024 | Sep 2024 | 2 months |
| −5.8% | Sep 2021 | Oct 2021 | Nov 2021 | 2 months |
Annual returns
2020 from Oct 30 · 2026 through Oct 2