FWGIX
Capital World Growth & Income Fund Class F-3
Mutual fund
$81.33+0.38 (+0.47%)Close Oct 2, 2026
Jan 27, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $29,879
- CAGR
- +11.97%
- Max drawdown
- −31.98%
- Sharpe ratio
- 0.78
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.68%
- 3M
- +0.68%
- 6M
- +15.27%
- YTD
- +15.19%
- 1Y
- +19.25%
- 3Y
- +22.85%
- 5Y
- +11.81%
- Since 2017
- +11.97%
Metrics
Since 2017| Volatility | 16.25% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.37 |
| Best year, 2019 | +25.74% |
| Worst year, 2022 | −17.03% |
| Positive years | 6 of 8 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.0% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −20.3% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −15.5% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
| −10.5% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
Annual returns
2017 from Jan 27 · 2026 through Oct 2