RWBEX
Capital World Growth & Income Fund Class R-2E
Mutual fund
$80.98+0.38 (+0.47%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $28,971
- CAGR
- +9.19%
- Max drawdown
- −32.03%
- Sharpe ratio
- 0.64
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.73%
- 3M
- +0.50%
- 6M
- +14.82%
- YTD
- +14.50%
- 1Y
- +18.31%
- 3Y
- +21.88%
- 5Y
- +10.92%
- 10Y
- +11.15%
- Since 2014
- +9.19%
Metrics
Since 2014| Volatility | 15.76% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.29 |
| Best year, 2019 | +24.71% |
| Worst year, 2022 | −17.70% |
| Positive years | 8 of 11 |
| Longest drawdown | 2.1 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.4% | Jan 2022 | Sep 2022 | Jan 2024 | 2.1 years |
| −20.9% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −18.9% | May 2015 | Feb 2016 | Jan 2017 | 1.7 years |
| −15.6% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
Annual returns
2014 from Aug 29 · 2026 through Oct 2