RWIAX
Capital World Growth & Income Fund Class R-1
Mutual fund
$80.30+0.37 (+0.46%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $79,630
- CAGR
- +8.91%
- Max drawdown
- −54.54%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.76%
- 3M
- +0.41%
- 6M
- +14.65%
- YTD
- +14.24%
- 1Y
- +17.95%
- 3Y
- +21.52%
- 5Y
- +10.60%
- 10Y
- +10.83%
- 15Y
- +10.78%
- 20Y
- +7.62%
- Since 2002
- +8.91%
Metrics
Since 2002| Volatility | 17.20% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.16 |
| Best year, 2003 | +38.01% |
| Worst year, 2008 | −38.84% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.5% | 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 |
| −22.8% | Jun 2002 | Oct 2002 | Jun 2003 | 1 year |
| −21.1% | Jan 2018 | Dec 2018 | Dec 2019 | 1.9 years |
Annual returns
2002 from Jun 7 · 2026 through Oct 2