RWIFX
Capital World Growth & Income Fund Class R-5
Mutual fund
$81.40+0.38 (+0.47%)Close Oct 2, 2026
May 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $99,587
- CAGR
- +9.88%
- Max drawdown
- −53.88%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.69%
- 3M
- +0.67%
- 6M
- +15.23%
- YTD
- +15.15%
- 1Y
- +19.19%
- 3Y
- +22.79%
- 5Y
- +11.75%
- 10Y
- +11.99%
- 15Y
- +11.95%
- 20Y
- +8.75%
- Since 2002
- +9.88%
Metrics
Since 2002| Volatility | 17.18% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.18 |
| Best year, 2003 | +39.50% |
| Worst year, 2008 | −38.20% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.9% | Oct 2007 | Mar 2009 | Mar 2013 | 5.4 years |
| −32.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.0% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −25.9% | May 2002 | Oct 2002 | Aug 2003 | 1.2 years |
| −20.4% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2002 from May 15 · 2026 through Oct 2