RWIGX
Capital World Growth & Income Fund Class R-6
Mutual fund
$81.36+0.38 (+0.47%)Close Oct 2, 2026
May 1, 2009 – Oct 2, 2026, Dividends reinvested
- Final balance
- $67,931
- CAGR
- +11.63%
- Max drawdown
- −31.98%
- Sharpe ratio
- 0.76
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.68%
- 3M
- +0.68%
- 6M
- +15.26%
- YTD
- +15.18%
- 1Y
- +19.24%
- 3Y
- +22.85%
- 5Y
- +11.81%
- 10Y
- +12.04%
- 15Y
- +12.00%
- Since 2009
- +11.63%
Metrics
Since 2009| Volatility | 16.15% |
|---|---|
| Sortino ratio | 1.07 |
| Calmar ratio | 0.36 |
| Best year, 2019 | +25.74% |
| Worst year, 2022 | −17.02% |
| Positive years | 12 of 16 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2009| 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 |
| −22.7% | May 2011 | Oct 2011 | Dec 2012 | 1.6 years |
| −20.3% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −18.5% | May 2015 | Feb 2016 | Jan 2017 | 1.7 years |
Annual returns
2009 from May 1 · 2026 through Oct 2