RWIHX
Capital World Growth & Income Fund Class R-5E
Mutual fund
$81.17+0.38 (+0.47%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $31,859
- CAGR
- +11.25%
- Max drawdown
- −31.99%
- Sharpe ratio
- 0.75
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.69%
- 3M
- +0.65%
- 6M
- +15.19%
- YTD
- +15.07%
- 1Y
- +19.07%
- 3Y
- +22.67%
- 5Y
- +11.64%
- 10Y
- +11.88%
- Since 2015
- +11.25%
Metrics
Since 2015| Volatility | 16.01% |
|---|---|
| Sortino ratio | 1.04 |
| Calmar ratio | 0.35 |
| Best year, 2019 | +25.56% |
| Worst year, 2022 | −17.15% |
| Positive years | 8 of 10 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.1% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −20.4% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −15.6% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
| −13.5% | Dec 2015 | Feb 2016 | Jun 2016 | 6 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2