WGIFX
Capital World Growth & Income Fund Class F-2
Mutual fund
$81.24+0.38 (+0.47%)Close Oct 2, 2026
Aug 1, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $47,381
- CAGR
- +8.94%
- Max drawdown
- −45.82%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.68%
- 3M
- +0.67%
- 6M
- +15.22%
- YTD
- +15.10%
- 1Y
- +19.13%
- 3Y
- +22.72%
- 5Y
- +11.69%
- 10Y
- +11.92%
- 15Y
- +11.89%
- Since 2008
- +8.94%
Metrics
Since 2008| Volatility | 18.37% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.20 |
| Best year, 2009 | +32.66% |
| Worst year, 2022 | −17.12% |
| Positive years | 13 of 17 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −45.8% | Aug 2008 | Mar 2009 | Nov 2010 | 2.2 years |
| −32.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −27.1% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −22.7% | May 2011 | Oct 2011 | Dec 2012 | 1.6 years |
| −20.4% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2008 from Aug 1 · 2026 through Oct 2