Analysis at 7/3/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 1.15% | 7.48% | 24.66% | 54.11% |
Analysis at 7/3/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 10.13% | 11.02% | 11.09% |
Negative volatility | 6.95% | 7.28% | 6.60% |
Sharpe | 0.48 | 0.45 | 0.71 |
Sortino | 0.69 | 0.69 | 1.19 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group World Dividend Growers B Cap $ | -3.82% | 25.58% | -6.06% | 4.57% | 16.68% | 1.15% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | -7.87% | 29.56% | -0.76% | 8.86% | 19.01% | -1.46% |