Analysis at 6/13/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 0.57% | 8.02% | 24.56% | 57.03% |
Analysis at 6/13/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 10.12% | 11.54% | 11.09% |
Negative volatility | 6.95% | 7.91% | 6.60% |
Sharpe | 0.59 | 0.29 | 0.74 |
Sortino | 0.86 | 0.42 | 1.25 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group World Dividend Growers B Cap $ | -3.82% | 25.58% | -6.06% | 4.57% | 16.68% | 0.57% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | -7.87% | 29.56% | -0.76% | 8.86% | 19.01% | -0.98% |