Analysis at 5/23/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 0.02% | 7.70% | 19.90% | 57.80% |
Analysis at 5/23/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 9.51% | 11.34% | 11.00% |
Negative volatility | 6.91% | 7.90% | 6.59% |
Sharpe | 0.37 | 0.21 | 0.67 |
Sortino | 0.51 | 0.30 | 1.11 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group World Dividend Growers Bd Dis $ | -3.80% | 25.54% | -6.04% | 4.54% | 16.73% | 0.02% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | -7.87% | 29.56% | -0.76% | 8.86% | 19.01% | -2.46% |