Analysis at 5/28/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 0.61% | 9.18% | 19.34% | 60.32% |
Analysis at 5/28/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 9.54% | 11.35% | 11.00% |
Negative volatility | 6.84% | 7.79% | 6.49% |
Sharpe | 0.45 | 0.27 | 0.74 |
Sortino | 0.63 | 0.40 | 1.25 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group World Dividend Growers Zd Dis $ | -3.06% | 26.42% | -5.33% | 5.31% | 17.62% | 0.61% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | -7.87% | 29.56% | -0.76% | 8.86% | 19.01% | -1.94% |