CWBFX vs. RERGX
Compare and contrast key facts about American Funds Capital World Bond Fund (CWBFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
CWBFX is managed by American Funds. It was launched on Aug 3, 1987. RERGX is managed by American Funds.
Performance
CWBFX vs. RERGX - Performance Comparison
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CWBFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | -2.63% | 7.78% | -3.25% | 5.81% | -17.52% | -5.17% | 9.91% | 7.66% | -1.81% | 7.26% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, CWBFX achieves a -2.63% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, CWBFX has underperformed RERGX with an annualized return of 0.15%, while RERGX has yielded a comparatively higher 7.97% annualized return.
CWBFX
- 1D
- 0.13%
- 1M
- -4.32%
- YTD
- -2.63%
- 6M
- -2.45%
- 1Y
- 1.95%
- 3Y*
- 1.50%
- 5Y*
- -2.49%
- 10Y*
- 0.15%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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CWBFX vs. RERGX - Expense Ratio Comparison
CWBFX has a 0.95% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
CWBFX vs. RERGX — Risk / Return Rank
CWBFX
RERGX
CWBFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Bond Fund (CWBFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CWBFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.38 | -1.01 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.87 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.27 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.68 | -1.10 |
Martin ratioReturn relative to average drawdown | 2.05 | 6.37 | -4.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CWBFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.38 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | 0.20 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.48 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.38 | +0.47 |
Correlation
The correlation between CWBFX and RERGX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CWBFX vs. RERGX - Dividend Comparison
CWBFX's dividend yield for the trailing twelve months is around 2.84%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | 2.84% | 2.68% | 3.01% | 2.47% | 1.99% | 2.63% | 3.18% | 2.26% | 1.87% | 1.80% | 2.05% | 0.58% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
CWBFX vs. RERGX - Drawdown Comparison
The maximum CWBFX drawdown since its inception was -27.91%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for CWBFX and RERGX.
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Drawdown Indicators
| CWBFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.91% | -37.30% | +9.39% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -12.52% | +8.07% |
Max Drawdown (5Y)Largest decline over 5 years | -26.34% | -37.30% | +10.96% |
Max Drawdown (10Y)Largest decline over 10 years | -27.91% | -37.30% | +9.39% |
Current DrawdownCurrent decline from peak | -16.19% | -10.11% | -6.08% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -9.28% | +5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 3.30% | -2.04% |
Volatility
CWBFX vs. RERGX - Volatility Comparison
The current volatility for American Funds Capital World Bond Fund (CWBFX) is 2.04%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that CWBFX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CWBFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 7.27% | -5.23% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 11.54% | -8.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.48% | 16.40% | -10.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.49% | 16.48% | -9.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.63% | 16.80% | -11.17% |