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American Funds Capital World Growth & Income Fund Class C Shares: (MF: CWGCX)

(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET

$68.07 USD

+0.26 (0.38%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2024

Total Return %* Percentile Rank Objective
YTD 15.44 47
3 months 5.48 66
6 months 6.92 59
1 Year 28.85 45
3 Year 6.33 43
5 Year 10.01 55
10 Year 7.46 65

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.93
Bear Market (10/07 - 2/09) -51.30
Bull Market (2/09 - 3/21) 380.52

Load Adjusted Returns as of Sep 30, 2024

1 Year 27.56
5 Year 10.01
10 Year 7.46
Since Inception 7.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.97 1.35 5.48 NA
2023 6.03 5.60 -4.05 11.61
2022 -7.71 -14.93 -7.40 12.51
2021 4.17 5.49 -2.39 6.20
2020 -20.53 18.02 6.84 14.31
2019 11.95 2.71 -0.83 9.07

Annual Return

20242023202220212020201920182017201620152014
% Total Return 15.4419.90-18.2113.9214.5424.38-10.9623.695.65-3.332.78
% Total Return Rel to Index -3.85-4.510.88-4.240.46-0.81-0.533.570.31-0.57-0.14
% Total Return Rel to Peer 0.271.261.35-2.28-2.12-0.36-0.931.460.07-1.060.90
% Perf Quintile vs Peer* 0.003.003.004.003.004.004.003.003.004.003.00
% Dividends 0.390.690.470.550.350.500.630.520.710.500.50
% Yield 0.541.030.880.790.560.921.350.941.511.091.05
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 1.491.501.501.481.501.531.541.561.591.571.57

* 1 = Top 20%, 5 = Bottom 20%