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American Funds Capital World Growth & Income Fund Class F-1 Shs: (MF: CWGFX)

(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET

$63.98 USD

-0.05 (-0.08%)

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 Jul 31, 2024

Total Return %* Percentile Rank Objective
YTD 10.96 46
3 months 5.82 73
6 months 10.35 52
1 Year 15.54 39
3 Year 4.84 34
5 Year 9.78 46
10 Year 7.85 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 214.18
Bear Market (10/07 - 2/09) -50.78
Bull Market (2/09 - 3/21) 421.50

Load Adjusted Returns as of Jul 31, 2024

1 Year 17.99
5 Year 9.49
10 Year 7.54
Since Inception 10.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.16 1.53 NA NA
2023 6.22 5.77 -3.90 11.80
2022 -7.55 -14.79 -7.25 13.15
2021 4.37 5.65 -2.22 6.38
2020 -20.39 18.23 7.02 14.49
2019 12.14 2.91 -0.65 9.25

Annual Return

20242023202220212020201920182017201620152014
% Total Return 10.9620.72-17.3214.7015.3225.26-10.3324.616.45-2.213.94
% Total Return Rel to Index -3.08-3.681.76-3.451.250.060.094.491.120.541.02
% Total Return Rel to Peer 0.552.082.23-1.50-1.340.52-0.302.380.880.062.06
% Perf Quintile vs Peer* 0.002.002.004.003.004.004.003.003.004.003.00
% Dividends 0.531.071.050.980.710.851.010.901.041.031.02
% Yield 0.751.661.921.401.131.532.141.592.202.222.11
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 0.800.810.810.800.810.820.810.830.830.810.81

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