American Funds Capital World Growth & Income Fund Class A Shares: (MF: CWGIX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$68.92 USD
+0.53 (0.78%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.76 | 47 |
3 months | 4.63 | 63 |
6 months | 8.82 | 54 |
1 Year | 21.71 | 42 |
3 Year | 4.88 | 37 |
5 Year | 10.72 | 45 |
10 Year | 7.81 | 50 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 215.16 |
Bear Market (10/07 - 2/09) | -50.79 |
Bull Market (2/09 - 3/21) | 431.55 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 11.64 |
5 Year | 8.25 |
10 Year | 6.88 |
Since Inception | 9.95 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.17 | 1.55 | NA | NA |
2023 | 6.24 | 5.79 | -3.88 | 11.80 |
2022 | -7.54 | -14.77 | -7.23 | 12.72 |
2021 | 4.37 | 5.67 | -2.21 | 6.41 |
2020 | -20.39 | 18.24 | 7.01 | 14.53 |
2019 | 12.15 | 2.92 | -0.65 | 9.27 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 13.76 | 20.80 | -17.60 | 14.77 | 15.37 | 25.31 | -10.25 | 24.67 | 6.50 | -2.55 | 3.63 |
% Total Return Rel to Index | -3.33 | -3.61 | 1.48 | -3.38 | 1.29 | 0.10 | 0.17 | 4.55 | 1.17 | 0.20 | 0.70 |
% Total Return Rel to Peer | 0.60 | 2.16 | 1.95 | -1.43 | -1.29 | 0.56 | -0.22 | 2.44 | 0.92 | -0.27 | 1.74 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 | 3.00 | 4.00 | 3.00 |
% Dividends | 0.55 | 1.11 | 0.88 | 1.03 | 0.73 | 0.88 | 1.04 | 0.93 | 1.07 | 0.88 | 0.88 |
% Yield | 0.76 | 1.71 | 1.60 | 1.45 | 1.15 | 1.57 | 2.19 | 1.63 | 2.24 | 1.88 | 1.79 |
Capital Gains ($) | 0.00 | 0.94 | 0.00 | 3.31 | 0.00 | 0.39 | 2.11 | 2.50 | 1.24 | 0.71 | 0.00 |
Expense Ratio | 0.74 | 0.75 | 0.75 | 0.75 | 0.77 | 0.77 | 0.75 | 0.77 | 0.79 | 0.77 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%