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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%)

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 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

20242023202220212020201920182017201620152014
% Total Return 13.7620.80-17.6014.7715.3725.31-10.2524.676.50-2.553.63
% Total Return Rel to Index -3.33-3.611.48-3.381.290.100.174.551.170.200.70
% Total Return Rel to Peer 0.602.161.95-1.43-1.290.56-0.222.440.92-0.271.74
% Perf Quintile vs Peer* 0.002.003.004.003.004.004.003.003.004.003.00
% Dividends 0.551.110.881.030.730.881.040.931.070.880.88
% Yield 0.761.711.601.451.151.572.191.632.241.881.79
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 0.740.750.750.750.770.770.750.770.790.770.77

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