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Capital World Growth And Income Fund Class 529-c Shares: (MF: CWICX)

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

$68.48 USD

+0.27 (0.40%)

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 15.41 48
3 months 5.45 66
6 months 6.89 60
1 Year 28.78 46
3 Year 6.27 44
5 Year 9.95 57
10 Year 6.88 74

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 200.50
Bear Market (10/07 - 2/09) -51.35
Bull Market (2/09 - 3/21) 353.84

Load Adjusted Returns as of Sep 30, 2024

1 Year 27.49
5 Year 9.95
10 Year 6.88
Since Inception 9.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.96 1.36 5.45 NA
2023 6.01 5.58 -4.07 11.58
2022 -7.72 -14.95 -7.42 12.51
2021 4.17 5.47 -2.39 6.17
2020 -20.54 18.00 6.81 14.30
2019 11.91 2.72 -0.84 9.04

Annual Return

20242023202220212020201920182017201620152014
% Total Return 15.4119.82-18.2513.8614.4824.31-11.0017.785.59-3.402.71
% Total Return Rel to Index -3.88-4.590.83-4.290.40-0.89-0.57-2.330.26-0.64-0.21
% Total Return Rel to Peer 0.231.181.30-2.34-2.18-0.43-0.97-4.440.02-1.120.83
% Perf Quintile vs Peer* 0.003.003.004.003.004.004.005.003.004.003.00
% Dividends 0.360.650.430.510.300.480.610.470.690.470.48
% Yield 0.510.980.820.750.490.891.320.911.501.051.01
Capital Gains ($) 0.000.940.003.310.000.392.110.001.240.710.00
Expense Ratio 1.551.561.551.521.551.581.591.611.641.641.64

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