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Capital World Growth And Income Fund Class 529-e Shares: (MF: CWIEX)

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

$68.53 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 15.85 44
3 months 5.60 63
6 months 7.17 55
1 Year 29.46 42
3 Year 6.85 37
5 Year 10.54 47
10 Year 7.81 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 208.48
Bear Market (10/07 - 2/09) -51.02
Bull Market (2/09 - 3/21) 409.47

Load Adjusted Returns as of Sep 30, 2024

1 Year 29.46
5 Year 10.54
10 Year 7.80
Since Inception 9.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.10 1.48 5.60 NA
2023 6.16 5.72 -3.93 11.74
2022 -7.60 -14.83 -7.29 12.65
2021 4.31 5.60 -2.27 6.32
2020 -20.43 18.17 6.95 14.43
2019 12.09 2.84 -0.70 9.19

Annual Return

20242023202220212020201920182017201620152014
% Total Return 15.8520.49-17.8114.4615.0824.98-10.5324.306.18-4.443.29
% Total Return Rel to Index -3.44-3.921.27-3.701.01-0.22-0.114.190.85-1.680.36
% Total Return Rel to Peer 0.671.851.74-1.74-1.580.23-0.502.070.61-2.171.40
% Perf Quintile vs Peer* 0.003.003.004.003.004.004.003.003.004.003.00
% Dividends 0.620.950.730.860.600.740.890.780.930.730.73
% Yield 0.871.501.381.240.981.371.921.422.021.631.53
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.000.00
Expense Ratio 1.011.021.021.011.021.041.051.061.091.091.09

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