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Capital World Growth And Income Fund Class 529-f-1 Shares: (MF: CWIFX)

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

$68.64 USD

+0.26 (0.38%)

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 16.18 42
3 months 5.71 59
6 months 7.38 50
1 Year 29.96 38
3 Year 7.25 32
5 Year 10.98 42
10 Year 8.44 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 214.61
Bear Market (10/07 - 2/09) -50.69
Bull Market (2/09 - 3/21) 454.74

Load Adjusted Returns as of Sep 30, 2024

1 Year 29.96
5 Year 10.98
10 Year 8.44
Since Inception 10.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.19 1.58 5.71 NA
2023 6.26 5.81 -3.84 11.85
2022 -7.52 -14.74 -7.21 12.78
2021 4.42 5.71 -2.17 6.43
2020 -20.36 18.31 7.06 14.58
2019 12.18 2.97 -0.59 9.31

Annual Return

20242023202220212020201920182017201620152014
% Total Return 16.1820.93-17.5014.9415.5925.53-10.1124.856.65-2.423.75
% Total Return Rel to Index -3.11-3.471.59-3.221.510.330.314.741.310.330.83
% Total Return Rel to Peer 1.002.292.06-1.26-1.070.79-0.082.621.07-0.151.87
% Perf Quintile vs Peer* 0.002.003.004.003.004.003.003.002.004.003.00
% Dividends 0.811.180.941.120.830.961.121.001.130.940.94
% Yield 1.141.881.771.621.351.772.421.822.432.061.98
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 0.610.630.630.600.570.600.600.620.640.640.64

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