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American Funds - Capital World Growth & Income Fund Class R-1 Shares: (MF: RWIAX)

(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET

$65.90 USD

+0.62 (0.95%)

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 13.19 50
3 months 4.43 68
6 months 8.42 58
1 Year 20.81 48
3 Year 4.08 44
5 Year 9.88 56
10 Year 6.99 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.53
Bear Market (10/07 - 2/09) -51.27
Bull Market (2/09 - 3/21) 372.12

Load Adjusted Returns as of Aug 31, 2024

1 Year 17.17
5 Year 8.64
10 Year 6.65
Since Inception 9.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.96 1.36 NA NA
2023 6.02 5.61 -4.07 11.60
2022 -7.71 -14.95 -7.40 12.52
2021 4.17 5.46 -2.38 6.18
2020 -20.53 18.00 6.84 14.30
2019 11.95 2.73 -0.83 9.06

Annual Return

20242023202220212020201920182017201620152014
% Total Return 13.1919.88-18.2113.8814.5124.38-10.9723.705.69-3.292.81
% Total Return Rel to Index -3.91-4.520.88-4.280.43-0.82-0.553.580.36-0.53-0.11
% Total Return Rel to Peer 0.031.241.35-2.32-2.15-0.36-0.941.470.12-1.020.93
% Perf Quintile vs Peer* 0.003.003.004.003.004.004.003.003.004.003.00
% Dividends 0.310.690.470.540.340.510.640.540.730.510.52
% Yield 0.431.020.870.770.550.921.360.971.551.121.07
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 1.501.511.511.511.521.541.541.541.551.541.54

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