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American Funds - Capital World Growth & Income Fund Class R-2 Shares: (MF: RWIBX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$67.87 USD
+0.26 (0.39%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.42 | 47 |
| 3 months | 5.47 | 66 |
| 6 months | 6.91 | 60 |
| 1 Year | 28.83 | 45 |
| 3 Year | 6.32 | 44 |
| 5 Year | 9.98 | 56 |
| 10 Year | 6.94 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 201.84 |
| Bear Market (10/07 - 2/09) | -51.34 |
| Bull Market (2/09 - 3/21) | 358.76 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 28.83 |
| 5 Year | 9.98 |
| 10 Year | 6.94 |
| Since Inception | 9.22 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.96 | 1.36 | 5.47 | NA |
| 2023 | 6.03 | 5.61 | -4.06 | 11.61 |
| 2022 | -7.73 | -14.93 | -7.42 | 12.52 |
| 2021 | 4.16 | 5.49 | -2.40 | 6.19 |
| 2020 | -20.52 | 18.00 | 6.82 | 14.30 |
| 2019 | 11.93 | 2.72 | -0.83 | 9.04 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.42 | 19.90 | -18.24 | 13.89 | 14.51 | 24.34 | -10.96 | 17.82 | 5.72 | -3.28 | 2.84 |
| % Total Return Rel to Index | -3.86 | -4.51 | 0.85 | -4.26 | 0.44 | -0.86 | -0.53 | -2.29 | 0.38 | -0.52 | -0.08 |
| % Total Return Rel to Peer | 0.25 | 1.26 | 1.32 | -2.30 | -2.15 | -0.40 | -0.93 | -4.40 | 0.14 | -1.00 | 0.96 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 5.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.38 | 0.69 | 0.46 | 0.54 | 0.35 | 0.51 | 0.64 | 0.55 | 0.73 | 0.54 | 0.53 |
| % Yield | 0.53 | 1.03 | 0.86 | 0.78 | 0.57 | 0.93 | 1.37 | 1.02 | 1.56 | 1.17 | 1.10 |
| Capital Gains ($) | 0.00 | 0.94 | 0.00 | 3.31 | 0.00 | 0.39 | 2.11 | 0.00 | 1.24 | 0.71 | 0.00 |
| Expense Ratio | 1.50 | 1.51 | 1.53 | 1.51 | 1.52 | 1.54 | 1.54 | 1.54 | 1.54 | 1.50 | 1.52 |
* 1 = Top 20%, 5 = Bottom 20%