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American Funds - Capital World Growth & Income Fund Class R-3 Shares: (MF: RWICX)

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

$67.22 USD

+0.33 (0.49%)

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 Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 9.68 40
3 months 1.47 44
6 months 9.68 40
1 Year 17.71 37
3 Year 4.07 40
5 Year 9.13 47
10 Year 7.13 52

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 208.55
Bear Market (10/07 - 2/09) -51.00
Bull Market (2/09 - 3/21) 389.21

Load Adjusted Returns as of Jun 30, 2024

1 Year 17.71
5 Year 9.12
10 Year 7.13
Since Inception 9.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.09 1.47 NA NA
2023 6.15 5.71 -3.95 11.72
2022 -7.62 -14.84 -7.30 12.65
2021 4.29 5.60 -2.27 6.30
2020 -20.45 18.14 6.94 14.43
2019 12.08 2.83 -0.72 9.17

Annual Return

20242023202220212020201920182017201620152014
% Total Return 9.6820.42-17.8514.4115.0124.93-10.5724.296.16-2.863.27
% Total Return Rel to Index -2.35-3.991.24-3.740.94-0.26-0.154.170.82-0.100.34
% Total Return Rel to Peer 1.681.781.70-1.79-1.650.19-0.542.060.58-0.581.39
% Perf Quintile vs Peer* 0.003.003.004.003.004.004.003.003.004.003.00
% Dividends 0.450.940.700.820.570.720.860.760.930.730.73
% Yield 0.651.451.301.170.921.301.841.361.961.571.50
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 0.001.061.071.061.071.091.091.091.101.091.09

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