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American Funds - Capital World Growth & Income Fund Class R-5 Shares: (MF: RWIFX)

(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET

$67.20 USD

+0.42 (0.63%)

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 13.99 45
3 months 4.72 60
6 months 8.99 51
1 Year 22.09 38
3 Year 5.18 33
5 Year 11.04 41
10 Year 8.12 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 218.88
Bear Market (10/07 - 2/09) -50.59
Bull Market (2/09 - 3/21) 455.70

Load Adjusted Returns as of Aug 31, 2024

1 Year 18.40
5 Year 9.79
10 Year 7.78
Since Inception 10.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.25 1.62 NA NA
2023 6.30 5.89 -3.80 11.89
2022 -7.47 -14.72 -7.17 12.82
2021 4.44 5.75 -2.13 6.47
2020 -20.34 18.33 7.11 14.61
2019 12.23 2.98 -0.56 9.36

Annual Return

20242023202220212020201920182017201620152014
% Total Return 13.9921.15-17.3615.0915.7125.68-10.0125.016.80-2.273.89
% Total Return Rel to Index -3.11-3.261.72-3.061.640.480.414.891.470.480.96
% Total Return Rel to Peer 0.822.512.19-1.11-0.950.940.012.781.230.002.01
% Perf Quintile vs Peer* 0.002.002.004.003.004.003.003.002.004.003.00
% Dividends 0.631.271.031.210.881.011.171.061.191.001.00
% Yield 0.891.991.891.711.401.822.481.882.522.172.07
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 0.460.460.470.460.470.490.490.490.500.490.49

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