Back to top
American Funds Capital World Growth & Income Fund Class C Shares: (MF: CWGCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$64.42 USD
+1.20 (1.90%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.28 | 40 |
| 3 months | -0.28 | 40 |
| 6 months | -2.37 | 43 |
| 1 Year | 4.38 | 51 |
| 3 Year | 6.20 | 38 |
| 5 Year | 12.66 | 58 |
| 10 Year | 7.01 | 63 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 201.93 |
| Bear Market (10/07 - 2/09) | -51.30 |
| Bull Market (2/09 - 3/21) | 389.45 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.34 |
| 5 Year | 12.66 |
| 10 Year | 7.01 |
| Since Inception | 7.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.28 | NA | NA | NA |
| 2024 | 7.97 | 1.35 | 5.48 | -2.09 |
| 2023 | 6.03 | 5.60 | -4.05 | 11.61 |
| 2022 | -7.71 | -14.93 | -7.40 | 12.51 |
| 2021 | 4.17 | 5.49 | -2.39 | 6.20 |
| 2020 | -20.53 | 18.02 | 6.84 | 14.31 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.28 | 13.03 | 19.90 | -18.21 | 13.92 | 14.54 | 24.38 | -10.96 | 23.69 | 5.65 | -3.33 |
| % Total Return Rel to Index | 1.40 | -6.19 | -4.51 | 0.88 | -4.24 | 0.46 | -0.81 | -0.53 | 3.57 | 0.31 | -0.57 |
| % Total Return Rel to Peer | 0.19 | 0.65 | 1.26 | 1.35 | -2.28 | -2.12 | -0.36 | -0.93 | 1.46 | 0.07 | -1.06 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.08 | 0.62 | 0.69 | 0.47 | 0.55 | 0.35 | 0.50 | 0.63 | 0.52 | 0.71 | 0.50 |
| % Yield | 0.12 | 0.88 | 0.93 | 0.88 | 0.79 | 0.56 | 0.92 | 1.35 | 0.94 | 1.51 | 1.09 |
| Capital Gains ($) | 0.00 | 3.89 | 0.94 | 0.00 | 3.31 | 0.00 | 0.39 | 2.11 | 2.50 | 1.24 | 0.71 |
| Expense Ratio | 0.00 | 1.48 | 1.50 | 1.50 | 1.48 | 1.50 | 1.53 | 1.54 | 1.56 | 1.59 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%