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Capital World Growth And Income Fund Class 529-f-1 Shares: (MF: CWIFX)

(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET

$71.07 USD

+0.20 (0.28%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 12.91 25
3 months 13.00 31
6 months 12.91 25
1 Year 17.14 29
3 Year 17.67 27
5 Year 12.62 30
10 Year 9.28 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 214.61
Bear Market (10/07 - 2/09) -50.69
Bull Market (2/09 - 3/21) 514.72

Load Adjusted Returns as of Jun 30, 2025

1 Year 17.14
5 Year 12.61
10 Year 9.28
Since Inception 10.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.07 13.00 NA NA
2024 8.19 1.58 5.71 -1.86
2023 6.26 5.81 -3.84 11.85
2022 -7.52 -14.74 -7.21 12.78
2021 4.42 5.71 -2.17 6.43
2020 -20.36 18.31 7.06 14.58

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.9114.0120.93-17.5014.9415.5925.53-10.1124.856.65-2.42
% Total Return Rel to Index 3.16-5.20-3.471.59-3.221.510.330.314.741.310.33
% Total Return Rel to Peer 2.321.632.292.06-1.26-1.070.79-0.082.621.07-0.15
% Perf Quintile vs Peer* 0.000.002.002.004.003.004.003.003.002.004.00
% Dividends 0.591.191.180.941.120.830.961.121.001.130.94
% Yield 0.801.721.811.771.621.351.772.421.822.432.06
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.000.610.630.630.600.570.600.600.620.640.64

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