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Capital World Growth And Income Fund - Class F-3: (MF: FWGIX)

(NASDAQ Mutual Funds) As of May 27, 2026 05:22 PM ET

$81.47 USD

+1.27 (1.58%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.09 27
3 months 3.80 35
6 months 10.84 28
1 Year 34.58 15
3 Year 20.39 14
5 Year 10.64 20
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 23.11
5 Year 9.21
10 Year NA
Since Inception 10.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.24 NA NA NA
2025 -0.02 13.05 6.01 4.00
2024 8.26 1.62 5.76 -1.81
2023 6.32 5.88 -3.79 11.91
2022 -7.46 -14.70 -7.16 12.85
2021 4.46 5.76 -2.11 6.48

Annual Return

202620252024202320222021202020192018
% Total Return 9.0924.6214.2621.20-17.3115.1615.7625.73-9.97
% Total Return Rel to Index 2.233.27-4.96-3.201.77-3.001.680.530.45
% Total Return Rel to Peer 0.996.141.872.562.24-1.04-0.900.990.05
% Perf Quintile vs Peer* 2.001.003.002.002.003.003.004.003.00
% Dividends 0.251.101.321.301.061.240.901.041.20
% Yield 1.381.351.871.581.951.761.451.882.54
Capital Gains ($) 0.006.343.890.940.003.310.000.392.11
Expense Ratio 0.000.410.410.410.420.410.420.440.44

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