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American Funds - Capital World Growth & Income Fund Class R-1 Shares: (MF: RWIAX)

(NASDAQ Mutual Funds) As of May 30, 2025 08:00 PM ET

$67.02 USD

-0.04 (-0.06%)

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, 2025

Total Return %* Percentile Rank Objective
YTD 0.66 43
3 months -3.23 43
6 months 0.93 44
1 Year 8.77 54
3 Year 9.56 37
5 Year 10.82 54
10 Year 6.87 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.53
Bear Market (10/07 - 2/09) -51.27
Bull Market (2/09 - 3/21) 390.40

Load Adjusted Returns as of Apr 30, 2025

1 Year 4.38
5 Year 12.64
10 Year 7.01
Since Inception 9.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.29 NA NA NA
2024 7.96 1.36 5.47 -2.08
2023 6.02 5.61 -4.07 11.60
2022 -7.71 -14.95 -7.40 12.52
2021 4.17 5.46 -2.38 6.18
2020 -20.53 18.00 6.84 14.30

Annual Return

20252024202320222021202020192018201720162015
% Total Return 0.6613.0219.88-18.2113.8814.5124.38-10.9723.705.69-3.29
% Total Return Rel to Index 1.43-6.20-4.520.88-4.280.43-0.82-0.553.580.36-0.53
% Total Return Rel to Peer 0.050.641.241.35-2.32-2.15-0.36-0.941.470.12-1.02
% Perf Quintile vs Peer* 0.000.003.003.004.003.004.004.003.003.004.00
% Dividends 0.070.610.690.470.540.340.510.640.540.730.51
% Yield 0.110.860.900.870.770.550.921.360.971.551.12
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.001.501.511.511.511.521.541.541.541.551.54

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