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American Funds - Capital World Growth & Income Fund Class R-2 Shares: (MF: RWIBX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$64.21 USD
+1.20 (1.90%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.31 | 41 |
| 3 months | -0.31 | 41 |
| 6 months | -2.38 | 44 |
| 1 Year | 4.37 | 51 |
| 3 Year | 6.18 | 39 |
| 5 Year | 12.63 | 58 |
| 10 Year | 6.48 | 71 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 201.84 |
| Bear Market (10/07 - 2/09) | -51.34 |
| Bull Market (2/09 - 3/21) | 367.24 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.37 |
| 5 Year | 12.63 |
| 10 Year | 6.49 |
| Since Inception | 8.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.31 | NA | NA | NA |
| 2024 | 7.96 | 1.36 | 5.47 | -2.08 |
| 2023 | 6.03 | 5.61 | -4.06 | 11.61 |
| 2022 | -7.73 | -14.93 | -7.42 | 12.52 |
| 2021 | 4.16 | 5.49 | -2.40 | 6.19 |
| 2020 | -20.52 | 18.00 | 6.82 | 14.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.31 | 13.02 | 19.90 | -18.24 | 13.89 | 14.51 | 24.34 | -10.96 | 17.82 | 5.72 | -3.28 |
| % Total Return Rel to Index | 1.37 | -6.19 | -4.51 | 0.85 | -4.26 | 0.44 | -0.86 | -0.53 | -2.29 | 0.38 | -0.52 |
| % Total Return Rel to Peer | 0.16 | 0.64 | 1.26 | 1.32 | -2.30 | -2.15 | -0.40 | -0.93 | -4.40 | 0.14 | -1.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.07 | 0.61 | 0.69 | 0.46 | 0.54 | 0.35 | 0.51 | 0.64 | 0.55 | 0.73 | 0.54 |
| % Yield | 0.11 | 0.87 | 0.92 | 0.86 | 0.78 | 0.57 | 0.93 | 1.37 | 1.02 | 1.56 | 1.17 |
| Capital Gains ($) | 0.00 | 3.89 | 0.94 | 0.00 | 3.31 | 0.00 | 0.39 | 2.11 | 0.00 | 1.24 | 0.71 |
| Expense Ratio | 0.00 | 1.50 | 1.51 | 1.53 | 1.51 | 1.52 | 1.54 | 1.54 | 1.54 | 1.54 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%