Smallcap World Financials
CSPAX Fund | USD 67.31 0.67 1.01% |
With this module, you can analyze Smallcap financials for your investing period. You should be able to track the changes in Smallcap World individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Smallcap |
Understanding current and past Smallcap World Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Smallcap World's financial statements are interrelated, with each one affecting the others. For example, an increase in Smallcap World's assets may result in an increase in income on the income statement.
Evaluating Smallcap World's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of Smallcap World's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the Smallcap World's relative financial performance
Chance Of Distress
Less than 40
100 | Zero |
Below Average
Smallcap World Fund has less than 40 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Smallcap World mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
More InfoThe data published in Smallcap World's official financial statements usually reflect Smallcap World's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Smallcap World Fund. For example, before you start analyzing numbers published by Smallcap accountants, it's critical to develop an understanding of what Smallcap World's liquidity, profitability, and earnings quality are in the context of the American Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Smallcap World, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Smallcap World Company Summary
Smallcap World competes with USCF Gold, Income Fund, American Funds, New World, and American Mutual. Normally the fund invests at least 80 percent of its net assets in common stocks and other equity-type securities of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.Specialization | World Small/Mid Stock, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US8316815070 |
Business Address | SMALLCAP WORLD FUND, |
Mutual Fund Family | American Funds |
Mutual Fund Category | World Small/Mid Stock |
Benchmark | NYSE Composite |
Phone | 800 421 4225 |
Currency | USD - US Dollar |
Smallcap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smallcap World's current stock value. Our valuation model uses many indicators to compare Smallcap World value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smallcap World competition to find correlations between indicators driving Smallcap World's intrinsic value. More Info.Smallcap World Fund is the top fund in annual yield among similar funds. It is the top fund in ten year return among similar funds reporting about 1,726 of Ten Year Return per Annual Yield. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Smallcap World by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Smallcap World's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Smallcap World's earnings, one of the primary drivers of an investment's value.Smallcap World Fund Systematic Risk
Smallcap World's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Smallcap World volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Smallcap World Fund correlated with the market. If Beta is less than 0 Smallcap World generally moves in the opposite direction as compared to the market. If Smallcap World Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Smallcap World Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Smallcap World is generally in the same direction as the market. If Beta > 1 Smallcap World moves generally in the same direction as, but more than the movement of the benchmark.
About Smallcap World Financials
What exactly are Smallcap World Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Smallcap World's income statement, its balance sheet, and the statement of cash flows. Potential Smallcap World investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Smallcap World investors may use each financial statement separately, they are all related. The changes in Smallcap World's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Smallcap World's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Steps to analyze Smallcap World Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Smallcap World is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Smallcap has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Smallcap World's financials are consistent with your investment objective using the following steps:- Review Smallcap World's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Smallcap World's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Smallcap World's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Smallcap World's stock is overvalued or undervalued.
Smallcap World March 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Smallcap World help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Smallcap World Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Smallcap World Fund based on widely used predictive technical indicators. In general, we focus on analyzing Smallcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Smallcap World's daily price indicators and compare them against related drivers.
Downside Deviation | 0.8387 | |||
Information Ratio | (0.07) | |||
Maximum Drawdown | 3.49 | |||
Value At Risk | (1.18) | |||
Potential Upside | 1.35 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Smallcap World Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Smallcap World Fund information on this page should be used as a complementary analysis to other Smallcap World's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Complementary Tools for Smallcap Mutual Fund analysis
When running Smallcap World's price analysis, check to measure Smallcap World's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smallcap World is operating at the current time. Most of Smallcap World's value examination focuses on studying past and present price action to predict the probability of Smallcap World's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smallcap World's price. Additionally, you may evaluate how the addition of Smallcap World to your portfolios can decrease your overall portfolio volatility.
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