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American Funds Manager Performance Evaluation

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CWGIX -- USA Fund  

USD 48.91  0.76  1.53%

The organization shows Beta (market volatility) of 0.2816, which signifies that as returns on market increase, American Funds returns are expected to increase less than the market. However during bear market, the loss on holding American Funds will be expected to be smaller as well. Even though it is essential to pay attention to American Funds Capital historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy in foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. American Funds Capital World Gr exposes twenty-one different technical indicators, which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days American Funds Capital World Gr has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, American Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low46.25
Fifty Two Week High53.47
Annual Report Expense Ratio0.78%

American Funds Capital Relative Risk vs. Return Landscape

If you would invest  5,098  in American Funds Capital World Gr on January 28, 2020 and sell it today you would lose (131.00)  from holding American Funds Capital World Gr or give up 2.57% of portfolio value over 30 days. American Funds Capital World Gr is currently producing negative expected returns and takes up 1.2787% volatility of returns over 30 trading days. Put another way, 11% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
    
  Risk (%) 
Assuming 30 trading days horizon, American Funds is expected to generate 1.26 times more return on investment than the market. However, the company is 1.26 times more volatile than its market benchmark. It trades about -0.03 of its potential returns per unit of risk. The DOW is currently generating roughly -0.06 per unit of risk.

American Funds Current Valuation

Fairly Valued
Today
48.91
February 27, 2020
49.42
Real Value
53.26
Upside
American Funds is very steady asset. American Funds Capital shows prevailing Real Value of $49.42 per share. The current price of the fund is $48.91. At this time the entity appears to be fairly valued. We determine the value of American Funds Capital from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

American Funds Market Risk Analysis

Sharpe Ratio = -0.0259
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American Funds Performance Indicators

Estimated Market Risk
 1.28
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 -0.03
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.03
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average American Funds is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of American Funds by adding it to a well-diversified portfolio.

American Funds Alerts

Equity Alerts and Improvement Suggestions

American Funds generates negative expected return over the last 30 days
The fund generated five year return of -1.0%
American Funds Capital holds about 6.63% of its assets under management (AUM) in cash
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