Capital World Financials
| CWIFX Fund | USD 63.25 0.55 0.88% |
Capital |
Please note that past performance is not an indicator of the future performance of Capital 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.
Capital World Fund Summary
Capital World competes with American Mutual, American Mutual, American Funds, American Funds, and Income Fund. The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1405438854 |
| Business Address | Capital World Growthome |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | NYSE Composite |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
You should never invest in Capital World Growth without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Capital Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Capital World's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Capital World Key Financial Ratios
Generally speaking, Capital World's financial ratios allow both analysts and investors to convert raw data from Capital World's financial statements into concise, actionable information that can be used to evaluate the performance of Capital World over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Capital World Growth reports annually and quarterly.Capital Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Capital World's current stock value. Our valuation model uses many indicators to compare Capital World value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital World competition to find correlations between indicators driving Capital World's intrinsic value. More Info.Capital World Growth is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Capital World Growth is roughly 8.74 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Capital World by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Capital 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 Capital World's earnings, one of the primary drivers of an investment's value.Capital World Growth Systematic Risk
Capital World's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Capital 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.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Capital World Growth correlated with the market. If Beta is less than 0 Capital World generally moves in the opposite direction as compared to the market. If Capital World Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Capital World Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Capital World is generally in the same direction as the market. If Beta > 1 Capital World moves generally in the same direction as, but more than the movement of the benchmark.
Capital World April 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Capital World help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital World Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital World Growth based on widely used predictive technical indicators. In general, we focus on analyzing Capital Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Capital World's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6618 | |||
| Information Ratio | 0.0627 | |||
| Maximum Drawdown | 2.92 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.03 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital World Growth. 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 census. Note that the Capital World Growth information on this page should be used as a complementary analysis to other Capital 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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.