Capital World Growth Fund Three Year Return

RWIBX Fund  USD 63.87  0.01  0.02%   
Capital World Growth fundamentals help investors to digest information that contributes to Capital World's financial success or failures. It also enables traders to predict the movement of Capital Mutual Fund. The fundamental analysis module provides a way to measure Capital World's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Capital World mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Capital Three Year Return Analysis

Capital World's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Capital World Three Year Return

    
  4.77 %  
Most of Capital World's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Capital World Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Capital World Three Year Return Component Assessment

Based on the latest financial disclosure, Capital World Growth has a Three Year Return of 4.7707%. This is 171.06% higher than that of the American Funds family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

Capital Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Capital World's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Capital World could also be used in its relative valuation, which is a method of valuing Capital World by comparing valuation metrics of similar companies.
Capital World is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Capital World

The fund consists of 91.3% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Asset allocation divides Capital World's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Capital Fundamentals

About Capital World Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Capital World Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Capital World using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Capital World Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks long-term growth of capital while providing current income. American Funds is traded on NASDAQ Exchange in the United States.

Currently Active Assets on Macroaxis

Check out Capital World Piotroski F Score and Capital World Altman Z Score analysis.
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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Capital Mutual Fund analysis

When running Capital World's price analysis, check to measure Capital 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 Capital World is operating at the current time. Most of Capital World's value examination focuses on studying past and present price action to predict the probability of Capital 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 Capital World's price. Additionally, you may evaluate how the addition of Capital World to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Capital World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.