Capital World Financials
| RCWCX Fund | USD 16.06 0.05 0.31% |
CAPITAL |
Please note that you must use caution to infer results of funds 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 Icon Information, Pgim Jennison, Hennessy Technology, Science Technology, and Firsthand Technology. The fund will invest at least 80 percent of its assets in bonds and other debt securities, which may be represented by derivatives. It invests primarily in debt securities, including asset-backed and mortgage-backed securities and securities of governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars.Specialization | World Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1405418559 |
| Business Address | Capital World Bond |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | World Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
Capital World Key Financial Ratios
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 Bond is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 81.26 of Year To Date Return per Annual Yield. 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 Bond 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 output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Capital World Bond 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 Bond 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 March 4, 2025 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 Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital World Bond 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 | 0.3135 | |||
| Information Ratio | 0.2849 | |||
| Maximum Drawdown | 1.64 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.6971 |
Other Information on Investing in CAPITAL Mutual Fund
Capital World financial ratios help investors to determine whether CAPITAL Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in CAPITAL with respect to the benefits of owning Capital World security.
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