Capital Income Builder Fund Manager Performance Evaluation
| CIRFX Fund | USD 73.28 0.30 0.41% |
The fund shows a Beta (market volatility) of 0.4, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Income is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Income Builder are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Capital Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7200 |
Capital |
Capital Income Relative Risk vs. Return Landscape
If you would invest 7,209 in Capital Income Builder on September 1, 2024 and sell it today you would earn a total of 119.00 from holding Capital Income Builder or generate 1.65% return on investment over 90 days. Capital Income Builder is currently producing 0.0264% returns and takes up 0.4085% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Capital, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Income Current Valuation
Fairly Valued
Today
Please note that Capital Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Capital Income Builder shows a prevailing Real Value of $73.12 per share. The current price of the fund is $73.28. We determine the value of Capital Income Builder from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Capital Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Income's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 73.28 | Real 73.12 | Hype 73.28 | Naive 73.87 |
The intrinsic value of Capital Income's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Capital Income's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Capital Income Builder helps investors to forecast how Capital mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Capital Income more accurately as focusing exclusively on Capital Income's fundamentals will not take into account other important factors: Capital Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Capital Income Builder, and traders can use it to determine the average amount a Capital Income's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0647
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CIRFX |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Capital Income is performing at about 5% 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 Capital Income by adding it to a well-diversified portfolio.
Capital Income Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital Income, and Capital Income fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Capital Mutual Fund performance.
| Price To Earning | 18.22 X | ||||
| Price To Book | 2.47 X | ||||
| Price To Sales | 1.86 X | ||||
| Total Asset | 108.6 B | ||||
About Capital Income Performance
Evaluating Capital Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Income has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Capital Income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally will invest at least 90 percent of its assets in income-producing securities . It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the SP 500 Index.Things to note about Capital Income Builder performance evaluation
Checking the ongoing alerts about Capital Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Income Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Capital Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Capital Income's mutual fund performance include:- Analyzing Capital Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Capital Income's stock is overvalued or undervalued compared to its peers.
- Examining Capital Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Capital Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Income's mutual fund. These opinions can provide insight into Capital Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Capital Mutual Fund
Capital Income 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 Income security.
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