Capital World Growth Fund Manager Performance Evaluation
| RWBEX Fund | USD 74.72 0.90 1.19% |
The fund shows a Beta (market volatility) of 0.58, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital World's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital World is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Capital World Growth are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Capital World showed solid returns over the last few months and may actually be approaching a breakup point.
...moreCapital |
Capital World Relative Risk vs. Return Landscape
If you would invest 6,364 in Capital World Growth on November 3, 2025 and sell it today you would earn a total of 1,108 from holding Capital World Growth or generate 17.41% return on investment over 90 days. Capital World Growth is currently producing 0.2686% returns and takes up 1.4124% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Capital, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital World Current Valuation
Undervalued
Today
Please note that Capital World's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Capital World Growth shows a prevailing Real Value of $79.55 per share. The current price of the fund is $74.72. We determine the value of Capital World Growth 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 World is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital World'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 74.72 | Real 79.55 | Hype 74.72 | Naive 76.51 |
The intrinsic value of Capital World'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 World'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 World Growth 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 World more accurately as focusing exclusively on Capital World's fundamentals will not take into account other important factors: Capital World Target Price Odds to finish over Current Price
The tendency of Capital Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 74.72 | 90 days | 74.72 | about 8.31 |
Based on a normal probability distribution, the odds of Capital World to move above the current price in 90 days from now is about 8.31 (This Capital World Growth probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Capital World has a beta of 0.58 indicating as returns on the market go up, Capital World average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Capital World Growth will be expected to be much smaller as well. Additionally Capital World Growth has an alpha of 0.2152, implying that it can generate a 0.22 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Capital World Price Density |
| Price |
Predictive Modules for Capital World
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Capital World Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Capital World's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Capital World Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Capital World is not an exception. The market had few large corrections towards the Capital World's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Capital World Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Capital World within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 0.58 | |
σ | Overall volatility | 4.99 | |
Ir | Information ratio | 0.15 |
Capital World Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Capital World for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Capital World Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 8.11% of its assets in cash |
Capital World Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital World, and Capital World 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 | 17.22 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.58 X | ||||
| Total Asset | 121.53 B | ||||
About Capital World Performance
Evaluating Capital World's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital World 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 World 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 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.Things to note about Capital World Growth performance evaluation
Checking the ongoing alerts about Capital World for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital World Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 8.11% of its assets in cash |
- Analyzing Capital World'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 World's stock is overvalued or undervalued compared to its peers.
- Examining Capital World'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 World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital World's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital World's mutual fund. These opinions can provide insight into Capital World's potential for growth and whether the stock is currently undervalued or overvalued.
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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