Capital World Growth Fund Market Value
| CWIEX Fund | USD 75.44 0.16 0.21% |
| Symbol | Capital |
Capital World 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Capital World's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Capital World.
| 11/29/2025 |
| 02/27/2026 |
If you would invest 0.00 in Capital World on November 29, 2025 and sell it all today you would earn a total of 0.00 from holding Capital World Growth or generate 0.0% return on investment in Capital World over 90 days. Capital World is related to or competes with Miller Convertible, Franklin Convertible, Advent Claymore, Lord Abbett, and Putnam Convertible. The fund invests primarily in common stocks of well-established companies located around the world, many of which have t... More
Capital World Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Capital World's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Capital World Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7777 | |||
| Information Ratio | 0.0491 | |||
| Maximum Drawdown | 3.76 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.21 |
Capital World Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital World's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Capital World's standard deviation. In reality, there are many statistical measures that can use Capital World historical prices to predict the future Capital World's volatility.| Risk Adjusted Performance | 0.1259 | |||
| Jensen Alpha | 0.1346 | |||
| Total Risk Alpha | 0.0367 | |||
| Sortino Ratio | 0.0493 | |||
| Treynor Ratio | (0.58) |
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 February 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1259 | |||
| Market Risk Adjusted Performance | (0.57) | |||
| Mean Deviation | 0.6007 | |||
| Semi Deviation | 0.594 | |||
| Downside Deviation | 0.7777 | |||
| Coefficient Of Variation | 609.15 | |||
| Standard Deviation | 0.7812 | |||
| Variance | 0.6103 | |||
| Information Ratio | 0.0491 | |||
| Jensen Alpha | 0.1346 | |||
| Total Risk Alpha | 0.0367 | |||
| Sortino Ratio | 0.0493 | |||
| Treynor Ratio | (0.58) | |||
| Maximum Drawdown | 3.76 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.21 | |||
| Downside Variance | 0.6049 | |||
| Semi Variance | 0.3528 | |||
| Expected Short fall | (0.65) | |||
| Skewness | (0.07) | |||
| Kurtosis | 0.3811 |
Capital World Growth Backtested Returns
At this stage we consider Capital Mutual Fund to be very steady. Capital World Growth secures Sharpe Ratio (or Efficiency) of 0.16, which signifies that the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Capital World Growth, which you can use to evaluate the volatility of the entity. Please confirm Capital World's Risk Adjusted Performance of 0.1259, mean deviation of 0.6007, and Downside Deviation of 0.7777 to double-check if the risk estimate we provide is consistent with the expected return of 0.13%. The fund shows a Beta (market volatility) of -0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Capital World are expected to decrease at a much lower rate. During the bear market, Capital World is likely to outperform the market.
Auto-correlation | 0.40 |
Average predictability
Capital World Growth has average predictability. Overlapping area represents the amount of predictability between Capital World time series from 29th of November 2025 to 13th of January 2026 and 13th of January 2026 to 27th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Capital World Growth price movement. The serial correlation of 0.4 indicates that just about 40.0% of current Capital World price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.4 | |
| Spearman Rank Test | 0.48 | |
| Residual Average | 0.0 | |
| Price Variance | 0.58 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |