Capital Income Builder Fund Market Value
| RCEEX Fund | USD 79.16 0.22 0.28% |
| Symbol | Capital |
Capital Income '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 Income'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 Income.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Capital Income on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Capital Income Builder or generate 0.0% return on investment in Capital Income over 90 days. Capital Income is related to or competes with Tax-managed, Small Cap, T Rowe, Adams Diversified, The Gabelli, and Pgim Jennison. The investment seeks to provide a level of current income that exceeds the average yield on U.S More
Capital Income 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 Income'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 Income Builder upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5526 | |||
| Information Ratio | 0.1727 | |||
| Maximum Drawdown | 6.53 | |||
| Value At Risk | (0.75) | |||
| Potential Upside | 0.7907 |
Capital Income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Capital Income's standard deviation. In reality, there are many statistical measures that can use Capital Income historical prices to predict the future Capital Income's volatility.| Risk Adjusted Performance | 0.178 | |||
| Jensen Alpha | 0.1649 | |||
| Total Risk Alpha | 0.1351 | |||
| Sortino Ratio | 0.2531 | |||
| Treynor Ratio | 0.4094 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Capital Income'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 Income February 2, 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 | 0.178 | |||
| Market Risk Adjusted Performance | 0.4194 | |||
| Mean Deviation | 0.4419 | |||
| Downside Deviation | 0.5526 | |||
| Coefficient Of Variation | 413.98 | |||
| Standard Deviation | 0.8097 | |||
| Variance | 0.6557 | |||
| Information Ratio | 0.1727 | |||
| Jensen Alpha | 0.1649 | |||
| Total Risk Alpha | 0.1351 | |||
| Sortino Ratio | 0.2531 | |||
| Treynor Ratio | 0.4094 | |||
| Maximum Drawdown | 6.53 | |||
| Value At Risk | (0.75) | |||
| Potential Upside | 0.7907 | |||
| Downside Variance | 0.3053 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.54) | |||
| Skewness | 4.07 | |||
| Kurtosis | 26.17 |
Capital Income Builder Backtested Returns
Capital Income appears to be very steady, given 3 months investment horizon. Capital Income Builder secures Sharpe Ratio (or Efficiency) of 0.24, which signifies that the fund had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Capital Income Builder, which you can use to evaluate the volatility of the entity. Please makes use of Capital Income's Mean Deviation of 0.4419, coefficient of variation of 413.98, and Risk Adjusted Performance of 0.178 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.45, 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.
Auto-correlation | 0.73 |
Good predictability
Capital Income Builder has good predictability. Overlapping area represents the amount of predictability between Capital Income time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd 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 Income Builder price movement. The serial correlation of 0.73 indicates that around 73.0% of current Capital Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.73 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.81 |
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 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.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |