Capital World Bond Fund Manager Performance Evaluation
| CWBFX Fund | USD 15.93 0.01 0.06% |
The fund shows a Beta (market volatility) of -0.0616, 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.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Capital World Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Capital World is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9900 |
Capital |
Capital World Relative Risk vs. Return Landscape
If you would invest 1,660 in Capital World Bond on August 26, 2024 and sell it today you would lose (67.00) from holding Capital World Bond or give up 4.04% of portfolio value over 90 days. Capital World Bond is currently producing negative expected returns and takes up 0.3181% volatility of returns over 90 trading days. Put another way, 2% 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 World Current Valuation
Overvalued
Today
Please note that Capital World's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Capital World Bond shows a prevailing Real Value of $15.48 per share. The current price of the fund is $15.93. We determine the value of Capital World Bond 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 15.93 | Real 15.48 | Hype 15.93 | Naive 15.85 |
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 Bond 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital World's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Capital World Bond, and traders can use it to determine the average amount a Capital World'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 = -0.1976
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CWBFX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Capital World is not performing at its full potential. However, 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 World by adding Capital World to a well-diversified portfolio.
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.
| Total Asset | 3.71 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 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.Things to note about Capital World Bond 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 Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Capital World Bond generated a negative expected return over the last 90 days | |
| Capital World Bond generated five year return of -2.0% | |
| This fund holds about 7.78% of its assets under management (AUM) 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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
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| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |