Capital Mutual Fund Financials

RCWGX
 Fund
  

USD 15.44  0.13  0.85%   

You can use fundamental analysis to find out if Capital World Bond is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for twelve available fundamental indicators for Capital World Bond, which can be compared to its rivals. Please make use of Capital World Bond total asset and last dividend paid to make a decision on whether Capital World is priced fairly. Use Capital World to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a moderate upward volatility. Check odds of Capital World to be traded at $16.98 in 90 days.
  
With this module, you can analyze Capital financials for your investing period. You should be able to track the changes in Capital World individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Capital World Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Capital World's financial statements are interrelated, with each one affecting the others. For example, an increase in Capital World's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 1
Capital World Bond has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Capital World mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Capital World's official financial statements usually reflect Capital World's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Capital World Bond. For example, before you start analyzing numbers published by Capital accountants, it's critical to develop an understanding of what Capital World's liquidity, profitability, and earnings quality are in the context of the American Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Capital World, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Capital World Company Summary

Capital World competes with Coca Cola. The fund will invest at least 80 percent of its assets in bonds and other debt securities, which may be represented by derivatives. Capital World is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressCapital World Bond
Mutual Fund FamilyAmerican Funds
Mutual Fund CategoryWorld Bond
BenchmarkDOW
Phone800 421 4225
CurrencyUSD - US Dollar
You should never invest in Capital World without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Capital Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Capital World's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Capital World Key Financial Ratios

Generally speaking, Capital World's financial ratios allow both analysts and investors to convert raw data from Capital World's financial statements into concise, actionable information that can be used to evaluate the performance of Capital World over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Capital World Bond reports annually and quarterly.

Capital Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Capital World's current stock value. Our valuation model uses many indicators to compare Capital World value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital World competition to find correlations between indicators driving Capital World's intrinsic value. More Info.
Capital World Bond is rated top fund in net asset among similar funds. It is rated top fund in three year return among similar funds . The ratio of Net Asset to Three Year Return for Capital World Bond is about  4,091,715,976 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Capital World by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Capital World's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Capital World's earnings, one of the primary drivers of an investment's value.

Capital World Bond Systematic Risk

Capital World's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Capital World volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Capital World Bond correlated with the market. If Beta is less than 0 Capital World generally moves in the opposite direction as compared to the market. If Capital World Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Capital World Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Capital World is generally in the same direction as the market. If Beta > 1 Capital World moves generally in the same direction as, but more than the movement of the benchmark.
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About Capital World Financials

What exactly are Capital World Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Capital World's income statement, its balance sheet, and the statement of cash flows. Potential Capital World investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Capital World investors may use each financial statement separately, they are all related. The changes in Capital World's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Capital World's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Capital World is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Capital has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Capital World Bond is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of World Bond category is currently estimated at about 27.66 Billion. Capital World totals roughly 13.83 Billion in net asset claiming about 50% of World Bond category.

Capital World October 5, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Capital World help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital World Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital World Bond based on widely used predictive technical indicators. In general, we focus on analyzing Capital Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Capital World's daily price indicators and compare them against related drivers.
Information Ratio(0.14)
Maximum Drawdown2.39
Value At Risk(1.04)
Potential Upside0.8491
Additionally, take a look at Your Equity Center. Note that the Capital World Bond information on this page should be used as a complementary analysis to other Capital World's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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When running Capital World Bond price analysis, check to measure Capital World's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Capital World is operating at the current time. Most of Capital World's value examination focuses on studying past and present price action to predict the probability of Capital World's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Capital World's price. Additionally, you may evaluate how the addition of Capital World to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Capital World's value and its price as these two are different measures arrived at by different means. Investors typically determine Capital World value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.