Capital Fundamentals

RCWGX
 Fund
  

USD 15.26  0.09  0.59%   

Capital World Bond fundamentals help investors to digest information that contributes to Capital World's financial success or failures. It also enables traders to predict the movement of Capital Mutual Fund. The fundamental analysis module provides a way to measure Capital World's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Capital World mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Capital Ten Year Return Analysis

Capital World's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Capital World Ten Year Return

    
  3.24 %  
Most of Capital World's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Capital World Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Capital World Ten Year Return Component Assessment

Based on the latest financial disclosure, Capital World Bond has a Ten Year Return of 3.24%. This is 208.57% higher than that of the American Funds family and significantly higher than that of the World Bond category. The ten year return for all United States funds is notably lower than that of the firm.

Capital World Bond Fundamental Drivers 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 equity positions weight among similar funds. It is rated top fund in cash position weight among similar funds creating about  821.00  of Cash Position Weight per Equity Positions Weight. . 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.

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Fund Asset Allocation for Capital World

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Capital Fundamentals

About Capital World Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Capital World Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Capital World using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Capital World Bond based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Capital World in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Capital World's short interest history, or implied volatility extrapolated from Capital World options trading.

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Additionally, take a look at Capital World Piotroski F Score and Capital World Altman Z Score analysis. 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Complementary Tools for Capital Mutual Fund analysis

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.