Capital Mutual Fund Manager Performance Evaluation


USD 57.39  1.15  1.96%   

The fund shows a Beta (market volatility) of -0.0031, which signifies not very significant fluctuations relative to the market. Let's try to break down what Capital's beta means in this case. As returns on the market increase, returns on owning Capital Income are expected to decrease at a much lower rate. During the bear market, Capital Income is likely to outperform the market. Even though it is essential to pay attention to Capital Income Builder historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Capital Income Builder exposes twenty-six different technical indicators, which can help you to evaluate its performance.
Capital Performance
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Over the last 90 days Capital Income Builder has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Capital Income is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.

Capital Price Channel

Fifty Two Week Low58.04
Fifty Two Week High70.98

Capital Income Relative Risk vs. Return Landscape

If you would invest  6,201  in Capital Income Builder on July 6, 2022 and sell it today you would lose (347.00)  from holding Capital Income Builder or give up 5.6% of portfolio value over 90 days. Capital Income Builder is currently producing negative expected returns and takes up 0.8258% volatility of returns over 90 trading days. Put another way, 7% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Capital Income is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.46 times less risky than the market. the firm trades about -0.11 of its potential returns per unit of risk. The DOW is currently generating roughly -0.06 of returns per unit of risk over similar time horizon.

Capital Income Current Valuation

Fairly Valued
Today 57.39
Please note that Capital Income's price fluctuation is very steady at this time.
Capital Income Builder shows a prevailing Real Value of $59.25 per share. The current price of the fund is $57.39. At this time, the entity appears to be fairly valued. We determine the value of Capital Income Builder 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.
Our valuation method for Capital Income Builder is useful when determining the fair value of the Capital mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Capital Income. Since Capital Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Income'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.
Real Value
Estimating the potential upside or downside of Capital Income Builder 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 Income more accurately as focusing exclusively on Capital Income's fundamentals will not take into account other important factors:
Band Projection (param)
LowerMiddle BandUpper
LowEstimated ValueHigh
Annual Dividend
LowIncome Per ShareHigh

Capital Income Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Capital Income Builder, and traders can use it to determine the average amount a Capital Income'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 = -0.1066

Good Returns
Average Returns
Small Returns
Negative ReturnsRIREX
Estimated Market Risk
  actual daily
 7 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Capital Income is performing at about 0% of its full potential. 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 Income by adding it to a well-diversified portfolio.

About Capital Income Performance

To evaluate Capital Income Builder Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Capital Income generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Capital Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Capital Income Builder market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Capital's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to provide a level of current income that exceeds the average yield on U.S. stocks generally and to provide a growing stream of income over the years. Capital Income is traded on NASDAQ Exchange in the United States.

Things to note about Capital Income Builder

Checking the ongoing alerts about Capital Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Income Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Capital Income Alerts

Equity Alerts and Improvement Suggestions

Capital Income generated a negative expected return over the last 90 days
On 13th of September 2022 Capital Income paid $ 0.4152 per share dividend to its current shareholders
Latest headline from Government releases guide on the application process for the Building Safety Fund - IFSEC Global
Additionally, take a look at Your Equity Center. Note that the Capital Income Builder information on this page should be used as a complementary analysis to other Capital Income'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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for Capital Mutual Fund analysis

When running Capital Income Builder price analysis, check to measure Capital Income'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 Income is operating at the current time. Most of Capital Income's value examination focuses on studying past and present price action to predict the probability of Capital Income's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Capital Income's price. Additionally, you may evaluate how the addition of Capital Income to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Capital Income's value and its price as these two are different measures arrived at by different means. Investors typically determine Capital Income value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Income'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.