Capital World Financial Statements From 2010 to 2024

WBFFX Fund  USD 16.15  0.09  0.56%   
Capital World financial statements provide useful quarterly and yearly information to potential Capital World Bond investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Capital World financial statements helps investors assess Capital World's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Capital World's valuation are summarized below:
Capital World Bond does not presently have any fundamental signals for analysis.
Check Capital World financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Capital World's main balance sheet or income statement drivers, such as , as well as many indicators such as . Capital financial statements analysis is a perfect complement when working with Capital World Valuation or Volatility modules.
  
This module can also supplement various Capital World Technical models . Check out the analysis of Capital World Correlation against competitors.

Capital World Bond Mutual Fund 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

    
  2.84 %  
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.
Competition

Based on the latest financial disclosure, Capital World Bond has a Ten Year Return of 2.84%. This is 170.48% 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 presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about  126.23  of Year To Date Return per Annual Yield. 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.

About Capital World Financial Statements

Capital World investors use historical fundamental indicators, such as Capital World's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Capital World. Please read more on 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.

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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.
Price Transformation
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Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities