Smallcap World Financials
| CSPEX Fund | USD 67.53 0.28 0.42% |
Smallcap |
Please note that you must use caution to infer results of funds 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.
Smallcap World Fund Summary
Smallcap World competes with Income Fund, New World, American Mutual, American Mutual, and American Funds. Normally the fund invests at least 80 percent of its net assets in common stocks and other equity-type securities of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | SMALLCAP WORLD FUND, |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | World Small/Mid Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
Smallcap Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smallcap World's current stock value. Our valuation model uses many indicators to compare Smallcap World value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smallcap World competition to find correlations between indicators driving Smallcap World's intrinsic value. More Info.Smallcap World Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Smallcap World Fund is roughly 9.77 . 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 Smallcap World's earnings, one of the primary drivers of an investment's value.Smallcap World Systematic Risk
Smallcap World's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Smallcap 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Smallcap World correlated with the market. If Beta is less than 0 Smallcap World generally moves in the opposite direction as compared to the market. If Smallcap World Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Smallcap World is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Smallcap World is generally in the same direction as the market. If Beta > 1 Smallcap World moves generally in the same direction as, but more than the movement of the benchmark.
Smallcap World December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Smallcap World help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Smallcap World Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Smallcap World Fund based on widely used predictive technical indicators. In general, we focus on analyzing Smallcap Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Smallcap World's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8682 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 3.31 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.3 |
Other Information on Investing in Smallcap Mutual Fund
Smallcap World financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap World security.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |