Capital World Ten Year Return vs. Cash Position Weight
| CWIFX Fund | USD 64.59 0.30 0.46% |
For Capital World profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Capital World to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Capital World Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Capital World's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Capital World Growth over time as well as its relative position and ranking within its peers.
Capital |
Capital World Growth Cash Position Weight vs. Ten Year Return Fundamental Analysis
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. Capital World Growth is third largest fund in ten year return among similar funds. It is rated below average in cash position weight among similar funds creating about 0.92 of Cash Position Weight per Ten Year Return. The ratio of Ten Year Return to Cash Position Weight for Capital World Growth is roughly 1.09 . 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 Cash Position Weight vs. Ten Year Return
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.
Capital World |
| = | 8.82 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Capital World |
| = | 8.11 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Capital Cash Position Weight Comparison
Capital World is currently under evaluation in cash position weight among similar funds.
Capital World Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Capital World, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Capital World will eventually generate negative long term returns. The profitability progress is the general direction of Capital World's change in net profit over the period of time. It can combine multiple indicators of Capital World, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
Capital Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Capital World. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Capital World position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Capital World's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Capital World without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Transaction HistoryView history of all your transactions and understand their impact on performance |
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Use Investing Themes to Complement your Capital World position
In addition to having Capital World in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Apparel
Companies manufacturing textile accessories and apparel products. The Apparel theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Apparel Theme or any other thematic opportunities.
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Other Information on Investing in Capital Mutual Fund
To fully project Capital World's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Capital World Growth at a specified time, usually calculated after every quarter, six months, or one year. 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.
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