Capital Income Financials
| RIRAX Fund | USD 65.86 0.44 0.66% |
Capital |
Please note that past performance is not an indicator of the future performance of Capital Income, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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.
Capital Income Fund Summary
Capital Income competes with Income Fund, New World, American Mutual, American Mutual, and American Funds. The fund normally will invest at least 90 percent of its assets in income-producing securities . It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the SP 500 Index.Specialization | World Allocation, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1401938717 |
| Business Address | Capitalome Builder |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | World Allocation |
| Benchmark | NYSE Composite |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
You should never invest in Capital Income Builder without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Capital Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Capital Income's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Capital Income Key Financial Ratios
Generally speaking, Capital Income's financial ratios allow both analysts and investors to convert raw data from Capital Income's financial statements into concise, actionable information that can be used to evaluate the performance of Capital Income over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Capital Me Builder reports annually and quarterly.Capital Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Capital Income's current stock value. Our valuation model uses many indicators to compare Capital Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital Income competition to find correlations between indicators driving Capital Income's intrinsic value. More Info.Capital Income Builder is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Capital Income Builder is roughly 7.38 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Capital Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Capital Income'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 Income's earnings, one of the primary drivers of an investment's value.Capital Me Builder Systematic Risk
Capital Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Capital Income 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 thirteen with a total number of output elements of fourty-eight. The Beta measures systematic risk based on how returns on Capital Me Builder correlated with the market. If Beta is less than 0 Capital Income generally moves in the opposite direction as compared to the market. If Capital Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Capital Me Builder is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Capital Income is generally in the same direction as the market. If Beta > 1 Capital Income moves generally in the same direction as, but more than the movement of the benchmark.
Capital Income April 17, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Capital Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital Income Builder. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital Income Builder based on widely used predictive technical indicators. In general, we focus on analyzing Capital Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Capital Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5511 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 2.44 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 0.7452 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Capital Income Builder. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Capital Me 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 the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.