Capital Group Financial Statements From 2010 to 2024
| CGMS Etf | USD 27.45 0.06 0.22% |
Check Capital Group financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Capital Group'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 Group Valuation or Volatility modules.
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Capital Group Multi Sector ETF One Year Return Analysis
Capital Group's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Capital Group One Year Return | 12.00 % |
Most of Capital Group's fundamental indicators, such as One 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 Group Multi Sector is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Capital Group Multi Sector has an One Year Return of 12.0%. This is much higher than that of the Capital Group family and significantly higher than that of the Multisector Bond category. The one year return for all United States etfs is notably lower than that of the firm.
About Capital Group Financial Statements
Capital Group shareholders use historical fundamental indicators, such as revenue or net income, to determine how well the company is positioned to perform in the future. Although Capital Group investors may analyze each financial statement separately, they are all interrelated. The changes in Capital Group's assets and liabilities, for example, are also reflected in the revenues and expenses on on Capital Group's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
The fund normally invests at least 80 percent of its assets in the securities of issuers domiciled within the United States. Capital Group is traded on NYSEARCA Exchange in the United States.
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Check out the analysis of Capital Group Correlation against competitors. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
The market value of Capital Group Multi is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital Group's value that differs from its market value or its book value, called intrinsic value, which is Capital Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Capital Group's market value can be influenced by many factors that don't directly affect Capital Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Group'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.