Capital Group Core Etf Performance
| CGCP Etf | USD 22.63 0.08 0.35% |
The etf shows a Beta (market volatility) of -0.0148, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Capital Group are expected to decrease at a much lower rate. During the bear market, Capital Group is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Capital Group Core has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable fundamental indicators, Capital Group is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Acquisition by Ocampo Christine of 100000 shares of Capital Group at 0.5 subject to Rule 16b-3 | 09/05/2024 |
2 | Trading Report - Stock Traders Daily | 09/18/2024 |
Capital |
Capital Group Relative Risk vs. Return Landscape
If you would invest 2,270 in Capital Group Core on August 31, 2024 and sell it today you would lose (7.00) from holding Capital Group Core or give up 0.31% of portfolio value over 90 days. Capital Group Core is currently does not generate positive expected returns and assumes 0.2879% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than Capital, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Capital Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Group's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Capital Group Core, and traders can use it to determine the average amount a Capital Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0156
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CGCP |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Capital Group is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Capital Group by adding Capital Group to a well-diversified portfolio.
Capital Group Fundamentals Growth
Capital Etf prices reflect investors' perceptions of the future prospects and financial health of Capital Group, and Capital Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Capital Etf performance.
| Total Asset | 286.64 M | |||
About Capital Group Performance
Assessing Capital Group's fundamental ratios provides investors with valuable insights into Capital Group's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Capital Group is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its assets in bonds and other debt securities, which may be represented by derivatives. Capital Group is traded on NYSEARCA Exchange in the United States.| Capital Group Core generated a negative expected return over the last 90 days | |
| The fund holds about 8.2% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Group Core. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of Capital Group Core 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.