Capital Group Conservative Etf Performance
| CGCV Etf | 30.90 0.15 0.49% |
The etf shows a Beta (market volatility) of 0.78, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Group is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Conservative are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable fundamental indicators, Capital Group is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
1 | Confluence Wealth Services Inc. Buys 494 Shares of Capital Group Conservative Equity ETF CGCV | 10/07/2025 |
2 | CGCV A Low-Risk Profile ETF Is Beating The SP 500 - Seeking Alpha | 10/28/2025 |
Capital Group Relative Risk vs. Return Landscape
If you would invest 2,992 in Capital Group Conservative on September 26, 2025 and sell it today you would earn a total of 98.00 from holding Capital Group Conservative or generate 3.28% return on investment over 90 days. Capital Group Conservative is currently generating 0.0531% in daily expected returns and assumes 0.6238% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% 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 |
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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 Conservative, 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 = 0.0851
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Based on monthly moving average Capital Group is performing at about 6% of its full potential. 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 it to a well-diversified portfolio.
About Capital Group Performance
Evaluating Capital Group's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Group has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Capital Group has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Capital Group is entity of United States. It is traded as Etf on NYSE ARCA exchange.