Capital Group Dividend Etf Performance
| CGDV Etf | USD 44.68 0.11 0.25% |
The etf shows a Beta (market volatility) of 0.1, which signifies not very significant fluctuations relative to the market. 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
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Dividend are ranked lower than 9 (%) 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 current stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
1 | J.W. Cole Advisors Inc. Raises Stock Holdings in Capital Group Dividend Value ETF CGDV | 11/26/2025 |
2 | The Dividend Fund That Doesnt Behave Like One CGDVs Market-Beating Strategy - Seeking Alpha | 12/05/2025 |
3 | Jack Bowmans CGDV ETF Breakdown A Dividend Value Fund That Defies Its Label - Seeking Alpha | 12/17/2025 |
4 | DGRW High Quality, Low Dividends, And Balanced Growth - Seeking Alpha | 12/24/2025 |
5 | D.A. Davidson CO. Has 141.94 Million Position in Capital Group Dividend Value ETF CGDV | 01/05/2026 |
6 | Daily ETF Flows Inflows of 1.5B For CGDV - ETF.com | 01/09/2026 |
7 | Stephens Inc. AR Buys 109,685 Shares of Capital Group Dividend Value ETF CGDV | 01/16/2026 |
Capital Group Relative Risk vs. Return Landscape
If you would invest 4,256 in Capital Group Dividend on November 1, 2025 and sell it today you would earn a total of 223.00 from holding Capital Group Dividend or generate 5.24% return on investment over 90 days. Capital Group Dividend is currently generating 0.0876% in daily expected returns and assumes 0.6985% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 Target Price Odds to finish over Current Price
The tendency of Capital Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 44.68 | 90 days | 44.68 | about 5.26 |
Based on a normal probability distribution, the odds of Capital Group to move above the current price in 90 days from now is about 5.26 (This Capital Group Dividend probability density function shows the probability of Capital Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days Capital Group has a beta of 0.1 suggesting as returns on the market go up, Capital Group average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Capital Group Dividend will be expected to be much smaller as well. Additionally Capital Group Dividend has an alpha of 0.0681, implying that it can generate a 0.0681 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Capital Group Price Density |
| Price |
Predictive Modules for Capital Group
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Capital Group Dividend. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Capital Group's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Capital Group Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Capital Group is not an exception. The market had few large corrections towards the Capital Group's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Capital Group Dividend, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Capital Group within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 0.10 | |
σ | Overall volatility | 0.79 | |
Ir | Information ratio | 0.03 |
Capital Group Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Capital Group for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Capital Group Dividend can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from thelincolnianonline.com: Stephens Inc. AR Buys 109,685 Shares of Capital Group Dividend Value ETF CGDV | |
| The fund holds 95.84% of its assets under management (AUM) in equities |
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 | 704.17 M | |||
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.
Normally, the fund invests at least 80 percent of its assets in dividend-paying common stocks of larger, more established companies domiciled in the United States with market capitalizations greater than 4.0 billion. Capital Dividend is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Stephens Inc. AR Buys 109,685 Shares of Capital Group Dividend Value ETF CGDV | |
| The fund holds 95.84% of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Group Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in small area income & poverty estimates. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Understanding Capital Group Dividend requires distinguishing between market price and book value, where the latter reflects Capital's accounting equity. The concept of intrinsic value—what Capital Group's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Investment professionals apply varied valuation frameworks to compute inherent worth and acquire positions when market prices trade at discounts to calculated value. Market sentiment, economic cycles, and investor behavior can push Capital Group's price substantially above or below its fundamental value.
It's important to distinguish between Capital Group's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Capital Group should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Capital Group's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.