Capital Group Equity Etf Performance
| CGVV Etf | 27.10 0.25 0.91% |
The etf shows a Beta (market volatility) of 0.97, which signifies possible diversification benefits within a given portfolio. Capital Group returns are very sensitive to returns on the market. As the market goes up or down, Capital Group is expected to follow.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Equity are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic 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 | CGGR The Fast-Growing Stock Portfolio Positions It To Offer Lofty Returns, Strong Buy - Seeking Alpha | 10/20/2025 |
Capital Group Relative Risk vs. Return Landscape
If you would invest 2,647 in Capital Group Equity on September 27, 2025 and sell it today you would earn a total of 88.00 from holding Capital Group Equity or generate 3.32% return on investment over 90 days. Capital Group Equity is currently generating 0.0553% in daily expected returns and assumes 0.8257% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% 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 Equity, 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 = 0.067
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Based on monthly moving average Capital Group is performing at about 5% 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 exchange.