Capital Group Equity Fund Market Value
| CUSEX Fund | USD 37.65 0.32 0.86% |
| Symbol | Capital |
Capital Group 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Capital Group's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Capital Group.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Capital Group on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Capital Group Equity or generate 0.0% return on investment in Capital Group over 90 days. Capital Group is related to or competes with T Rowe, T Rowe, Fidelity Managed, Dimensional Retirement, Vanguard Target, and T Rowe. The fund invests primarily in common stocks of U.S More
Capital Group Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Capital Group's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Capital Group Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9396 | |||
| Information Ratio | 0.0812 | |||
| Maximum Drawdown | 11.29 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.21 |
Capital Group Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Group's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Capital Group's standard deviation. In reality, there are many statistical measures that can use Capital Group historical prices to predict the future Capital Group's volatility.| Risk Adjusted Performance | 0.1283 | |||
| Jensen Alpha | 0.1388 | |||
| Total Risk Alpha | 0.0344 | |||
| Sortino Ratio | 0.118 | |||
| Treynor Ratio | 0.2923 |
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 February 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1283 | |||
| Market Risk Adjusted Performance | 0.3023 | |||
| Mean Deviation | 0.7503 | |||
| Semi Deviation | 0.6483 | |||
| Downside Deviation | 0.9396 | |||
| Coefficient Of Variation | 621.41 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.87 | |||
| Information Ratio | 0.0812 | |||
| Jensen Alpha | 0.1388 | |||
| Total Risk Alpha | 0.0344 | |||
| Sortino Ratio | 0.118 | |||
| Treynor Ratio | 0.2923 | |||
| Maximum Drawdown | 11.29 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.21 | |||
| Downside Variance | 0.8829 | |||
| Semi Variance | 0.4203 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 4.05 | |||
| Kurtosis | 26.54 |
Capital Group Equity Backtested Returns
At this stage we consider Capital Mutual Fund to be very steady. Capital Group Equity secures Sharpe Ratio (or Efficiency) of 0.13, which signifies that the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Capital Group Equity, which you can use to evaluate the volatility of the entity. Please confirm Capital Group's Downside Deviation of 0.9396, mean deviation of 0.7503, and Risk Adjusted Performance of 0.1283 to double-check if the risk estimate we provide is consistent with the expected return of 0.18%. The fund shows a Beta (market volatility) of 0.72, 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.
Auto-correlation | -0.45 |
Modest reverse predictability
Capital Group Equity has modest reverse predictability. Overlapping area represents the amount of predictability between Capital Group time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Capital Group Equity price movement. The serial correlation of -0.45 indicates that just about 45.0% of current Capital Group price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.45 | |
| Spearman Rank Test | -0.48 | |
| Residual Average | 0.0 | |
| Price Variance | 0.11 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Capital Mutual Fund
Capital Group financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Group security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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