Capital Group Fixed Etf Performance
| CGHM Etf | 25.61 0.01 0.04% |
The etf shows a Beta (market volatility) of -0.098, 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
3 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Fixed are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical indicators, Capital Group is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Long Term Trading Analysis for - Stock Traders Daily | 09/25/2024 |
2 | Capital Group Municipal High-Income ETF Institutional Ownership 2024 - MarketBeat | 11/19/2024 |
Capital |
Capital Group Relative Risk vs. Return Landscape
If you would invest 2,542 in Capital Group Fixed on August 25, 2024 and sell it today you would earn a total of 19.00 from holding Capital Group Fixed or generate 0.75% return on investment over 90 days. Capital Group Fixed is currently generating 0.0118% in daily expected returns and assumes 0.2764% 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 Fixed, 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 = 0.0428
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| Negative Returns | CGHM |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Capital Group is performing at about 3% 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
By examining Capital Group's fundamental ratios, stakeholders can obtain critical insights into Capital Group's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Capital Group is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Capital Group is entity of United States. It is traded as Etf on NYSE ARCA exchange.| Latest headline from news.google.com: Capital Group Municipal High-Income ETF Institutional Ownership 2024 - MarketBeat |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Group Fixed. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
The market value of Capital Group Fixed 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.