Capital Group Equity Etf Performance
| CGMM Etf | 29.49 0.11 0.37% |
The etf shows a Beta (market volatility) of 1.17, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Capital Group will likely underperform.
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 6 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy primary 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 | 25,750 Shares in Capital Group U.S. Small and Mid Cap ETF CGMM Bought by Sagespring Wealth Partners LLC | 10/16/2025 |
2 | Is CGMM stock included in top ETFs - 2025 Volatility Report Expert Curated Trade Setups - newser.com | 11/19/2025 |
Capital Group Relative Risk vs. Return Landscape
If you would invest 2,806 in Capital Group Equity on September 25, 2025 and sell it today you would earn a total of 143.00 from holding Capital Group Equity or generate 5.1% return on investment over 90 days. Capital Group Equity is currently generating 0.0838% in daily expected returns and assumes 0.9944% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% 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 = 0.0843
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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
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.