Capital Group Multi Sector Etf Performance
| CGMS Etf | USD 27.51 0.07 0.26% |
The etf shows a Beta (market volatility) of 0.0425, 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
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Multi Sector are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable primary indicators, Capital Group is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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Capital |
Capital Group Relative Risk vs. Return Landscape
If you would invest 2,734 in Capital Group Multi Sector on August 24, 2024 and sell it today you would earn a total of 17.00 from holding Capital Group Multi Sector or generate 0.62% return on investment over 90 days. Capital Group Multi Sector is currently generating 0.0101% in daily expected returns and assumes 0.2772% 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 Multi Sector, 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 = 0.0363
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CGMS |
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 | 2 98% of assets perform better |
Based on monthly moving average Capital Group is performing at about 2% 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.
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 | 49.93 M | |||
About Capital Group Performance
Assessing Capital Group's fundamental ratios provides investors with valuable insights into Capital Group's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Capital Group is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its assets in the securities of issuers domiciled within the United States. Capital Group is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Capital Group U.S. Multi-Sector Income ETF Shares Acquired by Souders Financial Advisors | |
| The fund holds about 14.72% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Group Multi Sector. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of Capital Group Multi 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.