Capital Group Dividend Etf Performance
| CGDG Etf | 30.94 0.43 1.41% |
The etf shows a Beta (market volatility) of 0.55, 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.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Dividend are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable fundamental indicators, Capital Group is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | CGDG Underperformance Is Continuing Into 2025, FX Headwinds Partly To Blame - Seeking Alpha | 01/13/2025 |
2 | U.S. Capital Wealth Advisors LLC Grows Stake in Capital Group Dividend Growers ETF | 02/04/2025 |
3 | Capital Group Dividend Growers ETF Shares Sold by Concurrent Investment Advisors LLC | 02/21/2025 |
4 | Vestmark Advisory Solutions Inc. Purchases 40,663 Shares of Capital Group Dividend Growers ETF | 03/06/2025 |
Capital |
Capital Group Relative Risk vs. Return Landscape
If you would invest 3,024 in Capital Group Dividend on December 16, 2024 and sell it today you would earn a total of 70.00 from holding Capital Group Dividend or generate 2.31% return on investment over 90 days. Capital Group Dividend is currently generating 0.0405% in daily expected returns and assumes 0.7784% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 Dividend, 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 = 0.052
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| Negative Returns | CGDG |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Capital Group is performing at about 4% 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 analyzing Capital Group's fundamental ratios, stakeholders can gain valuable insights into Capital Group's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Capital Group is entity of United States. It is traded as Etf on NYSE ARCA exchange.| Latest headline from thelincolnianonline.com: Vestmark Advisory Solutions Inc. Purchases 40,663 Shares of Capital Group Dividend Growers ETF |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Group Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
The market value of Capital Group Dividend 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.