Capital Group Fixed Etf Performance
| CGUI Etf | 25.25 0.01 0.04% |
The etf shows a Beta (market volatility) of -0.0049, 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
Solid
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Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Fixed are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, Capital Group is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
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Capital Group Relative Risk vs. Return Landscape
If you would invest 2,493 in Capital Group Fixed on December 23, 2024 and sell it today you would earn a total of 32.00 from holding Capital Group Fixed or generate 1.28% return on investment over 90 days. Capital Group Fixed is currently generating 0.0209% in daily expected returns and assumes 0.0693% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% 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 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 = 0.302
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Based on monthly moving average Capital Group is performing at about 23% 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 evaluating 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. Please also refer to our technical analysis and fundamental analysis pages.