Capital Group Global Fund Manager Performance Evaluation
| CIF823 Fund | 61.22 0.29 0.48% |
The fund shows a Beta (market volatility) of 0.46, 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
16 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Global are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak technical and fundamental indicators, Capital Group may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more1 | Capital Group Global Equity Fund Ser F Quote - Press Release - The Globe and Mail | 11/21/2024 |
Capital |
Capital Group Relative Risk vs. Return Landscape
If you would invest 5,576 in Capital Group Global on September 4, 2024 and sell it today you would earn a total of 517.00 from holding Capital Group Global or generate 9.27% return on investment over 90 days. Capital Group Global is generating 0.1455% of daily returns and assumes 0.6914% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Capital, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. 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 funds, such as Capital Group Global, 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 = 0.2104
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| Cash | CIF823 | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Capital Group is performing at about 16% 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.
Things to note about Capital Group Global performance evaluation
Checking the ongoing alerts about Capital Group for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Capital Group Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Capital Group's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Capital Group's fund performance include:- Analyzing Capital Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Capital Group's stock is overvalued or undervalued compared to its peers.
- Examining Capital Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Capital Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Group's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Group's fund. These opinions can provide insight into Capital Group's potential for growth and whether the stock is currently undervalued or overvalued.
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