CGUS:NYE-Capital Group Core Equity ETF (USD)

ETF | Others |

Last Closing

USD 34.28

Change

+0.01 (+0.03)%

Market Cap

USD 3.62B

Volume

0.59M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests primarily in common stocks of companies that the investment adviser believes demonstrate the potential for appreciation and/or dividends. The fund normally invests at least 80% of its assets in equity securities. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. The fund is designed for investors seeking both capital appreciation and income. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

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ETFs Containing CGUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.13% 89% A- 81% B-
Dividend Return 0.88% 15% F 15% F
Total Return 22.01% 89% A- 79% B-
Trailing 12 Months  
Capital Gain 36.90% 91% A- 82% B
Dividend Return 1.40% 21% F 18% F
Total Return 38.30% 91% A- 81% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 11.24% N/A N/A 70% C-
Dividend Return 11.78% N/A N/A 66% D+
Total Return 0.53% N/A N/A 13% F
Risk Return Profile  
Volatility (Standard Deviation) 13.12% N/A N/A 69% C-
Risk Adjusted Return 89.75% N/A N/A 94% A
Market Capitalization 3.62B 95% A 73% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike