CGGR:NYE-Capital Group Growth ETF (USD)

ETF | Others |

Last Closing

USD 37.42

Change

-0.07 (-0.19)%

Market Cap

USD 7.80B

Volume

1.66M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may invest up to 25% of its assets in common stocks and other securities of issuers domiciled outside the United States. The fund relies on the professional judgment of its investment adviser to make decisions about the fund"s portfolio investments. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-13 )

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ETFs Containing CGGR

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 32.55% 94% A 86% B+
Dividend Return 0.20% 2% F 2% F
Total Return 32.75% 93% A 85% B
Trailing 12 Months  
Capital Gain 42.93% 94% A 86% B+
Dividend Return 0.45% 6% D- 4% F
Total Return 43.38% 93% A 85% 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 15.61% 94% A 77% C+
Dividend Return 15.83% 93% A 74% C
Total Return 0.22% 15% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 18.08% 19% F 60% D-
Risk Adjusted Return 87.57% 92% A 93% A
Market Capitalization 7.80B 98% N/A 83% B

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.