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CGUS: Capital Group Core Equity ETF (ETF)
Basic Info 30.17 0.2(0.67%) May 02
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/23/2022 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 1.23% |
Expenses | 0.33% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 02/23/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 6.9 | 27.5 | 11.9 | 27.7 | -6.3 |
Sharpe Ratio | NA | 2.05 | 2.4 | 0.55 | 1.95 | -0.39 |
Draw Down(%) | NA | 4.7 | 8.3 | 21.9 | 8.3 | 21.9 |
Standard Deviation(%) | NA | 11.8 | 11.4 | 17.2 | 12.1 | 23.0 |
Treynor Ratio | NA | 0.24 | 0.29 | 0.11 | 0.26 | -0.1 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.99 | 0.94 | 0.9 | 0.9 | 0.9 |
RSquared | NA | 0.96 | 0.96 | 0.97 | 0.96 | 0.98 |
Yield(%) | N/A | 0.3 | 1.4 | N/A | 1.5 | 1.0 |
Dividend Growth(%) | N/A | -76.5 | 13.3 | N/A | 36.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2022
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