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CGUS: Capital Group Core Equity ETF (ETF)
Basic Info 36.89 0.04(0.11%) July 01
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/23/2022 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 1.13% |
| Expenses | 0.33% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Since 02/23/2022 |
2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 5.8 | 15.3 | 19.8 | 14.7 | 24.9 | 27.7 | -6.3 |
| Sharpe Ratio | NA | 0.39 | 0.63 | 1.02 | 0.67 | 1.71 | 2.0 | -0.39 |
| Draw Down(%) | NA | 18.1 | 18.1 | 18.1 | 21.9 | 6.7 | 8.3 | 21.9 |
| Standard Deviation(%) | NA | 22.6 | 18.5 | 16.0 | 17.3 | 12.4 | 12.1 | 23.0 |
| Treynor Ratio | NA | 0.1 | 0.13 | 0.18 | 0.13 | 0.22 | 0.27 | -0.1 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.9 | 0.91 | 0.9 | 0.91 | 0.95 | 0.9 | 0.9 |
| RSquared | NA | 0.97 | 0.97 | 0.97 | 0.97 | 0.96 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.2 | 0.9 | 1.5 | N/A | 1.3 | 1.5 | 1.0 |
| Dividend Growth(%) | N/A | -76.1 | -15.4 | N/A | N/A | 2.6 | 39.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2022
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) 0.74% (95%)
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- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) 0.71% (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) 0.20% (94%)
- GAB (Gabelli Equity Trust Closed Fund) 0.69% (94%)
- GGT (Gabelli MultiMedia Mutual Fund) 1.45% (94%)
- USA (Liberty All Star Equity Closed Fund) 0.59% (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
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