Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGDV (Capital Group Dividend Value ETF) | 12.65% | 31.52% | 25.65% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/24/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGDV (Capital Group Dividend Value ETF) | 02/24/2022 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 31.52 | 25.65 | NA | NA | NA | NA | … | … | 12.65 | 25.50 | 20.10 | 28.81 | -2.89 |
| Sharpe Ratio | NA | 2.59 | 1.65 | NA | NA | NA | NA | … | … | 2.03 | 1.39 | 1.42 | 2.06 | -0.23 |
| Standard Deviation(%) | NA | 11.59 | 13.55 | NA | NA | NA | NA | … | … | 13.73 | 16.35 | 11.57 | 12.31 | 21.50 |
| Draw Down(%) | NA | 9.75 | 14.28 | NA | NA | NA | NA | … | … | 9.75 | 14.28 | 5.28 | 9.06 | 21.82 |
| Yield(%) | 0.00 | 1.51 | 2.11 | 1.67 | 0.83 | 0.56 | 0.42 | … | … | 0.25 | 1.61 | 1.90 | 2.10 | 1.30 |
Data as of 06/04/2026, Common starting date is 02/24/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGDV (Capital Group Dividend Value ETF) |
13.15%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGDV (Capital Group Dividend Value ETF) |
29.34%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart