Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGDV (Capital Group Dividend Value ETF) | 12.62% | 21.60% | 22.58% | NA | NA | NA | NA | 19.16% |
Data as of 07/01/2025, AR inception is 02/24/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGDV (Capital Group Dividend Value ETF) | 02/24/2022 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | 21.60 | 22.58 | NA | NA | NA | NA | 19.16 | 12.62 | 20.10 | 28.81 | -2.89 |
| Sharpe Ratio | NA | 1.03 | 1.21 | NA | NA | NA | NA | 0.85 | 1.13 | 1.42 | 2.06 | -0.23 |
| Standard Deviation(%) | NA | 17.07 | 15.44 | NA | NA | NA | NA | 16.36 | 21.10 | 11.57 | 12.31 | 21.50 |
| Draw Down(%) | NA | 14.28 | 15.55 | NA | NA | NA | NA | 21.82 | 14.28 | 5.28 | 9.06 | 21.82 |
| Yield(%) | 0.00 | 1.34 | 2.07 | 1.21 | 0.60 | 0.40 | 0.30 | 2.01 | 0.30 | 1.90 | 2.10 | 1.30 |
Data as of 07/01/2025, AR inception 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) |
22.89%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart