Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGUS (Capital Group Core Equity ETF) | -3.97% | 8.68% | 15.43% | NA | NA | NA | NA | 12.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGUS (Capital Group Core Equity ETF) | 02/23/2022 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 02/23/2022.
AR inception is since 02/23/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 8.68 | 15.43 | NA | NA | NA | NA | 12.66 | -3.97 | 26.29 | 27.71 | -6.35 |
| Sharpe Ratio | NA | 0.34 | 0.56 | NA | NA | NA | NA | 0.46 | -0.50 | 1.60 | 1.95 | -0.39 |
| Standard Deviation(%) | NA | 18.08 | 17.07 | NA | NA | NA | NA | 17.47 | 25.74 | 12.42 | 12.12 | 23.00 |
| Draw Down(%) | NA | 18.27 | 18.27 | NA | NA | NA | NA | 21.86 | 18.27 | 6.73 | 8.29 | 21.86 |
| Yield(%) | 0.00 | 0.56 | 1.20 | 0.69 | 0.35 | 0.23 | 0.17 | 1.16 | 0.00 | 0.88 | 1.55 | 1.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGUS (Capital Group Core Equity ETF) |
10.19%
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 |
|---|---|---|---|---|
| CGUS (Capital Group Core Equity ETF) |
13.13%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart