Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUSEX (CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS) | 6.54% | 19.87% | 19.46% | 12.09% | 13.82% | 12.74% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUSEX (CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS) | 04/04/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.88 | 19.87 | 19.46 | 12.09 | 13.82 | 12.74 | NA | … | … | 6.54 | 9.67 | 21.09 | 18.90 | -12.54 | 22.92 | 15.66 | 32.52 | -3.29 | 20.60 | 9.67 | 1.82 | 8.10 | 30.78 | 12.44 | -6.26 |
| Sharpe Ratio | NA | 1.76 | 1.23 | 0.66 | 0.77 | NA | NA | … | … | 1.59 | 0.34 | 1.42 | 1.38 | -0.65 | 1.91 | 0.51 | 2.83 | -0.31 | 3.24 | 0.73 | 0.12 | 0.70 | 2.70 | 0.97 | -0.32 |
| Standard Deviation(%) | NA | 12.62 | 14.39 | 15.61 | 16.31 | NA | NA | … | … | 14.43 | 20.23 | 12.29 | 11.14 | 21.46 | 11.96 | 30.19 | 10.96 | 15.11 | 6.17 | 12.97 | 14.43 | 11.53 | 11.40 | 12.89 | 25.63 |
| Draw Down(%) | NA | 10.02 | 17.87 | 20.85 | 30.16 | NA | NA | … | … | 10.02 | 17.87 | 6.90 | 7.84 | 20.56 | 5.16 | 30.16 | 4.77 | 16.93 | 2.04 | 10.27 | 12.14 | 8.39 | 6.39 | 10.69 | 20.01 |
| Yield(%) | 0.00 | 9.38 | 9.71 | 7.36 | 8.89 | 9.57 | 6.89 | … | … | 0.00 | 10.04 | 10.55 | 7.22 | 3.23 | 6.47 | 3.27 | 5.63 | 7.92 | 6.96 | 5.73 | 4.78 | 5.07 | 3.12 | 1.59 | 6.22 |
Data as of 06/05/2026, Common starting date is 04/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSEX (CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS) |
6.47%
Dec 2013 – Dec 2016 |
7.08%
Dec 2013 – Dec 2018 |
9.96%
Oct 2013 – Oct 2023 |
12.64%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSEX (CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS) |
23.51%
Dec 2018 – Dec 2021 |
17.57%
Oct 2016 – Oct 2021 |
14.85%
Sep 2011 – Sep 2021 |
12.64%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart