CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX)

Basic Info 33.76 0.11(0.33%)
May 10

CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS started on 04/04/2011
CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS is classified as asset class EQUITY
CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS expense ratio is 0.43%
CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS rating is
(88%)

CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) Dividend Info

CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) dividend growth in the last 12 months is 83.36%

The trailing 12-month yield of CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS is 6.77%. its dividend history:

DateDividend
03/27/2024 0.0787
12/11/2023 1.7098
09/28/2023 0.0945
06/29/2023 0.0931
03/30/2023 0.0937
12/12/2022 0.8137
09/28/2022 0.0901
06/28/2022 0.0802
03/29/2022 0.0767
12/13/2021 1.5972
09/28/2021 0.0675
06/28/2021 0.0681
03/29/2021 0.067
12/14/2020 0.626
09/29/2020 0.066
06/29/2020 0.061
03/30/2020 0.078
12/16/2019 0.871
09/27/2019 0.082
06/27/2019 0.091
03/28/2019 0.076
12/28/2018 1.5656
09/27/2018 0.0753
06/28/2018 0.06
03/28/2018 0.084
12/28/2017 1.142
09/28/2017 0.091
06/29/2017 0.078
03/30/2017 0.072
12/29/2016 0.921
06/29/2016 0.072
03/30/2016 0.077
12/29/2015 0.757
09/29/2015 0.063
06/29/2015 0.073
03/30/2015 0.042
12/30/2014 0.061
12/11/2014 0.713
09/29/2014 0.084
06/27/2014 0.059
03/28/2014 0.037
12/30/2013 0.058
12/12/2013 0.281
09/27/2013 0.046
06/27/2013 0.051
03/27/2013 0.04
12/28/2012 0.084
12/13/2012 0.008
09/27/2012 0.051
06/28/2012 0.041
03/29/2012 0.034
12/29/2011 0.047
12/15/2011 0.822
09/29/2011 0.041
06/29/2011 0.048

Dividend Growth History for CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.9911 7.22% 87.72% -
2022 $1.0607 3.23% -41.07% 87.72%
2021 $1.7998 6.47% 116.58% 5.18%
2020 $0.831 3.27% -25.80% 33.81%
2019 $1.12 5.63% -37.25% 15.47%
2018 $1.7849 7.92% 29.06% 2.21%
2017 $1.383 6.96% 29.25% 6.26%
2016 $1.07 5.73% 14.44% 9.28%
2015 $0.935 4.78% -1.99% 9.91%
2014 $0.954 5.07% 100.42% 8.52%
2013 $0.476 3.12% 118.35% 15.38%
2012 $0.218 1.59% -77.24% 22.27%
2011 $0.958 6.22% - 6.29%

Dividend Growth Chart for CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX)

CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) Historical Returns And Risk Info

From 07/09/2018 to 05/10/2024, the compound annualized total return (dividend reinvested) of CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 12.343%. Its cumulative total return (dividend reinvested) is 97.179%.

From 07/09/2018 to 05/10/2024, the Maximum Drawdown of CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 30.2%.

From 07/09/2018 to 05/10/2024, the Sharpe Ratio of CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 0.66.

From 07/09/2018 to 05/10/2024, the Annualized Standard Deviation of CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 16.0%.

From 07/09/2018 to 05/10/2024, the Beta of CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 0.88.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
07/09/2018		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 3.2 9.3 23.3 8.3 13.1 11.7 12.3 18.9 -12.5 22.9 15.7 32.5 -3.3 20.6 9.7 1.8 8.1 30.8 12.4 -6.3
Sharpe Ratio NA 1.73 1.75 0.37 0.57 0.65 0.66 1.33 -0.65 1.92 0.51 2.84 -0.3 3.25 0.73 0.12 0.7 2.7 0.97 -0.32
Draw Down(%) NA 4.3 7.8 20.9 30.2 30.2 30.2 7.8 20.6 5.2 30.2 4.8 16.9 2.0 10.3 12.1 8.4 6.4 10.7 20.0
Standard Deviation(%) NA 10.5 10.2 15.3 18.8 15.9 16.0 11.1 21.5 12.0 30.3 11.0 15.1 6.2 13.0 14.4 11.5 11.4 12.9 25.6
Treynor Ratio NA 0.22 0.22 0.07 0.13 0.12 0.12 0.19 -0.16 0.28 0.18 0.37 -0.05 0.24 0.1 0.02 0.08 0.31 0.13 -0.09
Alpha NA 0.01 0.0 0.01 0.0 0.0 0.0 -0.01 0.02 0.01 -0.01 0.02 0.0 0.01 -0.01 0.01 -0.01 -0.01 -0.01 -0.01
Beta NA 0.83 0.81 0.83 0.84 0.86 0.88 0.78 0.85 0.82 0.85 0.83 0.88 0.83 0.94 0.93 0.96 0.99 0.97 0.94
RSquare NA 0.95 0.91 0.95 0.96 0.96 0.96 0.91 0.97 0.88 0.97 0.93 0.98 0.9 0.98 0.98 0.96 0.97 0.97 0.99
Yield(%) N/A 0.3 6.8 5.3 5.9 6.8 N/A 7.2 3.2 6.5 3.3 5.6 7.9 6.9 5.7 4.8 5.1 3.1 1.5 6.2
Dividend Growth(%) N/A -96.0 83.4 N/A N/A N/A N/A 86.8 -41.4 115.5 -25.0 -37.4 29.7 29.0 15.1 -2.1 97.9 128.6 -78.1 N/A

Return Calculator for CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX)

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CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) Historical Return Chart

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CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/09/2018 to 05/10/2024, the worst annualized return of 3-year rolling returns for CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 7.67%.
From 07/09/2018 to 05/10/2024, the worst annualized return of 5-year rolling returns for CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 8.79%.
From 07/09/2018 to 05/10/2024, the worst annualized return of 10-year rolling returns for CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is 12%.
From 07/09/2018 to 05/10/2024, the worst annualized return of 20-year rolling returns for CAPITAL GROUP U.S. EQUITY FUND SHARE CLASS (CUSEX) is NA.

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