Capital Group Core Balanced ETF (CGBL)
CGBL is an actively managed ETF by Capital Group. CGBL launched on Sep 26, 2023 and has a 0.33% expense ratio.
ETF Info
Sep 26, 2023
1x
No Index (Active)
Large-Cap
Blend
Expense Ratio
CGBL has an expense ratio of 0.33%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Capital Group Core Balanced ETF (CGBL) returned 0.27% year-to-date (YTD) and 10.20% over the past 12 months.
CGBL
0.27%
3.04%
-1.35%
10.20%
N/A
N/A
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
Monthly Returns
The table below presents the monthly returns of CGBL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.85% | -0.31% | -2.98% | 0.10% | 0.71% | 0.27% | |||||||
| 2024 | 0.99% | 2.61% | 3.13% | -3.44% | 3.34% | 2.82% | 1.55% | 1.82% | 1.50% | -0.23% | 3.16% | -1.52% | 16.64% |
| 2023 | -0.20% | -2.16% | 6.93% | 5.16% | 9.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, CGBL is among the top 22% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Capital Group Core Balanced ETF (CGBL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Capital Group Core Balanced ETF provided a 1.98% dividend yield over the last twelve months, with an annual payout of $0.62 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.62 | $0.60 | $0.13 |
Dividend yield | 1.98% | 1.93% | 0.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Capital Group Core Balanced ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | |||||||
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.21 | $0.60 |
| 2023 | $0.13 | $0.13 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Capital Group Core Balanced ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Capital Group Core Balanced ETF was 11.66%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Capital Group Core Balanced ETF drawdown is 3.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.66% | Feb 7, 2025 | 42 | Apr 8, 2025 | — | — | — |
| -5.93% | Jul 17, 2024 | 16 | Aug 7, 2024 | 17 | Aug 30, 2024 | 33 |
| -4.38% | Oct 12, 2023 | 12 | Oct 27, 2023 | 12 | Nov 14, 2023 | 24 |
| -3.82% | Dec 17, 2024 | 17 | Jan 13, 2025 | 8 | Jan 24, 2025 | 25 |
| -3.78% | Apr 1, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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