Capital Group Growth ETF (CGGR)
The ETF seeks growth through investments in companies with potential for capital appreciation, focusing on larger, faster-growing U.S. firms while maintaining flexibility in various geographies and investment approaches to achieve capital appreciation. The fund's objective is to provide growth of capital by investing in common stocks, with up to 25% of assets allowed to be invested outside the U.S.
ETF Info
| CUSIP | 14020G101 |
|---|---|
| Issuer | Capital Group |
| Inception Date | Feb 22, 2022 |
| Category | Large Cap Growth Equities |
| Index Tracked | No Index (Active) |
| Distribution Policy | Distributing |
| Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CGGR has a high expense ratio of 0.39%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: CGGR vs. IWY, CGGR vs. SMH, CGGR vs. VGT, CGGR vs. XLG, CGGR vs. QTEC, CGGR vs. SPYV, CGGR vs. VASGX, CGGR vs. QQQM, CGGR vs. QQQ, CGGR vs. VFIFX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Capital Group Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Capital Group Growth ETF had a return of 9.46% year-to-date (YTD) and 36.95% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.46% | 7.26% |
| 1 month | -3.41% | -2.63% |
| 6 months | 30.77% | 22.78% |
| 1 year | 36.95% | 22.71% |
| 5 years (annualized) | N/A | 11.87% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.05% | 7.88% | 2.93% | |||||||||
| 2023 | -2.86% | 11.68% | 6.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of CGGR is 90, placing it in the top 10% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Capital Group Growth ETF(CGGR)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Capital Group Growth ETF granted a 0.37% dividend yield in the last twelve months. The annual payout for that period amounted to $0.11 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.11 | $0.11 | $0.07 |
Dividend yield | 0.37% | 0.40% | 0.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Capital Group Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2022 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Capital Group Growth 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 Growth ETF was 28.90%, occurring on Oct 14, 2022. Recovery took 284 trading sessions.
The current Capital Group Growth ETF drawdown is 3.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.9% | Mar 30, 2022 | 138 | Oct 14, 2022 | 284 | Dec 1, 2023 | 422 |
| -7.42% | Mar 1, 2022 | 10 | Mar 14, 2022 | 3 | Mar 17, 2022 | 13 |
| -6.62% | Mar 22, 2024 | 20 | Apr 19, 2024 | — | — | — |
| -3.27% | Dec 28, 2023 | 4 | Jan 3, 2024 | 11 | Jan 19, 2024 | 15 |
| -2.17% | Jan 30, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
Volatility
Volatility Chart
The current Capital Group Growth ETF volatility is 4.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.