Capital Group Short Duration Income ETF (CGSD)

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Capital Group Short Duration Income ETF (CGSD) is up 0.7% since the beginning of the year. CGSD is currently trading at $26 per share.

Capital Group Short Duration Income ETF (CGSD) has returned 0.70% so far this year and 4.30% over the past 12 months.

Based on dividend-adjusted daily data since Oct 27, 2022, CGSD's average daily return is +0.02%, while the average monthly return is +0.41%. At this rate, an investment would double in approximately 14.1 years.

Historically, 78% of months were positive and 22% were negative. The best month was Nov 2023 with a return of +1.6%, while the worst month was Feb 2023 at -0.8%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 2 months.

On a daily basis, CGSD closed higher 51% of trading days. The best single day was Mar 13, 2023 with a return of +0.9%, while the worst single day was Feb 13, 2024 at -0.5%.

Capital Group Short Duration Income ETF has an annualized alpha of 4.91%, beta of 0.02, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since October 28, 2022.

• This ETF captured 12.71% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -4.24%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.02 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CGSD has an expense ratio of 0.25%, which is considered low.

CGSD ranks 87 for risk / return — in the top 87% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Capital Group Short Duration Income ETF (CGSD) and compare them to S&P 500 Index.

Capital Group Short Duration Income ETF provided a 4.46% dividend yield over the last twelve months, with an annual payout of $1.15 per share.

The table displays the monthly dividend distributions for Capital Group Short Duration Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Capital Group Short Duration Income 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 Short Duration Income ETF was 1.75%, occurring on Jul 6, 2023. Recovery took 84 trading sessions.

The current Capital Group Short Duration Income ETF drawdown is 0.14%.

The chart below shows the rolling one-month volatility.