Capital Group Core Equity ETF (CGUS)
CGUS is an actively managed ETF by Capital Group. CGUS launched on Feb 22, 2022 and has a 0.33% expense ratio.
ETF Info
US14020V1089
Feb 22, 2022
North America (U.S.)
1x
No Index (Active)
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Capital Group Core Equity 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 Core Equity ETF had a return of 24.51% year-to-date (YTD) and 31.12% in the last 12 months.
CGUS
24.51%
0.58%
12.02%
31.12%
N/A
N/A
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of CGUS, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.48% | 5.54% | 3.05% | -3.59% | 4.06% | 3.42% | 2.60% | 1.84% | 2.00% | -0.55% | 24.51% | ||
| 2023 | 5.88% | -2.48% | 2.50% | 2.07% | 0.79% | 5.72% | 3.39% | -1.13% | -4.03% | -1.43% | 8.97% | 5.31% | 27.72% |
| 2022 | 3.48% | 2.73% | -8.89% | 1.15% | -8.31% | 6.59% | -3.37% | -8.51% | 8.47% | 6.26% | -3.99% | -6.34% |
Expense Ratio
CGUS features an expense ratio of 0.33%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of CGUS is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Capital Group Core Equity ETF (CGUS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Capital Group Core Equity ETF provided a 1.00% dividend yield over the last twelve months, with an annual payout of $0.35 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.35 | $0.35 | $0.25 |
Dividend yield | 1.00% | 1.22% | 1.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Capital Group Core Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.25 | |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.35 |
| 2022 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.25 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Capital Group Core Equity 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 Equity ETF was 21.86%, occurring on Sep 30, 2022. Recovery took 194 trading sessions.
The current Capital Group Core Equity ETF drawdown is 1.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.86% | Mar 30, 2022 | 128 | Sep 30, 2022 | 194 | Jul 12, 2023 | 322 |
| -8.29% | Aug 1, 2023 | 63 | Oct 27, 2023 | 12 | Nov 14, 2023 | 75 |
| -6.73% | Jul 17, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -5.6% | Feb 28, 2022 | 7 | Mar 8, 2022 | 8 | Mar 18, 2022 | 15 |
| -4.65% | Apr 2, 2024 | 14 | Apr 19, 2024 | 14 | May 9, 2024 | 28 |
Volatility
Volatility Chart
The current Capital Group Core Equity ETF volatility is 3.92%, 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.