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Capital Group Core Equity ETF (CGUS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US14020V1089

Inception Date

Feb 22, 2022

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

CGUS has an expense ratio of 0.33%, placing it in the medium range.


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.


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.


20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
40.36%
31.31%
CGUS (Capital Group Core Equity ETF)
Benchmark (^GSPC)

Returns By Period

Capital Group Core Equity ETF (CGUS) returned -4.42% year-to-date (YTD) and 8.71% over the past 12 months.


CGUS

YTD

-4.42%

1M

10.54%

6M

-4.89%

1Y

8.71%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.89%-2.89%-5.09%-1.41%1.25%-4.42%
20241.48%5.54%3.05%-3.59%4.06%3.42%2.60%1.84%2.00%-0.55%4.31%-1.37%24.88%
20235.88%-2.48%2.50%2.07%0.79%5.72%3.39%-1.13%-4.03%-1.43%8.97%5.31%27.72%
20221.71%2.73%-8.89%1.15%-8.31%6.59%-3.37%-8.51%8.47%6.26%-3.99%-7.93%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CGUS is 62, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CGUS is 6262
Overall Rank
The Sharpe Ratio Rank of CGUS is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of CGUS is 6060
Sortino Ratio Rank
The Omega Ratio Rank of CGUS is 6262
Omega Ratio Rank
The Calmar Ratio Rank of CGUS is 6565
Calmar Ratio Rank
The Martin Ratio Rank of CGUS is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current Capital Group Core Equity ETF Sharpe ratio is 0.58. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Capital Group Core Equity ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.49
0.44
CGUS (Capital Group Core Equity ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Capital Group Core Equity ETF provided a 1.09% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 2 consecutive years.


1.05%1.10%1.15%1.20%$0.00$0.10$0.20$0.30$0.40202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$0.37$0.36$0.35$0.25

Dividend yield

1.09%1.02%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.09$0.00$0.00$0.09
2024$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.11$0.36
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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.72%
-8.35%
CGUS (Capital Group Core Equity ETF)
Benchmark (^GSPC)

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 8.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.86%Mar 30, 2022128Sep 30, 2022194Jul 12, 2023322
-18.06%Feb 7, 202542Apr 8, 2025
-8.29%Aug 1, 202363Oct 27, 202312Nov 14, 202375
-6.73%Jul 17, 202414Aug 5, 202412Aug 21, 202426
-5.6%Feb 28, 20227Mar 8, 20228Mar 18, 202215

Volatility

Volatility Chart

The current Capital Group Core Equity ETF volatility is 10.45%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
10.45%
11.43%
CGUS (Capital Group Core Equity ETF)
Benchmark (^GSPC)