Capital Group U.S. Equity Fund (CUSEX)

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The chart shows the growth of an initial investment of $10,000 in Capital Group U.S. Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Capital Group U.S. Equity Fund (CUSEX) has returned -7.81% so far this year and 12.77% over the past 12 months. Over the last ten years, CUSEX has returned 11.36% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 1, 2011, CUSEX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 66% of months were positive and 34% were negative. The best month was Oct 2011 with a return of +11.4%, while the worst month was Mar 2020 at -9.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CUSEX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +8.9%, while the worst single day was Mar 16, 2020 at -10.9%.

Capital Group U.S. Equity Fund has an annualized alpha of -0.79%, beta of 0.91, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since April 04, 2011.

• This fund participated in 94.35% of S&P 500 Index downside but only 87.08% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.91 and R² of 0.94, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

CUSEX has an expense ratio of 0.42%, placing it in the medium range.

CUSEX ranks 37 for risk / return — below 37% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Capital Group U.S. Equity Fund (CUSEX) and compare them to a chosen benchmark (S&P 500 Index).

Capital Group U.S. Equity Fund provided a 9.87% dividend yield over the last twelve months, with an annual payout of $3.37 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Capital Group U.S. Equity Fund. 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 U.S. Equity Fund. 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 U.S. Equity Fund was 30.16%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current Capital Group U.S. Equity Fund drawdown is 10.02%.

The chart below shows the rolling one-month volatility.