CGBL vs. BBAI
CGBL (Capital Group Core Balanced ETF) is Diversified Portfolio fund actively managed by Capital Group, while BBAI (BigBear.ai Holdings, Inc.) is a stock. Over the past year, CGBL returned 16.11% vs 11.95% for BBAI. At a 0.43 correlation, their price movements are largely independent.
Performance
CGBL vs. BBAI - Performance Comparison
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Returns By Period
In the year-to-date period, CGBL achieves a 5.41% return, which is significantly higher than BBAI's -20.19% return.
CGBL
- 1D
- 0.24%
- 1M
- -0.56%
- YTD
- 5.41%
- 6M
- 6.40%
- 1Y
- 16.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBAI
- 1D
- 2.62%
- 1M
- 3.11%
- YTD
- -20.19%
- 6M
- -34.30%
- 1Y
- 11.95%
- 3Y*
- 28.32%
- 5Y*
- —
- 10Y*
- —
CGBL vs. BBAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CGBL Capital Group Core Balanced ETF | 5.41% | 15.33% | 16.64% | 9.80% |
BBAI BigBear.ai Holdings, Inc. | -20.19% | 21.35% | 107.94% | 49.65% |
Correlation
The correlation between CGBL and BBAI is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2023 | 0.43 |
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Return for Risk
CGBL vs. BBAI — Risk / Return Rank
CGBL
BBAI
CGBL vs. BBAI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Balanced ETF (CGBL) and BigBear.ai Holdings, Inc. (BBAI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CGBL | BBAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.10 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 0.18 | +1.87 |
| Martin ratioReturn relative to average drawdown | 9.04 | 0.31 | +8.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGBL | BBAI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.12 | +1.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | -0.08 | +1.71 |
Drawdowns
CGBL vs. BBAI - Drawdown Comparison
The maximum CGBL drawdown since its inception was -11.66%, smaller than the maximum BBAI drawdown of -95.01%. Use the drawdown chart below to compare losses from any high point for CGBL and BBAI.
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Drawdown Indicators
| CGBL | BBAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.66% | -95.01% | +83.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.88% | -65.88% | +58.00% |
Max Drawdown (3Y)Largest decline over 3 years | — | -75.56% | — |
Current DrawdownCurrent decline from peak | -2.50% | -66.04% | +63.54% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -70.87% | +69.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 38.69% | -36.90% |
Volatility
CGBL vs. BBAI - Volatility Comparison
The current volatility for Capital Group Core Balanced ETF (CGBL) is 3.53%, while BigBear.ai Holdings, Inc. (BBAI) has a volatility of 24.69%. This indicates that CGBL experiences smaller price fluctuations and is considered to be less risky than BBAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGBL | BBAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 24.69% | -21.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.17% | 56.30% | -48.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.88% | 97.07% | -87.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.09% | 174.91% | -163.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.09% | 174.91% | -163.82% |
Dividends
CGBL vs. BBAI - Dividend Comparison
CGBL's dividend yield for the trailing twelve months is around 1.89%, while BBAI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BBAI BigBear.ai Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
CGBL Capital Group Core Balanced ETF | 1.89% | 1.98% | 1.92% | 0.48% |
Frequently Asked Questions
CGBL and BBAI have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBAI has higher volatility (24.69%) compared to CGBL (3.53%). In terms of maximum drawdown, CGBL dropped -11.66% vs BBAI's -95.01%.
CGBL currently has the higher Sharpe Ratio (1.64 vs 0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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