PortfoliosLab logo
CGCP vs. ABNFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CGCP and ABNFX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

CGCP vs. ABNFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Core Plus Income ETF (CGCP) and American Funds The Bond Fund of America® Class F-2 (ABNFX). The values are adjusted to include any dividend payments, if applicable.

-4.00%-3.00%-2.00%-1.00%0.00%1.00%2.00%December2025FebruaryMarchAprilMay
0.94%
-0.90%
CGCP
ABNFX

Key characteristics

Sharpe Ratio

CGCP:

1.01

ABNFX:

1.02

Sortino Ratio

CGCP:

1.44

ABNFX:

1.54

Omega Ratio

CGCP:

1.18

ABNFX:

1.18

Calmar Ratio

CGCP:

0.86

ABNFX:

0.39

Martin Ratio

CGCP:

2.79

ABNFX:

2.62

Ulcer Index

CGCP:

1.80%

ABNFX:

2.12%

Daily Std Dev

CGCP:

5.00%

ABNFX:

5.37%

Max Drawdown

CGCP:

-15.06%

ABNFX:

-19.92%

Current Drawdown

CGCP:

-1.74%

ABNFX:

-8.75%

Returns By Period

In the year-to-date period, CGCP achieves a 1.40% return, which is significantly lower than ABNFX's 2.21% return.


CGCP

YTD

1.40%

1M

0.38%

6M

0.65%

1Y

5.04%

5Y*

N/A

10Y*

N/A

ABNFX

YTD

2.21%

1M

0.73%

6M

1.52%

1Y

5.46%

5Y*

-0.92%

10Y*

1.45%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


CGCP vs. ABNFX - Expense Ratio Comparison

CGCP has a 0.34% expense ratio, which is lower than ABNFX's 0.35% expense ratio.


Risk-Adjusted Performance

CGCP vs. ABNFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGCP
The Risk-Adjusted Performance Rank of CGCP is 7979
Overall Rank
The Sharpe Ratio Rank of CGCP is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of CGCP is 8181
Sortino Ratio Rank
The Omega Ratio Rank of CGCP is 7878
Omega Ratio Rank
The Calmar Ratio Rank of CGCP is 7979
Calmar Ratio Rank
The Martin Ratio Rank of CGCP is 7373
Martin Ratio Rank

ABNFX
The Risk-Adjusted Performance Rank of ABNFX is 7474
Overall Rank
The Sharpe Ratio Rank of ABNFX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of ABNFX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of ABNFX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of ABNFX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of ABNFX is 7171
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.

CGCP vs. ABNFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Plus Income ETF (CGCP) and American Funds The Bond Fund of America® Class F-2 (ABNFX). 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.


The current CGCP Sharpe Ratio is 1.01, which is comparable to the ABNFX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of CGCP and ABNFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
1.01
1.02
CGCP
ABNFX

Dividends

CGCP vs. ABNFX - Dividend Comparison

CGCP's dividend yield for the trailing twelve months is around 5.17%, more than ABNFX's 4.54% yield.


TTM20242023202220212020201920182017201620152014
CGCP
Capital Group Core Plus Income ETF
5.17%5.17%4.98%2.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ABNFX
American Funds The Bond Fund of America® Class F-2
4.54%4.56%3.84%2.97%1.68%2.12%2.57%2.66%2.10%1.97%2.23%2.40%

Drawdowns

CGCP vs. ABNFX - Drawdown Comparison

The maximum CGCP drawdown since its inception was -15.06%, smaller than the maximum ABNFX drawdown of -19.92%. Use the drawdown chart below to compare losses from any high point for CGCP and ABNFX. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%December2025FebruaryMarchAprilMay
-1.74%
-2.41%
CGCP
ABNFX

Volatility

CGCP vs. ABNFX - Volatility Comparison

Capital Group Core Plus Income ETF (CGCP) has a higher volatility of 1.79% compared to American Funds The Bond Fund of America® Class F-2 (ABNFX) at 1.69%. This indicates that CGCP's price experiences larger fluctuations and is considered to be riskier than ABNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%December2025FebruaryMarchAprilMay
1.79%
1.69%
CGCP
ABNFX