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CGGR vs. VFIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CGGR vs. VFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Growth ETF (CGGR) and Vanguard Target Retirement 2050 Fund (VFIFX). The values are adjusted to include any dividend payments, if applicable.

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CGGR vs. VFIFX - Yearly Performance Comparison


2026 (YTD)2025202420232022
CGGR
Capital Group Growth ETF
-9.62%19.75%32.12%42.18%-18.50%
VFIFX
Vanguard Target Retirement 2050 Fund
-3.95%21.42%14.45%20.39%-9.93%

Returns By Period

In the year-to-date period, CGGR achieves a -9.62% return, which is significantly lower than VFIFX's -3.95% return.


CGGR

1D
3.77%
1M
-6.90%
YTD
-9.62%
6M
-8.41%
1Y
17.45%
3Y*
21.75%
5Y*
10Y*

VFIFX

1D
-0.28%
1M
-8.41%
YTD
-3.95%
6M
-1.01%
1Y
17.29%
3Y*
14.65%
5Y*
8.11%
10Y*
10.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CGGR vs. VFIFX - Expense Ratio Comparison

CGGR has a 0.39% expense ratio, which is higher than VFIFX's 0.08% expense ratio.


Return for Risk

CGGR vs. VFIFX — Risk / Return Rank

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

CGGR
CGGR Risk / Return Rank: 4848
Overall Rank
CGGR Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
CGGR Sortino Ratio Rank: 4949
Sortino Ratio Rank
CGGR Omega Ratio Rank: 5050
Omega Ratio Rank
CGGR Calmar Ratio Rank: 4949
Calmar Ratio Rank
CGGR Martin Ratio Rank: 4747
Martin Ratio Rank

VFIFX
VFIFX Risk / Return Rank: 6969
Overall Rank
VFIFX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VFIFX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VFIFX Omega Ratio Rank: 6868
Omega Ratio Rank
VFIFX Calmar Ratio Rank: 6666
Calmar Ratio Rank
VFIFX Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGGR vs. VFIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Growth ETF (CGGR) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.


CGGRVFIFXDifference

Sharpe ratio

Return per unit of total volatility

0.77

1.17

-0.40

Sortino ratio

Return per unit of downside risk

1.25

1.70

-0.45

Omega ratio

Gain probability vs. loss probability

1.18

1.25

-0.07

Calmar ratio

Return relative to maximum drawdown

1.14

1.48

-0.34

Martin ratio

Return relative to average drawdown

4.22

6.86

-2.64

CGGR vs. VFIFX - Sharpe Ratio Comparison

The current CGGR Sharpe Ratio is 0.77, which is lower than the VFIFX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of CGGR and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CGGRVFIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

1.17

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.47

+0.13

Correlation

The correlation between CGGR and VFIFX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CGGR vs. VFIFX - Dividend Comparison

CGGR's dividend yield for the trailing twelve months is around 0.11%, less than VFIFX's 2.18% yield.


TTM20252024202320222021202020192018201720162015
CGGR
Capital Group Growth ETF
0.11%0.10%0.33%0.40%0.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VFIFX
Vanguard Target Retirement 2050 Fund
2.18%2.09%2.26%2.21%2.38%12.83%1.84%2.20%2.51%0.03%2.04%2.36%

Drawdowns

CGGR vs. VFIFX - Drawdown Comparison

The maximum CGGR drawdown since its inception was -28.90%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for CGGR and VFIFX.


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Drawdown Indicators


CGGRVFIFXDifference

Max Drawdown

Largest peak-to-trough decline

-28.90%

-51.68%

+22.78%

Max Drawdown (1Y)

Largest decline over 1 year

-15.13%

-10.52%

-4.61%

Max Drawdown (5Y)

Largest decline over 5 years

-25.40%

Max Drawdown (10Y)

Largest decline over 10 years

-31.36%

Current Drawdown

Current decline from peak

-11.94%

-8.87%

-3.07%

Average Drawdown

Average peak-to-trough decline

-7.93%

-6.93%

-1.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.09%

2.27%

+1.82%

Volatility

CGGR vs. VFIFX - Volatility Comparison

Capital Group Growth ETF (CGGR) has a higher volatility of 7.26% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 4.70%. This indicates that CGGR's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CGGRVFIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.26%

4.70%

+2.56%

Volatility (6M)

Calculated over the trailing 6-month period

13.02%

8.53%

+4.49%

Volatility (1Y)

Calculated over the trailing 1-year period

22.64%

14.79%

+7.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.99%

14.07%

+7.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.99%

15.05%

+6.94%