CLPR vs. CGDV

Last updated Apr 1, 2026

Compare and contrast key facts about Clipper Realty Inc. (CLPR) and Capital Group Dividend Value ETF (CGDV).

CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.

Performance

CLPR vs. CGDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clipper Realty Inc. (CLPR) and Capital Group Dividend Value ETF (CGDV). The values are adjusted to include any dividend payments, if applicable.

CLPR vs. CGDV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CLPR Clipper Realty Inc.	-18.53%	-8.03%	-7.85%	-9.54%	-28.37%
CGDV Capital Group Dividend Value ETF	-2.26%	25.50%	20.10%	28.81%	-2.89%

Returns By Period

In the year-to-date period, CLPR achieves a -18.53% return, which is significantly lower than CGDV's -2.26% return.

CLPR

• 1D: -1.95%
• 1M: 1.04%
• YTD: -18.53%
• 6M: -15.99%
• 1Y: -12.78%
• 3Y*: -11.86%
• 5Y*: -11.65%
• 10Y*: —

CGDV

• 1D: 2.88%
• 1M: -6.44%
• YTD: -2.26%
• 6M: 1.93%
• 1Y: 20.99%
• 3Y*: 21.38%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CLPR vs. CGDV — Risk / Return Rank

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

CLPR

CLPR Risk / Return Rank: 27
CLPR Sharpe Ratio Rank: 28
CLPR Sortino Ratio Rank: 26
CLPR Omega Ratio Rank: 27
CLPR Calmar Ratio Rank: 28
CLPR Martin Ratio Rank: 26

CGDV

CGDV Risk / Return Rank: 78
CGDV Sharpe Ratio Rank: 74
CGDV Sortino Ratio Rank: 76
CGDV Omega Ratio Rank: 78
CGDV Calmar Ratio Rank: 79
CGDV Martin Ratio Rank: 83

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.

CLPR vs. CGDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clipper Realty Inc. (CLPR) and Capital Group Dividend Value ETF (CGDV). 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.

	CLPR	CGDV	Difference
Sharpe ratio Return per unit of total volatility	-0.30	1.26	-1.55
Sortino ratio Return per unit of downside risk	-0.15	1.83	-1.98
Omega ratio Gain probability vs. loss probability	0.98	1.28	-0.30
Calmar ratio Return relative to maximum drawdown	-0.44	2.01	-2.45
Martin ratio Return relative to average drawdown	-0.91	8.64	-9.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CLPR vs. CGDV - Sharpe Ratio Comparison

The current CLPR Sharpe Ratio is -0.30, which is lower than the CGDV Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of CLPR and CGDV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CLPR	CGDV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.30	1.26	-1.55
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.25	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.22	1.04	-1.25

Correlation

The correlation between CLPR and CGDV is 0.31, 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.

Dividends

CLPR vs. CGDV - Dividend Comparison

CLPR's dividend yield for the trailing twelve months is around 12.58%, more than CGDV's 1.34% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
CLPR Clipper Realty Inc.	12.58%	9.95%	8.30%	7.04%	5.94%	3.82%	5.39%	2.69%	2.91%	3.70%
CGDV Capital Group Dividend Value ETF	1.34%	1.29%	1.60%	1.65%	1.36%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

CLPR vs. CGDV - Drawdown Comparison

The maximum CLPR drawdown since its inception was -67.31%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for CLPR and CGDV.

Drawdown Indicators

	CLPR	CGDV	Difference
Max Drawdown Largest peak-to-trough decline	-67.31%	-21.82%	-45.49%
Max Drawdown (1Y) Largest decline over 1 year	-30.86%	-10.91%	-19.95%
Max Drawdown (5Y) Largest decline over 5 years	-60.45%	—	—
Current Drawdown Current decline from peak	-66.31%	-7.15%	-59.16%
Average Drawdown Average peak-to-trough decline	-38.07%	-3.72%	-34.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.08%	2.54%	+12.54%

Volatility

CLPR vs. CGDV - Volatility Comparison

Clipper Realty Inc. (CLPR) has a higher volatility of 10.11% compared to Capital Group Dividend Value ETF (CGDV) at 5.60%. This indicates that CLPR's price experiences larger fluctuations and is considered to be riskier than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CLPR	CGDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.11%	5.60%	+4.51%
Volatility (6M) Calculated over the trailing 6-month period	26.81%	9.27%	+17.54%
Volatility (1Y) Calculated over the trailing 1-year period	43.44%	16.77%	+26.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	46.72%	15.62%	+31.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	46.45%	15.62%	+30.83%