CLPR vs. CGDV
CLPR (Clipper Realty Inc.) is a stock, while CGDV (Capital Group Dividend Value ETF) is Large Cap Value Equities fund actively managed by Capital Group. Over the past 3 years, CLPR returned -11.01%/yr vs 24.61%/yr for CGDV. At a 0.30 correlation, their price movements are largely independent.
Performance
CLPR vs. CGDV - Performance Comparison
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Returns By Period
In the year-to-date period, CLPR achieves a -15.22% return, which is significantly lower than CGDV's 12.24% return.
CLPR
- 1D
- -0.33%
- 1M
- 7.99%
- YTD
- -15.22%
- 6M
- -3.33%
- 1Y
- -10.96%
- 3Y*
- -11.01%
- 5Y*
- -10.33%
- 10Y*
- —
CGDV
- 1D
- -0.29%
- 1M
- 1.81%
- YTD
- 12.24%
- 6M
- 11.91%
- 1Y
- 29.46%
- 3Y*
- 24.61%
- 5Y*
- —
- 10Y*
- —
CLPR vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CLPR Clipper Realty Inc. | -15.22% | -8.03% | -7.85% | -9.54% | -28.60% |
CGDV Capital Group Dividend Value ETF | 12.24% | 25.50% | 20.10% | 28.81% | -0.44% |
Correlation
The correlation between CLPR and CGDV is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.30 |
The correlation between CLPR and CGDV shifts across timeframes, from 0.18 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CLPR vs. CGDV — Risk / Return Rank
CLPR
CGDV
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CLPR | CGDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -3.36 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.45 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 3.03 | -3.39 |
| Martin ratioReturn relative to average drawdown | -0.59 | 14.15 | -14.75 |
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Drawdowns
CLPR vs. CGDV - Drawdown Comparison
The maximum CLPR drawdown since its inception was -67.54%, 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.
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Drawdown Indicators
| CLPR | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.54% | -21.82% | -45.72% |
Max Drawdown (1Y)Largest decline over 1 year | -31.33% | -9.75% | -21.58% |
Max Drawdown (3Y)Largest decline over 3 years | -50.66% | -14.28% | -36.38% |
Max Drawdown (5Y)Largest decline over 5 years | -60.72% | — | — |
Current DrawdownCurrent decline from peak | -64.94% | -0.75% | -64.19% |
Average DrawdownAverage peak-to-trough decline | -39.59% | -3.59% | -36.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.49% | 2.09% | +16.40% |
Volatility
CLPR vs. CGDV - Volatility Comparison
Clipper Realty Inc. (CLPR) has a higher volatility of 18.07% compared to Capital Group Dividend Value ETF (CGDV) at 4.50%. 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.
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Volatility by Period
| CLPR | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.07% | 4.50% | +13.57% |
Volatility (6M)Calculated over the trailing 6-month period | 33.06% | 9.88% | +23.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.96% | 12.25% | +32.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.55% | 15.57% | +31.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.73% | 15.57% | +31.16% |
Dividends
CLPR vs. CGDV - Dividend Comparison
CLPR's dividend yield for the trailing twelve months is around 12.50%, more than CGDV's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
CGDV Capital Group Dividend Value ETF | 1.16% | 1.29% | 1.60% | 1.65% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CLPR Clipper Realty Inc. | 12.50% | 9.95% | 8.30% | 7.04% | 5.94% | 3.82% | 5.39% | 2.69% | 2.91% | 3.70% |
Frequently Asked Questions
CLPR and CGDV have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CLPR has higher volatility (18.07%) compared to CGDV (4.50%). In terms of maximum drawdown, CLPR dropped -67.54% vs CGDV's -21.82%.
CGDV currently has the higher Sharpe Ratio (2.42 vs -0.25), 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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