PLTR vs. CGBL
PLTR (Palantir Technologies Inc.) is a stock, while CGBL (Capital Group Core Balanced ETF) is Diversified Portfolio fund actively managed by Capital Group. Over the past year, PLTR returned 6.85% vs 16.11% for CGBL. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
PLTR vs. CGBL - Performance Comparison
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Returns By Period
In the year-to-date period, PLTR achieves a -23.22% return, which is significantly lower than CGBL's 5.41% return.
PLTR
- 1D
- 0.69%
- 1M
- -0.97%
- YTD
- -23.22%
- 6M
- -24.81%
- 1Y
- 6.85%
- 3Y*
- 108.67%
- 5Y*
- 41.37%
- 10Y*
- —
CGBL
- 1D
- 0.24%
- 1M
- -0.56%
- YTD
- 5.41%
- 6M
- 6.40%
- 1Y
- 16.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTR vs. CGBL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PLTR Palantir Technologies Inc. | -23.22% | 135.03% | 340.48% | 8.88% |
CGBL Capital Group Core Balanced ETF | 5.41% | 15.33% | 16.64% | 9.80% |
Correlation
The correlation between PLTR and CGBL is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2023 | 0.51 |
The correlation between PLTR and CGBL shifts across timeframes, from 0.38 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PLTR vs. CGBL — Risk / Return Rank
PLTR
CGBL
PLTR vs. CGBL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Palantir Technologies Inc. (PLTR) and Capital Group Core Balanced ETF (CGBL). 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.
| PLTR | CGBL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.30 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | 2.05 | -1.87 |
| Martin ratioReturn relative to average drawdown | 0.33 | 9.04 | -8.71 |
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
| PLTR | CGBL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 1.64 | -1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 1.62 | -0.76 |
Drawdowns
PLTR vs. CGBL - Drawdown Comparison
The maximum PLTR drawdown since its inception was -84.62%, which is greater than CGBL's maximum drawdown of -11.66%. Use the drawdown chart below to compare losses from any high point for PLTR and CGBL.
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Drawdown Indicators
| PLTR | CGBL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.62% | -11.66% | -72.96% |
Max Drawdown (1Y)Largest decline over 1 year | -38.19% | -7.88% | -30.31% |
Max Drawdown (3Y)Largest decline over 3 years | -40.61% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -79.14% | — | — |
Current DrawdownCurrent decline from peak | -34.13% | -2.50% | -31.63% |
Average DrawdownAverage peak-to-trough decline | -40.29% | -1.29% | -39.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.71% | 1.79% | +18.92% |
Volatility
PLTR vs. CGBL - Volatility Comparison
Palantir Technologies Inc. (PLTR) has a higher volatility of 17.24% compared to Capital Group Core Balanced ETF (CGBL) at 3.53%. This indicates that PLTR's price experiences larger fluctuations and is considered to be riskier than CGBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTR | CGBL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.24% | 3.53% | +13.71% |
Volatility (6M)Calculated over the trailing 6-month period | 38.35% | 8.17% | +30.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.93% | 9.88% | +41.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.44% | 11.09% | +54.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.81% | 11.09% | +58.72% |
Dividends
PLTR vs. CGBL - Dividend Comparison
PLTR has not paid dividends to shareholders, while CGBL's dividend yield for the trailing twelve months is around 1.89%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CGBL Capital Group Core Balanced ETF | 1.89% | 1.98% | 1.92% | 0.48% |
PLTR Palantir Technologies Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PLTR and CGBL have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTR has higher volatility (17.24%) compared to CGBL (3.53%). In terms of maximum drawdown, PLTR dropped -84.62% vs CGBL's -11.66%.
CGBL currently has the higher Sharpe Ratio (1.64 vs 0.14), 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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