TY vs. CGGR
TY (Tri-Continental Corporation) is a stock, while CGGR (Capital Group Growth ETF) is Large Cap Growth Equities fund actively managed by Capital Group. Over the past 3 years, TY returned 19.75%/yr vs 22.96%/yr for CGGR. Their correlation of 0.82 suggests significant overlap in exposure.
Performance
TY vs. CGGR - Performance Comparison
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Returns By Period
In the year-to-date period, TY achieves a 9.43% return, which is significantly higher than CGGR's 2.45% return.
TY
- 1D
- -0.57%
- 1M
- 1.60%
- YTD
- 9.43%
- 6M
- 9.26%
- 1Y
- 25.57%
- 3Y*
- 19.75%
- 5Y*
- 10.83%
- 10Y*
- 14.62%
CGGR
- 1D
- -2.44%
- 1M
- -1.09%
- YTD
- 2.45%
- 6M
- 1.27%
- 1Y
- 16.51%
- 3Y*
- 22.96%
- 5Y*
- —
- 10Y*
- —
TY vs. CGGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TY Tri-Continental Corporation | 9.43% | 16.12% | 22.01% | 17.86% | -6.65% |
CGGR Capital Group Growth ETF | 2.45% | 19.75% | 32.12% | 42.18% | -14.68% |
Correlation
The correlation between TY and CGGR is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.82 |
The correlation between TY and CGGR has been stable across timeframes, ranging from 0.72 to 0.82 - a consistent structural relationship.
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Return for Risk
TY vs. CGGR — Risk / Return Rank
TY
CGGR
TY vs. CGGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tri-Continental Corporation (TY) and Capital Group Growth ETF (CGGR). 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.
| TY | CGGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.26 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.18 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 3.78 | 1.10 | +2.69 |
| Martin ratioReturn relative to average drawdown | 15.97 | 3.96 | +12.01 |
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Drawdowns
TY vs. CGGR - Drawdown Comparison
The maximum TY drawdown since its inception was -67.71%, which is greater than CGGR's maximum drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for TY and CGGR.
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Drawdown Indicators
| TY | CGGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.71% | -28.90% | -38.81% |
Max Drawdown (1Y)Largest decline over 1 year | -6.79% | -15.13% | +8.34% |
Max Drawdown (3Y)Largest decline over 3 years | -16.09% | -23.37% | +7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -20.78% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.57% | — | — |
Current DrawdownCurrent decline from peak | -1.45% | -4.63% | +3.18% |
Average DrawdownAverage peak-to-trough decline | -15.59% | -7.67% | -7.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.60% | 4.18% | -2.58% |
Volatility
TY vs. CGGR - Volatility Comparison
The current volatility for Tri-Continental Corporation (TY) is 3.58%, while Capital Group Growth ETF (CGGR) has a volatility of 7.67%. This indicates that TY experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TY | CGGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 7.67% | -4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.04% | 14.06% | -6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.95% | 17.58% | -7.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 22.03% | -7.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 22.03% | -5.51% |
Dividends
TY vs. CGGR - Dividend Comparison
TY's dividend yield for the trailing twelve months is around 10.68%, more than CGGR's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | 0.09% | 0.10% | 0.33% | 0.40% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TY Tri-Continental Corporation | 10.68% | 11.97% | 10.61% | 4.36% | 8.71% | 14.13% | 6.25% | 6.86% | 8.13% | 4.69% | 4.12% | 4.05% |
Frequently Asked Questions
TY and CGGR have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CGGR has higher volatility (7.67%) compared to TY (3.58%). In terms of maximum drawdown, TY dropped -67.71% vs CGGR's -28.90%.
TY currently has the higher Sharpe Ratio (2.58 vs 0.95), 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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