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USLM vs. CGGR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between USLM and CGGR is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

USLM vs. CGGR

Last updated May 30, 2025

Compare and contrast key facts about United States Lime & Minerals, Inc. (USLM) and Capital Group Growth ETF (CGGR).

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

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USLM or CGGR.

Performance

USLM vs. CGGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United States Lime & Minerals, Inc. (USLM) and Capital Group Growth ETF (CGGR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

USLM:

1.19

CGGR:

0.84

Sortino Ratio

USLM:

1.72

CGGR:

1.24

Omega Ratio

USLM:

1.21

CGGR:

1.18

Calmar Ratio

USLM:

1.04

CGGR:

0.84

Martin Ratio

USLM:

2.00

CGGR:

2.88

Ulcer Index

USLM:

23.69%

CGGR:

6.80%

Daily Std Dev

USLM:

43.93%

CGGR:

24.76%

Max Drawdown

USLM:

-77.09%

CGGR:

-28.90%

Current Drawdown

USLM:

-34.46%

CGGR:

-3.99%

Returns By Period

In the year-to-date period, USLM achieves a -22.25% return, which is significantly lower than CGGR's 2.91% return.

USLM

YTD

-22.25%

1M

10.02%

6M

-32.90%

1Y

52.01%

3Y*

64.19%

5Y*

48.04%

10Y*

25.09%

CGGR

YTD

2.91%

1M

9.32%

6M

2.36%

1Y

20.77%

3Y*

19.79%

5Y*

N/A

10Y*

N/A

*Annualized

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United States Lime & Minerals, Inc.

Capital Group Growth ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

USLM vs. CGGR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USLM
The Risk-Adjusted Performance Rank of USLM is 8080
Overall Rank
The Sharpe Ratio Rank of USLM is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of USLM is 8181
Sortino Ratio Rank
The Omega Ratio Rank of USLM is 7878
Omega Ratio Rank
The Calmar Ratio Rank of USLM is 8484
Calmar Ratio Rank
The Martin Ratio Rank of USLM is 7373
Martin Ratio Rank
CGGR
The Risk-Adjusted Performance Rank of CGGR is 7272
Overall Rank
The Sharpe Ratio Rank of CGGR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of CGGR is 7171
Sortino Ratio Rank
The Omega Ratio Rank of CGGR is 7373
Omega Ratio Rank
The Calmar Ratio Rank of CGGR is 7474
Calmar Ratio Rank
The Martin Ratio Rank of CGGR is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

USLM vs. CGGR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for United States Lime & Minerals, Inc. (USLM) 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.

The current USLM Sharpe Ratio is 1.19, which is higher than the CGGR Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of USLM and CGGR, 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

USLM vs. CGGR - Dividend Comparison

USLM's dividend yield for the trailing twelve months is around 0.21%, less than CGGR's 0.32% yield.

TTM20242023202220212020201920182017201620152014
USLM
United States Lime & Minerals, Inc.		0.21%0.15%0.35%0.57%0.50%0.56%6.52%0.76%0.70%0.66%0.91%0.69%
CGGR
Capital Group Growth ETF		0.32%0.33%0.40%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

USLM vs. CGGR - Drawdown Comparison

The maximum USLM drawdown since its inception was -77.09%, which is greater than CGGR's maximum drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for USLM and CGGR.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

USLM vs. CGGR - Volatility Comparison

United States Lime & Minerals, Inc. (USLM) has a higher volatility of 7.86% compared to Capital Group Growth ETF (CGGR) at 5.57%. This indicates that USLM's price experiences larger fluctuations and is considered to be riskier than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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