USLM vs. CGGR
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.
Key characteristics
| USLM | CGGR | |
|---|---|---|
| YTD Return | 211.37% | 32.07% |
| 1Y Return | 265.74% | 49.64% |
| Sharpe Ratio | 6.43 | 3.04 |
| Sortino Ratio | 6.34 | 3.94 |
| Omega Ratio | 1.87 | 1.55 |
| Calmar Ratio | 13.90 | 4.90 |
| Martin Ratio | 50.33 | 20.03 |
| Ulcer Index | 5.13% | 2.42% |
| Daily Std Dev | 40.13% | 15.91% |
| Max Drawdown | -77.22% | -28.90% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between USLM and CGGR is 0.37, 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.
Performance
USLM vs. CGGR - Performance Comparison
In the year-to-date period, USLM achieves a 211.37% return, which is significantly higher than CGGR's 32.07% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
USLM vs. CGGR - Dividend Comparison
USLM's dividend yield for the trailing twelve months is around 0.13%, less than CGGR's 0.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
USLM United States Lime & Minerals, Inc. | 0.13% | 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 | 0.31% | 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 -77.22%, 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. For additional features, visit the drawdowns tool.
Volatility
USLM vs. CGGR - Volatility Comparison
United States Lime & Minerals, Inc. (USLM) has a higher volatility of 16.55% compared to Capital Group Growth ETF (CGGR) at 5.00%. 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.