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

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.


-0.50.00.51.00.4

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.

0.00%100.00%200.00%300.00%400.00%500.00%600.00%AugustSeptemberOctoberNovemberDecember2025
422.25%
63.35%
USLM
CGGR

Key characteristics

Sharpe Ratio

USLM:

4.17

CGGR:

2.25

Sortino Ratio

USLM:

4.60

CGGR:

2.93

Omega Ratio

USLM:

1.62

CGGR:

1.40

Calmar Ratio

USLM:

6.84

CGGR:

3.82

Martin Ratio

USLM:

23.41

CGGR:

14.31

Ulcer Index

USLM:

7.46%

CGGR:

2.64%

Daily Std Dev

USLM:

41.84%

CGGR:

16.80%

Max Drawdown

USLM:

-77.13%

CGGR:

-28.90%

Current Drawdown

USLM:

-23.28%

CGGR:

-1.89%

Returns By Period

In the year-to-date period, USLM achieves a -9.00% return, which is significantly lower than CGGR's 3.58% return.


USLM

YTD

-9.00%

1M

-9.59%

6M

52.00%

1Y

172.10%

5Y*

45.85%

10Y*

25.30%

CGGR

YTD

3.58%

1M

2.89%

6M

17.24%

1Y

34.94%

5Y*

N/A

10Y*

N/A

*Annualized

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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 9898
Overall Rank
The Sharpe Ratio Rank of USLM is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of USLM is 9898
Sortino Ratio Rank
The Omega Ratio Rank of USLM is 9797
Omega Ratio Rank
The Calmar Ratio Rank of USLM is 9999
Calmar Ratio Rank
The Martin Ratio Rank of USLM is 9898
Martin Ratio Rank

CGGR
The Risk-Adjusted Performance Rank of CGGR is 8383
Overall Rank
The Sharpe Ratio Rank of CGGR is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of CGGR is 8080
Sortino Ratio Rank
The Omega Ratio Rank of CGGR is 8181
Omega Ratio Rank
The Calmar Ratio Rank of CGGR is 8787
Calmar Ratio Rank
The Martin Ratio Rank of CGGR is 8585
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.


Sharpe ratio
The chart of Sharpe ratio for USLM, currently valued at 4.17, compared to the broader market-2.000.002.004.004.172.25
The chart of Sortino ratio for USLM, currently valued at 4.60, compared to the broader market-4.00-2.000.002.004.004.602.93
The chart of Omega ratio for USLM, currently valued at 1.62, compared to the broader market0.501.001.502.001.621.40
The chart of Calmar ratio for USLM, currently valued at 6.84, compared to the broader market0.002.004.006.006.843.82
The chart of Martin ratio for USLM, currently valued at 23.41, compared to the broader market-10.000.0010.0020.0030.0023.4114.31
USLM
CGGR

The current USLM Sharpe Ratio is 4.17, which is higher than the CGGR Sharpe Ratio of 2.25. 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.


Rolling 12-month Sharpe Ratio1.002.003.004.005.006.007.00AugustSeptemberOctoberNovemberDecember2025
4.17
2.25
USLM
CGGR

Dividends

USLM vs. CGGR - Dividend Comparison

USLM's dividend yield for the trailing twelve months is around 0.17%, more than CGGR's 0.15% yield.


TTM20242023202220212020201920182017201620152014
USLM
United States Lime & Minerals, Inc.
0.17%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
0.15%0.15%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 -77.13%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-23.28%
-1.89%
USLM
CGGR

Volatility

USLM vs. CGGR - Volatility Comparison

United States Lime & Minerals, Inc. (USLM) has a higher volatility of 12.11% compared to Capital Group Growth ETF (CGGR) at 6.52%. 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.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
12.11%
6.52%
USLM
CGGR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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