Capital Group Core Equity ETF (CGUS)

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  • Dividends
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  • Drawdowns

Basic Info 34.77 0.12(0.35%)
January 13

Capital Group Core Equity ETF started on 02/23/2022
Capital Group Core Equity ETF is classified as asset class LARGE BLEND
Capital Group Core Equity ETF expense ratio is 0.33%
Capital Group Core Equity ETF rating is
Not Rated

Capital Group Core Equity ETF (CGUS) Dividend Info

Capital Group Core Equity ETF (CGUS) dividend growth in the last 12 months is -28.32%

The trailing 12-month yield of Capital Group Core Equity ETF is 0.88%. its dividend history:

Pay Date Cash Amount
Sep 30, 2024 $0.094
Jun 28, 2024 $0.079
Mar 28, 2024 $0.075
Dec 27, 2023 $0.102
Sep 28, 2023 $0.082
Jun 29, 2023 $0.083
Mar 30, 2023 $0.079
Dec 23, 2022 $0.09
Sep 29, 2022 $0.0802
Jun 29, 2022 $0.0475
Mar 30, 2022 $0.0287

Dividend Growth History for Capital Group Core Equity ETF (CGUS)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.248 0.88% -28.32% -
2023 $0.346 1.55% 40.42% -28.32%
2022 $0.2464 1.02% - 0.32%

Dividend Growth Chart for Capital Group Core Equity ETF (CGUS)

Dividend Calculator

Total dividend accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Capital Group Core Equity ETF (CGUS) Historical Returns And Risk Info

From 02/23/2022 to 01/13/2025, the compound annualized total return (dividend reinvested) of Capital Group Core Equity ETF (CGUS) is 14.639%. Its cumulative total return (dividend reinvested) is 48.068%.

From 02/23/2022 to 01/13/2025, the Maximum Drawdown of Capital Group Core Equity ETF (CGUS) is 21.9%.

From 02/23/2022 to 01/13/2025, the Sharpe Ratio of Capital Group Core Equity ETF (CGUS) is 0.63.

From 02/23/2022 to 01/13/2025, the Annualized Standard Deviation of Capital Group Core Equity ETF (CGUS) is 16.2%.

From 02/23/2022 to 01/13/2025, the Beta of Capital Group Core Equity ETF (CGUS) is 0.91.

Last 1 Week* YTD*(2025) 1 Yr Since
02/23/2022
2024 2023 2022
Annualized Return(%) -1.7 -0.9 23.4 14.6 26.3 27.7 -6.3
Sharpe Ratio NA -2.2 1.35 0.63 1.6 1.95 -0.39
Draw Down(%) NA 2.2 6.7 21.9 6.7 8.3 21.9
Standard Deviation(%) NA 14.2 12.5 16.2 12.4 12.1 23.0
Treynor Ratio NA -0.37 0.18 0.11 0.21 0.26 -0.1
Alpha NA -0.04 0.0 0.01 0.0 0.01 0.01
Beta NA 0.83 0.95 0.91 0.95 0.9 0.9
RSquare NA 0.97 0.95 0.97 0.95 0.96 0.98
Yield(%) N/A 0.0 0.9 N/A 0.9 1.5 1.0
Dividend Growth(%) N/A -100.0 -28.3 N/A -28.3 40.4 N/A

Return Calculator for Capital Group Core Equity ETF (CGUS)

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Capital Group Core Equity ETF (CGUS) Historical Return Chart


Capital Group Core Equity ETF (CGUS) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/23/2022 to 01/13/2025, the worst annualized return of 3-year rolling returns for Capital Group Core Equity ETF (CGUS) is NA.
From 02/23/2022 to 01/13/2025, the worst annualized return of 5-year rolling returns for Capital Group Core Equity ETF (CGUS) is NA.
From 02/23/2022 to 01/13/2025, the worst annualized return of 10-year rolling returns for Capital Group Core Equity ETF (CGUS) is NA.
From 02/23/2022 to 01/13/2025, the worst annualized return of 20-year rolling returns for Capital Group Core Equity ETF (CGUS) is NA.

Capital Group Core Equity ETF (CGUS) Maximum Drawdown



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