Performance analysis of CGBL (CAPITAL GROUP CORE BALANCED ETF SHARE CLASS)
Annual Return
Since Sep 28, 2023, CGBL has had an average annual return of +17.58%, underperforming the benchmark SPY, which returned +23.38% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.79% | +15.32% | +16.64% | +9.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.01% | +1.39% | -5.49% | +6.55% | +3.22% | +0.75% | -1.40% | +6.79% | |||||
| 2025 | +2.84% | -0.31% | -2.99% | +0.10% | +3.93% | +4.26% | +0.57% | +1.37% | +2.39% | +0.32% | +1.32% | +0.74% | +15.32% |
| 2024 | +0.98% | +2.61% | +3.13% | -3.43% | +3.35% | +2.82% | +1.55% | +1.82% | +1.50% | -0.23% | +3.17% | -1.52% | +16.64% |
| 2023 | -0.20% | -2.16% | +6.93% | +5.16% | +9.80% |
Drawdown analysis of CGBL (CAPITAL GROUP CORE BALANCED ETF SHARE CLASS)
The maximum drawdown for the CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The current CGBL drawdown is -1.45%.
Since Sep 28, 2023 CGBL has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.66% | Feb 6, 2025 | 42 | Apr 8, 2025 | 38 | Jun 3, 2025 | 80 |
| -7.88% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -5.93% | Jul 16, 2024 | 16 | Aug 7, 2024 | 17 | Aug 30, 2024 | 33 |
| -4.38% | Oct 11, 2023 | 12 | Oct 27, 2023 | 12 | Nov 14, 2023 | 24 |
| -3.82% | Dec 16, 2024 | 17 | Jan 13, 2025 | 8 | Jan 24, 2025 | 25 |
| -3.78% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -3.58% | Jun 2, 2026 | 6 | Jun 10, 2026 | 6 | Jun 18, 2026 | 12 |
| -3.57% | Oct 28, 2025 | 17 | Nov 20, 2025 | 8 | Dec 3, 2025 | 25 |
| -3.12% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -2.60% | Nov 8, 2024 | 5 | Nov 15, 2024 | 10 | Dec 2, 2024 | 15 |
| -2.48% | May 14, 2026 | 3 | May 19, 2026 | 5 | May 27, 2026 | 8 |
| -2.24% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.18% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.17% | Jan 28, 2026 | 6 | Feb 5, 2026 | 10 | Feb 20, 2026 | 16 |
| -2.08% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.00% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.90% | May 15, 2024 | 9 | May 29, 2024 | 10 | Jun 12, 2024 | 19 |
| -1.80% | Sep 28, 2023 | 3 | Oct 3, 2023 | 4 | Oct 9, 2023 | 7 |
| -1.67% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -1.53% | Dec 27, 2023 | 5 | Jan 4, 2024 | 10 | Jan 19, 2024 | 15 |
| -1.50% | Jun 18, 2026 | 2 | Jun 23, 2026 | 5 | Jun 30, 2026 | 7 |
| -1.42% | Jan 24, 2025 | 1 | Jan 27, 2025 | 7 | Feb 5, 2025 | 8 |
| -1.39% | Apr 17, 2026 | 8 | Apr 29, 2026 | 5 | May 6, 2026 | 13 |
| -1.35% | Feb 9, 2024 | 2 | Feb 13, 2024 | 6 | Feb 22, 2024 | 8 |
| -1.25% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |