Performance analysis of CGCV (CAPITAL GROUP CONSERVATIVE EQUITY ETF SHARE CLASS)
Annual Return
Since Jun 27, 2024, CGCV has had an average annual return of +15.92%, underperforming the benchmark SPY, which returned +17.32% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.24% | +16.61% | +7.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.97% | +2.61% | -6.14% | +5.80% | +2.09% | +2.29% | -0.24% | +8.24% | |||||
| 2025 | +4.29% | +1.11% | -2.75% | -2.15% | +4.33% | +3.72% | +1.51% | +1.55% | +2.45% | -0.33% | +2.63% | -0.56% | +16.61% |
| 2024 | +0.11% | +4.29% | +3.33% | +1.90% | -1.16% | +3.57% | -4.53% | +7.44% |
Drawdown analysis of CGCV (CAPITAL GROUP CONSERVATIVE EQUITY ETF SHARE CLASS)
The maximum drawdown for the CGCV was -13.13%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The current CGCV drawdown is -1.12%.
Since Jun 27, 2024 CGCV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.13% | Feb 19, 2025 | 34 | Apr 8, 2025 | 45 | Jun 12, 2025 | 79 |
| -7.93% | Feb 27, 2026 | 21 | Mar 30, 2026 | 32 | May 14, 2026 | 53 |
| -5.43% | Nov 29, 2024 | 27 | Jan 10, 2025 | 17 | Feb 5, 2025 | 44 |
| -3.98% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -3.82% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -3.22% | Oct 16, 2024 | 13 | Nov 4, 2024 | 4 | Nov 8, 2024 | 17 |
| -2.63% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -2.54% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.45% | Nov 8, 2024 | 5 | Nov 15, 2024 | 7 | Nov 26, 2024 | 12 |
| -2.31% | Jul 25, 2025 | 5 | Aug 1, 2025 | 15 | Aug 22, 2025 | 20 |
| -2.01% | Jan 16, 2026 | 1 | Jan 20, 2026 | 13 | Feb 6, 2026 | 14 |
| -1.90% | Nov 28, 2025 | 13 | Dec 17, 2025 | 5 | Dec 24, 2025 | 18 |
| -1.67% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -1.58% | Jul 16, 2024 | 6 | Jul 24, 2024 | 4 | Jul 30, 2024 | 10 |
| -1.37% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.12% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.96% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -0.96% | Jun 15, 2026 | 2 | Jun 17, 2026 | 5 | Jun 25, 2026 | 7 |
| -0.95% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -0.91% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |
| -0.90% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.90% | Sep 22, 2025 | 3 | Sep 25, 2025 | 3 | Sep 30, 2025 | 6 |
| -0.85% | Oct 4, 2024 | 1 | Oct 7, 2024 | 2 | Oct 9, 2024 | 3 |
| -0.81% | Aug 28, 2025 | 3 | Sep 3, 2025 | 5 | Sep 10, 2025 | 8 |
| -0.77% | Aug 22, 2025 | 1 | Aug 25, 2025 | 3 | Aug 28, 2025 | 4 |