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Performance analysis of CGMM (CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS)

Annual Return

Since Jan 16, 2025, CGMM has had an average annual return of +16.94%, underperforming the benchmark SPY, which returned +21.18% annual.

20262025
+11.27%+11.46%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.81%+4.55%-6.20%+7.67%+0.66%+0.85%+11.27%
2025+1.04%-3.31%-5.88%-1.59%+9.14%+4.89%+2.45%+2.66%+0.42%-0.57%+1.53%+0.91%+11.46%

Drawdown analysis of CGMM (CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS)

The maximum drawdown for the CGMM was -21.04%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

Since Jan 16, 2025 CGMM has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-21.04%Jan 21, 202554Apr 8, 202554Jun 26, 2025108
-10.09%Feb 26, 202622Mar 30, 202613Apr 17, 202635
-6.81%Sep 11, 202550Nov 20, 20259Dec 4, 202559
-4.25%Apr 20, 202621May 19, 20269Jun 2, 202630
-3.78%Jul 25, 20255Aug 1, 20258Aug 13, 202513
-3.02%Jan 22, 20266Jan 30, 20265Feb 6, 202611
-2.92%Dec 11, 20254Dec 17, 202511Jan 5, 202615
-2.17%Jul 10, 20253Jul 15, 20252Jul 17, 20255
-2.00%Aug 13, 20256Aug 21, 20251Aug 22, 20257
-1.76%Feb 20, 20261Feb 23, 20262Feb 25, 20263
-1.73%Feb 9, 20263Feb 12, 20263Feb 18, 20266
-1.58%Jan 15, 20262Jan 20, 20262Jan 22, 20264
-1.09%Jul 17, 20252Jul 21, 20252Jul 23, 20254
-1.01%Aug 28, 20253Sep 3, 20251Sep 4, 20254
-0.98%Jul 3, 20251Jul 7, 20253Jul 10, 20254
-0.96%Jan 6, 20261Jan 7, 20262Jan 9, 20263
-0.84%Sep 8, 20251Sep 9, 20252Sep 11, 20253
-0.73%Jul 23, 20251Jul 24, 20251Jul 25, 20252
-0.57%Aug 22, 20251Aug 25, 20252Aug 27, 20253
-0.48%Dec 5, 20251Dec 8, 20252Dec 10, 20253
-0.20%Jan 13, 20261Jan 14, 20261Jan 15, 20262
-0.13%Feb 18, 20261Feb 19, 20261Feb 20, 20262