Performance analysis of CGSM (CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS)
Annual Return
Since Sep 28, 2023, CGSM has had an average annual return of +5.11%, underperforming the benchmark SPY, which returned +24.91% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.29% | +4.59% | +3.70% | +4.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.82% | +0.62% | -0.95% | +0.41% | +0.26% | +0.11% | +1.29% | ||||||
| 2025 | +0.58% | +0.68% | -0.38% | -0.21% | +0.57% | +0.69% | +0.45% | +0.66% | +0.73% | +0.17% | +0.23% | +0.33% | +4.59% |
| 2024 | -0.15% | +0.21% | +0.22% | +0% | -0.03% | +1.06% | +1.18% | +0.82% | +0.59% | -0.51% | +0.68% | -0.41% | +3.70% |
| 2023 | -0.06% | +0.05% | +2.53% | +1.48% | +4.04% |
Drawdown analysis of CGSM (CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS)
The maximum drawdown for the CGSM was -1.42%, occurring on Apr 11, 2025. Recovery took 32 trading sessions.
The current CGSM drawdown is -0.22%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.42% | Feb 28, 2025 | 30 | Apr 11, 2025 | 32 | May 29, 2025 | 62 |
| -1.18% | Feb 26, 2026 | 20 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -1.15% | Oct 2, 2024 | 25 | Nov 6, 2024 | 17 | Dec 2, 2024 | 42 |
| -0.90% | Dec 6, 2024 | 9 | Dec 19, 2024 | 28 | Feb 3, 2025 | 37 |
| -0.80% | Dec 29, 2023 | 15 | Jan 23, 2024 | 7 | Feb 1, 2024 | 22 |
| -0.73% | May 15, 2024 | 10 | May 30, 2024 | 10 | Jun 13, 2024 | 20 |
| -0.69% | Feb 1, 2024 | 8 | Feb 13, 2024 | 15 | Mar 6, 2024 | 23 |
| -0.47% | Mar 22, 2024 | 12 | Apr 10, 2024 | 19 | May 7, 2024 | 31 |
| -0.45% | Sep 17, 2025 | 7 | Sep 26, 2025 | 44 | Nov 28, 2025 | 51 |
| -0.44% | Oct 13, 2023 | 6 | Oct 23, 2023 | 8 | Nov 2, 2023 | 14 |
| -0.32% | Sep 28, 2023 | 3 | Oct 3, 2023 | 6 | Oct 11, 2023 | 9 |
| -0.24% | Sep 16, 2024 | 4 | Sep 20, 2024 | 5 | Sep 27, 2024 | 9 |
| -0.23% | Aug 5, 2024 | 3 | Aug 8, 2024 | 4 | Aug 14, 2024 | 7 |
| -0.20% | Mar 13, 2024 | 2 | Mar 15, 2024 | 5 | Mar 22, 2024 | 7 |
| -0.19% | Feb 5, 2025 | 5 | Feb 12, 2025 | 5 | Feb 20, 2025 | 10 |
| -0.19% | Aug 12, 2025 | 2 | Aug 14, 2025 | 6 | Aug 22, 2025 | 8 |
| -0.19% | Sep 10, 2024 | 2 | Sep 12, 2024 | 2 | Sep 16, 2024 | 4 |
| -0.17% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -0.15% | Jul 29, 2025 | 1 | Jul 30, 2025 | 2 | Aug 1, 2025 | 3 |
| -0.13% | May 8, 2024 | 1 | May 9, 2024 | 1 | May 10, 2024 | 2 |
| -0.13% | Aug 14, 2024 | 3 | Aug 19, 2024 | 1 | Aug 20, 2024 | 4 |
| -0.12% | Feb 26, 2025 | 1 | Feb 27, 2025 | 1 | Feb 28, 2025 | 2 |
| -0.11% | Jul 14, 2025 | 2 | Jul 16, 2025 | 6 | Jul 24, 2025 | 8 |
| -0.10% | Aug 22, 2025 | 1 | Aug 25, 2025 | 2 | Aug 27, 2025 | 3 |
| -0.10% | Aug 27, 2025 | 2 | Aug 29, 2025 | 2 | Sep 3, 2025 | 4 |