Skip to main content

Want a detailed portfolio tracker?

OverviewHoldingsPerformanceDividendsSimilar EtfsCorrelations

Performance analysis of CGUS (CAPITAL GROUP CORE EQUITY ETF SHARE CLASS)

Annual Return

Over the past 3 years, CGUS has had an average annual return of +22.69%, underperforming the benchmark SPY, which returned +22.77% annual.

Since Feb 24, 2022, CGUS has had an average annual return of +16.07%, outperforming the benchmark SPY, which returned +15.93% annual.

20262025202420232022
+10.75%+16.21%+24.89%+27.71%-7.93%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.79%-0.41%-5.57%+10.78%+3.85%+0.57%+10.75%
2025+3.89%-2.89%-5.09%-1.41%+6.44%+5.64%+3.39%+1.12%+2.65%+1.82%+0.42%-0.23%+16.21%
2024+1.48%+5.54%+3.05%-3.59%+4.06%+3.42%+2.61%+1.85%+2%-0.56%+4.32%-1.36%+24.89%
2023+5.88%-2.48%+2.50%+2.06%+0.78%+5.73%+3.39%-1.13%-4.03%-1.43%+8.97%+5.31%+27.71%
2022+1.71%+2.73%-8.89%+1.14%-8.31%+6.58%-3.37%-8.50%+8.47%+6.26%-3.99%-7.93%

Drawdown analysis of CGUS (CAPITAL GROUP CORE EQUITY ETF SHARE CLASS)

The maximum drawdown for the CGUS was -21.86%, occurring on Sep 30, 2022. Recovery took 194 trading sessions.

Since Feb 24, 2022 CGUS has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-21.86%Mar 29, 2022128Sep 30, 2022194Jul 12, 2023322
-18.06%Feb 6, 202542Apr 8, 202554Jun 26, 202596
-9.59%Jan 27, 202643Mar 30, 202610Apr 14, 202653
-8.30%Jul 31, 202363Oct 27, 202312Nov 14, 202375
-6.73%Jul 16, 202414Aug 5, 202412Aug 21, 202426
-5.59%Feb 25, 20227Mar 8, 20228Mar 18, 202215
-5.04%Oct 29, 202516Nov 20, 202523Dec 24, 202539
-4.65%Apr 1, 202414Apr 19, 202414May 9, 202428
-4.11%Dec 16, 202416Jan 10, 20258Jan 23, 202524
-3.98%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-3.00%Oct 8, 20252Oct 10, 202510Oct 24, 202512
-2.86%Nov 8, 20245Nov 15, 202411Dec 3, 202416
-2.62%Jul 25, 20255Aug 1, 20258Aug 13, 202513
-2.43%Jan 12, 20265Jan 20, 20265Jan 27, 202610
-2.30%May 15, 202410May 30, 20247Jun 10, 202417
-2.29%Oct 14, 202415Nov 4, 20242Nov 6, 202417
-2.18%May 14, 20263May 19, 20266May 28, 20269
-1.98%Dec 28, 20234Jan 4, 202410Jan 19, 202414
-1.56%Sep 22, 20253Sep 25, 20254Oct 1, 20257
-1.55%Aug 14, 20255Aug 21, 20251Aug 22, 20256
-1.48%Feb 9, 20242Feb 13, 20242Feb 15, 20244
-1.45%Jan 29, 20242Jan 31, 20242Feb 2, 20244
-1.40%Dec 1, 20233Dec 6, 20233Dec 11, 20236
-1.30%Mar 7, 20246Mar 15, 20243Mar 20, 20249
-1.29%Aug 28, 20252Sep 2, 20255Sep 9, 20257