Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGBL (Capital Group Core Balanced ETF) | 5.80% | 15.87% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/28/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGBL (Capital Group Core Balanced ETF) | 09/28/2023 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 15.87 | NA | NA | NA | NA | NA | … | … | 5.80 | 15.33 | 16.64 | 9.80 |
| Sharpe Ratio | NA | 1.33 | NA | NA | NA | NA | NA | … | … | 0.75 | 1.03 | 1.32 | 4.24 |
| Standard Deviation(%) | NA | 9.80 | NA | NA | NA | NA | NA | … | … | 11.94 | 12.17 | 9.86 | 9.58 |
| Draw Down(%) | NA | 7.88 | NA | NA | NA | NA | NA | … | … | 7.88 | 11.66 | 5.93 | 4.38 |
| Yield(%) | 0.00 | 1.76 | 1.91 | 1.14 | 0.57 | 0.38 | 0.29 | … | … | 0.00 | 2.23 | 2.21 | 0.52 |
Data as of 06/11/2026, Common starting date is 09/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBL (Capital Group Core Balanced ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBL (Capital Group Core Balanced ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart