Summary
CGUS
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 17.67% Volatility 17.85% Sharpe 0.69
Official loaded data — not a live quote.

CAPITAL GROUP CORE EQUITY ETF SHARE CLASS

Symbol: CGUS

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 22/02/2022

Latest date: 17/07/2026

Current price: $44.00

Expense ratio: 0.33%

Assets under management
$11.1B
0.48% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.62%

Ann. -43.18% (Sharpe / Sortino numerator)

Volatility

19.69%

Sharpe ratio

-2.377

VaR 95%

-1.80%

CVaR 95%: -1.96%
Max drawdown: -7.96%
Sortino ratio: -4.076
Calmar ratio: -5.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.71%

Ann. -15.52% (Sharpe / Sortino numerator)

Volatility

15.65%

Sharpe ratio

-1.224

VaR 95%

-1.78%

CVaR 95%: -2.01%
Max drawdown: -9.81%
Sortino ratio: -1.763
Calmar ratio: -1.58

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.03%

Ann. -5.18% (Sharpe / Sortino numerator)

Volatility

14.13%

Sharpe ratio

-0.624

VaR 95%

-1.56%

CVaR 95%: -2.00%
Max drawdown: -9.81%
Sortino ratio: -0.843
Calmar ratio: -0.53

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

17.67%

Ann. 15.94% (Sharpe / Sortino numerator)

Volatility

17.85%

Sharpe ratio

0.690

VaR 95%

-1.55%

CVaR 95%: -2.60%
Max drawdown: -9.81%
Sortino ratio: 0.860
Calmar ratio: 1.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

35.97%

Ann. 12.90% (Sharpe / Sortino numerator)

Volatility

15.73%

Sharpe ratio

0.589

VaR 95%

-1.56%

CVaR 95%: -2.33%
Max drawdown: -18.06%
Sortino ratio: 0.742
Calmar ratio: 0.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

73.84%

Ann. 19.10% (Sharpe / Sortino numerator)

Volatility

14.32%

Sharpe ratio

1.080

VaR 95%

-1.37%

CVaR 95%: -2.06%
Max drawdown: -18.06%
Sortino ratio: 1.409
Calmar ratio: 1.06

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.068%

Best day

3.166%

31/03/2026
Worst day

-2.705%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $43.79 $44.20 $43.75 $44.00 919,400
16/07/2026 $44.57 $44.71 $44.28 $44.42 888,800
15/07/2026 $44.69 $44.81 $44.41 $44.69 942,700
14/07/2026 $44.57 $44.65 $44.35 $44.51 899,300
13/07/2026 $44.60 $44.70 $44.38 $44.44 896,600
10/07/2026 $44.65 $44.84 $44.47 $44.80 963,600
09/07/2026 $44.36 $44.63 $44.26 $44.59 1,219,500
08/07/2026 $43.99 $44.23 $43.84 $44.17 879,100
07/07/2026 $44.31 $44.35 $44.01 $44.24 972,000
06/07/2026 $44.50 $44.52 $44.30 $44.43 798,900