Summary
CGUS
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 25.53% 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: 03/06/2026

Current price: $44.12

Expense ratio: 0.33%

Assets under management
$10.3B
-0.59% 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

3.74%

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

9.71%

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

10.08%

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

25.53%

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

43.93%

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

83.19%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.094%

Best day

3.166%

31/03/2026
Worst day

-2.683%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $44.38 $44.46 $44.12 $44.12 1,123,200
02/06/2026 $44.36 $44.60 $44.35 $44.45 974,600
01/06/2026 $44.21 $44.52 $44.15 $44.39 1,013,000
29/05/2026 $44.18 $44.34 $44.09 $44.20 896,000
28/05/2026 $43.92 $44.21 $43.82 $44.14 4,782,700
27/05/2026 $43.94 $43.99 $43.77 $43.93 858,900
26/05/2026 $43.94 $44.01 $43.80 $43.86 1,076,000
22/05/2026 $43.76 $43.83 $43.60 $43.70 846,900
21/05/2026 $43.23 $43.70 $43.13 $43.60 893,100
20/05/2026 $43.07 $43.47 $43.01 $43.40 1,040,300