Summary
CGVV
Prices · period metrics · 12M
NAV as of 17/07/2026
26/06/2025 → 28/05/2026
Return 20.11% Volatility 13.57% Sharpe 1.33
Official loaded data — not a live quote.

CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS

Symbol: CGVV

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 24/06/2025

Latest date: 17/07/2026

Current price: $30.53

Expense ratio: 0.33%

Assets under management
$145.9M
-0.72% 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

0.48%

Ann. 57.42% (Sharpe / Sortino numerator)

Volatility

12.60%

Sharpe ratio

4.270

VaR 95%

-1.34%

CVaR 95%: -1.37%
Max drawdown: -2.37%
Sortino ratio: 6.885
Calmar ratio: 24.26

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

5.17%

Ann. 25.24% (Sharpe / Sortino numerator)

Volatility

16.35%

Sharpe ratio

1.322

VaR 95%

-1.73%

CVaR 95%: -1.92%
Max drawdown: -8.86%
Sortino ratio: 1.980
Calmar ratio: 2.85

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

10.56%

Ann. 28.15% (Sharpe / Sortino numerator)

Volatility

14.49%

Sharpe ratio

1.692

VaR 95%

-1.61%

CVaR 95%: -1.81%
Max drawdown: -10.11%
Sortino ratio: 2.549
Calmar ratio: 2.78

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

20.11%

Ann. 21.66% (Sharpe / Sortino numerator)

Volatility

13.57%

Sharpe ratio

1.328

VaR 95%

-1.40%

CVaR 95%: -1.82%
Max drawdown: -10.11%
Sortino ratio: 2.008
Calmar ratio: 2.14

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

0.077%

Best day

3.218%

08/04/2026
Worst day

-2.642%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $30.75 $30.76 $30.50 $30.53 51,600
16/07/2026 $30.83 $30.99 $30.75 $30.86 25,500
15/07/2026 $30.81 $30.83 $30.70 $30.79 44,600
14/07/2026 $30.82 $30.82 $30.63 $30.66 45,300
13/07/2026 $30.80 $30.90 $30.69 $30.71 371,700
10/07/2026 $30.78 $30.83 $30.73 $30.80 46,300
09/07/2026 $30.43 $30.64 $30.39 $30.64 42,600
08/07/2026 $30.36 $30.38 $30.18 $30.32 18,400
07/07/2026 $30.79 $30.79 $30.53 $30.61 29,900
06/07/2026 $30.86 $30.87 $30.72 $30.82 30,100