Summary
CGVV
Prices · period metrics · 12M
NAV as of 03/06/2026
26/06/2025 → 28/05/2026
Return 18.68% 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: 03/06/2026

Current price: $30.00

Expense ratio: 0.33%

Assets under management
$128.4M
-0.07% 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

1.42%

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

6.50%

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

11.41%

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

18.68%

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: 26/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.077%

Best day

3.219%

08/04/2026
Worst day

-2.642%

10/10/2025
Days with data

235

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $30.02 $30.08 $29.98 $30.00 10,200
02/06/2026 $29.78 $30.05 $29.78 $30.03 19,300
01/06/2026 $29.87 $30.04 $29.84 $29.91 124,800
29/05/2026 $30.24 $30.24 $30.12 $30.14 26,000
28/05/2026 $30.31 $30.32 $30.06 $30.25 36,300
27/05/2026 $30.42 $30.42 $30.20 $30.27 34,700
26/05/2026 $30.28 $30.36 $30.20 $30.32 14,100
22/05/2026 $30.15 $30.19 $30.07 $30.07 32,500
21/05/2026 $29.86 $30.11 $29.73 $30.09 46,000
20/05/2026 $29.73 $29.98 $29.69 $29.97 155,500