CGBL
Capital Group Core Balanced ETF
ETF
$36.93+0.15 (+0.41%)Close Oct 2, 2026
Sep 28, 2023 – Oct 2, 2026, Dividends reinvested
- Final balance
- $15,651
- CAGR
- +16.04%
- Max drawdown
- −11.66%
- Sharpe ratio
- 1.42
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.20%
- 3M
- −1.60%
- 6M
- +7.79%
- YTD
- +5.96%
- 1Y
- +7.95%
- 3Y
- +16.35%
- Since 2023
- +16.04%
Metrics
Since 2023| Volatility | 10.98% |
|---|---|
| Sortino ratio | 2.10 |
| Calmar ratio | 1.38 |
| Best year, 2024 | +16.64% |
| Worst year, 2025 | +15.33% |
| Positive years | 2 of 2 |
| Longest drawdown | 4 months |
Worst drawdowns
Since 2023| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −11.7% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −7.9% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −5.9% | Jul 2024 | Aug 2024 | Aug 2024 | 1 month |
| −4.4% | Oct 2023 | Oct 2023 | Nov 2023 | 1 month |
| −4.2% | Aug 2026 | Sep 2026 | Not yet | 2 months so far |
Annual returns
2023 from Sep 28 · 2026 through Oct 2