NYSEArca - Delayed Quote USD

Capital Group Core Balanced ETF (CGBL)

31.68
-0.04
(-0.13%)
At close: May 23 at 4:00:00 PM EDT
31.68
+0.02
+(0.06%)
After hours: May 23 at 4:04:04 PM EDT

ETF Summary

In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund’s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund’s assets (if any) in money market instruments and cash. The fund is non-diversified.

Risk Overview

Performance & Risk

YTD Return 1.71%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.00
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
CGBLCategory AverageCGBLCategory AverageCGBLCategory Average
Alpha 0 0.25 0 1.28 0 0.58
BETA 0 0.92 0 0.96 0 1.01
Mean Annual Return 0 0.58 0 0.75 0 0.59
R-squared 0 88.06 0 89.51 0 90.59
Standard Deviation 0 11.78 0 11.42 0 10.71
Sharpe Ratio 0 0.19 0 0.54 0 0.47
Treynor Ratio 0 1.76 0 6.06 0 4.59

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