Capital Group Growth ETF

10-Year Study

CGGR.US · · US · ETF

Executive Summary: Capital Group Growth ETF has compounded at 14.9% annually over the last 10 years, with a maximum drawdown of 25.3% and an annualized volatility of 20.9%.

1Y CAGR
+17.3%
3Y CAGR
+24.6%
5Y CAGR
+14.9%
10Y CAGR
+14.9%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
25.3%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.64
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.05
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
19.7%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +42.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -0.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
75%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-0.0-2.9-6.99.8————————-0.7%
20255.8-5.2-8.11.79.56.52.71.33.92.2-1.30.519.8%
20242.17.92.9-5.24.24.2-0.22.23.70.18.3-1.332.1%
202311.3-1.83.10.93.48.03.9-1.9-4.7-2.911.76.442.2%
2022——4.3-12.1-3.0-10.410.0-3.2-8.24.75.4-7.2-20.2%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 20.9%. The dominant macroeconomic risk driver is VTI.US, accounting for 99.7% of variance. Idiosyncratic stock-specific factors contribute 1.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2022-02-0110000
2022-03-0110430.621237309748
2022-04-019166.680116855237
2022-05-018887.575253805058
2022-06-017966.371838533175
2022-07-018760.59202350017
2022-08-018481.204706489983
2022-09-017788.748648256049
2022-10-018157.915973981955
2022-11-018596.970479526122
2022-12-017977.145439579063
2023-01-018877.28585954775
2023-02-018713.260809916555
2023-03-018985.304323966622
2023-04-019065.279145213615
2023-05-019369.320657875624
2023-06-0110114.918411156124
2023-07-0110507.81186952241
2023-08-0110303.355553044852
2023-09-019822.255758025727
2023-10-019541.61757347838
2023-11-0110656.140549090498
2023-12-0111342.0194651129
2024-01-0111575.04398211663
2024-02-0112487.047468405506
2024-03-0112852.663944348498
2024-04-0112189.744500217892
2024-05-0112699.977403683199
2024-06-0113236.639927691784
2024-07-0113216.504995400033
2024-08-0113502.26770179318
2024-09-0114001.283147989734
2024-10-0114017.38302370999
2024-11-0115180.488080442887
2024-12-0114984.343980502603
2025-01-0115847.079426053551
2025-02-0115020.659489646045
2025-03-0113807.237277466631
2025-04-0114045.063511790435
2025-05-0115383.45142598899
2025-06-0116387.252449279338
2025-07-0116822.635053343445
2025-08-0117048.396468518487
2025-09-0117705.505431186142
2025-10-0118088.472650386557
2025-11-0117850.606065497035
2025-12-0117943.89657342996
2026-01-0117939.861516858466
2026-02-0117419.33921913585
2026-03-0116216.892360830896
2026-04-0117810.739706570683
Annual Return Matrix
YearAnnual Return
20230.4218143007445774
20240.3211354491669838
20250.19750965386127528
2026-0.007420733078479791
Total Factor Risk
0.20925178199717095
VTI.US Exposure
0.9971470343924959
VEA.US Exposure
-0.0016896812693072037
VWO.US Exposure
-0.006117929778871071
QQQ.US Exposure
-0.069976194391178
VTV.US Exposure
-0.11172941772043116
IJR.US Exposure
-0.03599934550765648
QUAL.US Exposure
-0.05090321685413289
SHV.US Exposure
0.22058527207104164
TLT.US Exposure
0.018350385262314046
LQD.US Exposure
0.004763865169015731
HYG.US Exposure
-0.022994078040800923
GLD.US Exposure
0.002004993957375336
USO.US Exposure
-0.0015896012681972818
VNQ.US Exposure
0.01984067984842874
BTC-USD.CC Exposure
0.019511422801833125
CPER.US Exposure
0.0052349241633879145
VIX.INDX Exposure
0.006351281821780858
UUP.US Exposure
-0.004189279830194297
TIP.US Exposure
-0.007820132700645835
Idiosyncratic Exposure
0.019219017873741914
Value Score
41
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
1.2
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
20.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →22.6x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.10%
Market Cap$385.4B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+4.7%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+2.4%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
3.3% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.27
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Capital Group Growth ETF a high-risk investment?

Capital Group Growth ETF (CGGR.US) has an annualized volatility of 20.9% and experienced a maximum drawdown of 25.3% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of CGGR.US?

Over the past 10 years, CGGR.US has generated a Compound Annual Growth Rate (CAGR) of 14.9%. It has had a positive return in 75% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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