CGCP CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:

CGCP Quality Metrics & KPI Summary

Metric1YFull History
StrategyB&HStrategyB&H
CAGR5.07%5.07%3.70%5.38%
Sharpe Ratio1.341.340.981.17
Max Drawdown-2.59%-2.59%-4.24%-4.24%
% Time Invested100.0%100.0%75.8%100.0%
Trades / Year0.00.00.00.0

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2024-08-30 Open Open 100% $21.16 $22.41 5.91% Mark-to-Market
2024-02-20 2024-08-30 Interest 100% $1.00 $1.02 2.24% Interest Income

Return Distribution Analysis

Return Distribution