CGGR
CAPITAL GROUP GROWTH ETF SHARE CLASS
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
CGGR Quality Metrics & KPI Summary
| Metric | 1Y | Full History | ||
|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | |
| CAGR | 12.02% | 26.66% | 12.56% | 19.62% |
| Sharpe Ratio | 0.73 | 1.42 | 0.61 | 0.88 |
| Max Drawdown | -15.14% | -15.14% | -22.98% | -23.37% |
| % Time Invested | 93.7% | 100.0% | 94.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 100% | $44.46 | $44.27 | -0.43% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-02 | 2026-03-31 | Completed | 100% | $33.98 | $39.22 | 15.43% | Stop |
| 2025-03-11 | 2025-04-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-02-22 | 2025-03-11 | Completed | 100% | $30.39 | $34.06 | 12.08% | Stop |
| 2024-02-20 | 2024-02-22 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
