Capital Group Core Plus Income ETF (CGCP) Performance
CGCP total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.4% since Dec 31, 2025
- 1 year
- −1.4% total return
- 3 years
- +5.8% a year
- Since first price
- +1.1% a year since 2022
CGCP trailing returns vs AGG, TLT, SPY
| Period | CGCP total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.5% | +0.0% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.9% | −2.2% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.0% | −4.4% | −1.5% | −3.8% | +7.8% |
| YTD | −1.4% | −5.0% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.4% | −6.2% | −1.1% | −6.9% | +14.4% |
| 3 years | +18.6%+5.8%/yr | +1.7% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionFeb 24, 2022 | +5.3%+1.1%/yr | −15.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: CGCP vs AGG
From Feb 24, 2022: CGCP grew to $10,531, AGG to $10,286.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CGCP returns by calendar year
3 of 3 full years positive. Best 2025 (+7.3%), worst 2024 (+3.0%). 2026 is year to date.
CGCP annual returns table
| Year | CGCP | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.4% | −4.5% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.3% | −2.8% | +7.2% | +4.3% | +17.7% |
| 2024 | +3.0% | −3.7% | +1.3% | −8.1% | +24.9% |
| 2023 | +7.2% | −6.1% | +5.7% | +2.8% | +26.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
CGCP largest drawdowns
Now 2.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 1, 2022 | −15.1% | Oct 20, 2022 | Sep 5, 2024 | 8 months | 2.5 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
CGCP risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +4.7% | +0.6% |
| Volatility (annualized) | 5.6% | 7.1% |
| Sharpe ratio | 0.07 | -0.45 |
| Sortino ratio | 0.11 | -0.56 |
| Best month | +5.1% | +5.1% |
| Worst month | −3.0% | −5.0% |
| Best 12 months | +13.3% | +13.3% |
| Worst 12 months | −2.0% | −10.4% |
| Positive months | 67% | 56% |
| Beta vs S&P 500 | 0.25 | — |
| Correlation with S&P 500 | 0.56 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
CGCP rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 45 | −10.4% | +4.2% | +13.3% | 80% |
| 3-year (a year) | 21 | +0.4% | +4.7% | +6.7% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
CGCP performance overview
Capital Group Core Plus Income ETF (CGCP) returned −1.4% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +1.1% a year, turning $10,000 into about $10,531. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −15.1%, from Mar 1, 2022 to Oct 20, 2022, and it took 1.9 years to get back to the old high. CGCP finished 3 of its 3 full calendar years with a gain; the best year was 2025 (+7.3%) and the worst 2024 (+3.0%). Volatility has been 7.1% a year.
Related: CGCP chart, CGCP dividends, CGCP bond profile. See the CGCP overview for the latest quote and fund facts.
CGCP performance FAQ
What is the CGCP return over the past year?
CGCP returned −1.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.2%.
How much would $10,000 invested in CGCP be worth?
$10,000 invested in CGCP at its first recorded close on February 24, 2022 would be worth about $10,531 on October 23, 2026 with distributions reinvested.
What was the worst year for CGCP?
The worst calendar year was 2024, with a total return of +3.0%. The best was 2025 at +7.3%.
What is the biggest drawdown of CGCP?
The largest peak-to-trough decline was −15.1% between March 1, 2022 and October 20, 2022. It recovered to the old high on September 5, 2024, 1.9 years after the bottom.
How volatile is CGCP?
Over the past 3 years CGCP had an annualized volatility of 5.6% and a Sharpe ratio of 0.07 (excess return over 1–3 month T-bills per unit of risk).