Capital Group Dividend Growers ETF (CGDG) Performance
CGDG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.2% since Dec 31, 2025
- 1 year
- +10.7% total return
- 3 years
- +18.3% a year
- Since first price
- +17.1% a year since 2023
CGDG trailing returns vs SPY, QQQ, AGG
| Period | CGDG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.2% | +0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.1% | −0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.7% | +2.2% | +7.8% | +8.4% | −1.5% |
| YTD | +8.2% | +6.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.7% | +8.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +65.7%+18.3%/yr | +55.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionSep 28, 2023 | +62.3%+17.1%/yr | +52.1% | — | — | — |
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: CGDG vs SPY
From Sep 28, 2023: CGDG grew to $16,231, SPY to $18,389.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CGDG returns by calendar year
2 of 2 full years positive. Best 2025 (+22.7%), worst 2024 (+11.5%). 2026 is year to date.
CGDG annual returns table
| Year | CGDG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.2% | −7.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +22.7% | −10.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.5% | −5.5% | +24.9% | +25.6% | +1.3% |
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.
CGDG largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −10.5% | Apr 8, 2025 | May 2, 2025 | 49 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
CGDG risk statistics
| Statistic | 3 years |
|---|---|
| Annualized return | +16.8% |
| Volatility (annualized) | 9.0% |
| Sharpe ratio | 1.29 |
| Sortino ratio | 2.32 |
| Best month | +7.1% |
| Worst month | −4.9% |
| Best 12 months | +26.3% |
| Worst 12 months | +9.4% |
| Positive months | 69% |
| Beta vs S&P 500 | 0.50 |
| Correlation with S&P 500 | 0.68 |
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.
CGDG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 26 | +9.4% | +16.6% | +26.3% | 100% |
| 3-year (a year) | 2 | +16.8% | +17.6% | +18.4% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
CGDG performance overview
Capital Group Dividend Growers ETF (CGDG) returned +10.7% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +17.1% a year, turning $10,000 into about $16,231. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −10.5%, from Feb 18, 2025 to Apr 8, 2025, and it took 24 days to get back to the old high. Volatility has been 9.0% a year.
Related: CGDG chart, CGDG holdings, CGDG dividends. See the CGDG overview for the latest quote and fund facts.
CGDG performance FAQ
What is the CGDG return over the past year?
CGDG returned +10.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.1%.
How much would $10,000 invested in CGDG be worth?
$10,000 invested in CGDG at its first recorded close on September 28, 2023 would be worth about $16,231 on October 23, 2026 with distributions reinvested.
What was the worst year for CGDG?
The worst calendar year was 2024, with a total return of +11.5%. The best was 2025 at +22.7%.
What is the biggest drawdown of CGDG?
The largest peak-to-trough decline was −10.5% between February 18, 2025 and April 8, 2025. It recovered to the old high on May 2, 2025, 24 days after the bottom.
How volatile is CGDG?
Over the past 3 years CGDG had an annualized volatility of 9.0% and a Sharpe ratio of 1.29 (excess return over 1–3 month T-bills per unit of risk).