Capital Group Short Duration Income ETF (CGSD) Performance
CGSD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.0% since Dec 31, 2025
- 1 year
- +1.9% total return
- 3 years
- +5.1% a year
- Since first price
- +4.7% a year since 2022
CGSD trailing returns vs AGG, TLT, SPY
| Period | CGSD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.2% | −0.9% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.4% | −1.9% | −1.5% | −3.8% | +7.8% |
| YTD | +1.0% | −2.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.9% | −2.5% | −1.1% | −6.9% | +14.4% |
| 3 years | +16.2%+5.1%/yr | +1.4% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 27, 2022 | +20.3%+4.7%/yr | +1.1% | — | — | — |
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: CGSD vs AGG
From Oct 27, 2022: CGSD grew to $12,027, AGG to $11,625.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CGSD returns by calendar year
3 of 3 full years positive. Best 2025 (+6.1%), worst 2023 (+5.0%). 2026 is year to date.
CGSD annual returns table
| Year | CGSD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.0% | −1.3% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.1% | −0.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +5.5% | −0.9% | +1.3% | −8.1% | +24.9% |
| 2023 | +5.0% | −1.8% | +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.
CGSD risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +4.9% | +4.7% |
| Volatility (annualized) | 1.9% | 2.0% |
| Sharpe ratio | 0.26 | 0.12 |
| Sortino ratio | 0.35 | 0.16 |
| Best month | +1.6% | +1.6% |
| Worst month | −1.0% | −1.0% |
| Best 12 months | +8.4% | +8.4% |
| Worst 12 months | +1.6% | +1.6% |
| Positive months | 86% | 81% |
| Beta vs S&P 500 | 0.06 | — |
| Correlation with S&P 500 | 0.41 | — |
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.
CGSD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 37 | +1.6% | +5.5% | +8.4% | 100% |
| 3-year (a year) | 13 | +4.9% | +5.3% | +5.8% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
CGSD performance overview
Capital Group Short Duration Income ETF (CGSD) returned +1.9% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +4.7% a year, turning $10,000 into about $12,027. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: CGSD chart, CGSD dividends, CGSD bond profile. See the CGSD overview for the latest quote and fund facts.
CGSD performance FAQ
What is the CGSD return over the past year?
CGSD returned +1.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.5%.
How much would $10,000 invested in CGSD be worth?
$10,000 invested in CGSD at its first recorded close on October 27, 2022 would be worth about $12,027 on October 23, 2026 with distributions reinvested.
What was the worst year for CGSD?
The worst calendar year was 2023, with a total return of +5.0%. The best was 2025 at +6.1%.
How volatile is CGSD?
Over the past 3 years CGSD had an annualized volatility of 1.9% and a Sharpe ratio of 0.26 (excess return over 1–3 month T-bills per unit of risk).