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Capital Group Core Balanced ETF
Trading data
CGBL performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 9, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.43% | +2.50% | +1.59% | +18.28% | ||
| Flows | +$401M | +$1.21B | +$972M | +$3.25B | - | - |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.55% | +12.11% | ||
Max drawdown | -2.90% | -9.27% | ||
Max drawdown duration | 12d | 45d | N/A | N/A |
Time to recover | N/A | 32d | N/A | N/A |
Characteristics
This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Provider | Capital Group |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | September 26, 2023 |
| ESG | No |
What type of ETF is CGBL?
CGBL is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by Capital Group.
What is the expense ratio of CGBL?
The total expense ratio (TER) of CGBL is 0.33%, representing the annual fee charged by the fund manager.
When was CGBL launched?
CGBL was launched on September 26, 2023, marking its entry into the ETF market.
Who is the issuer of CGBL?
CGBL is issued by Capital Group.
What is the AUM of CGBL?
As of March 9, 2026, CGBL manages $5.44 B, reflecting the total assets held in the fund.
How has CGBL performed recently?
As of March 9, 2026, CGBL delivered a return of -1.43% over the past month (1M performance), 2.5% over the past three months (3M), and 1.59% year-to-date (YTD).
What are the recent fund flows for CGBL?
As of March 9, 2026, CGBL has seen net flows of +$401M in the past month (1M flow) and +$972M year-to-date (YTD).
Does CGBL pay dividends?
As of March 9, 2026, CGBL has a trailing 12-month distribution yield of 1.95%.
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