CGCV ETF Analysis: Capital Conservative Equity | NYSE

Large Value | NYSE, USA | Market Cap: 2.046m USD | 12M Return: 11.1% | Charts, Fundamentals & Technical Analysis

US Equities, Canadian Stocks, Dividend Stocks, Large-Cap Value
Total Rating 46
Safety 52
Buy Signal -0.17
Large Value
Category Rotation: +2.4
TER: 0.33%
AUM: 2.05B
Avg Turnover: 8.54M
Risk 3d forecast
Volatility10.2%
VaR 5th Pctl1.90%
VaR vs Median3.64%
Reward TTM
Sharpe Ratio0.69
Rel. Str. IBD46.9
Rel. Str. Peer Group7.6
Character TTM
Beta0.605
Beta Downside0.621
Hurst Exponent0.487
Drawdowns 3y
Max DD13.13%
CAGR/Max DD1.14
CAGR/Mean DD9.54

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.1 years of data

Jan +0.4% -
Feb +0.8% -
Mar -7.8% -
Apr +3.5% -
May +0.1% -
Jun +0.7% 32
Jul -0.7% 31
Aug +0.0% -
Sep +0.9% -
Oct -1.8% -
Nov +1.1% -
Dec -2.1% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CGCV Capital Conservative Equity

Capital Group Conservative Equity ETF (CGCV) is a U.S.-listed exchange-traded fund that invests primarily in common stocks of companies expected to participate in the growth of the American economy, with a focus on holdings whose dividends appear sustainable. Under normal market conditions, the fund commits at least 80% of its net assets to common stocks and other equity-type securities, and it focuses its geographic exposure on the United States and Canada. The fund operates as a non-diversified vehicle, and it launched on June 25, 2024. CGCV is classified within the Large Value ETF category and is managed by Capital Group, one of the longest-established investment management organizations in the United States, known for its long-term, research-driven approach to equity investing. The funds emphasis on dividend sustainability and U.S./Canadian large-value companies positions it within the conservative income-oriented segment of the equity ETF market.

Headlines to Watch Out For
  • Fed rate cuts pressure dividend yields on value holdings
  • New ETF AUM growth accelerates as advisor adoption expands
  • US economic growth supports underlying dividend sustainability
What is the price of CGCV shares?

As of September 16, 2026, the stock is trading at USD 32.74 with a total of 155,763 shares traded. Over the past week, the price has changed by -1.39%, over one month by -3.02%, over three months by +2.14% and over the past year by +11.07%.

Current recommended Stop Loss: 32.40 (which is 1% or 1.7 ATR below the current price).

Is CGCV a buy, sell or hold?

Capital Conservative Equity has no consensus analysts rating.