(CGSD) Capital Short Duration - NYSE

ETF Category: Short-Term Bond | Exchange: NYSE (USA) | Market Cap: 2.309m USD | Total Return: 3.7% in 12m

Corporate Bonds, Government Bonds, Money Market, Derivatives
Total Rating 44
Safety 60
Buy Signal -0.34
Short-Term Bond
Category Rotation: -2.5
TER: 0.25%
AUM: 2.31B
Avg Turnover: 9.91M
Risk 3d forecast
Volatility1.63%
VaR 5th Pctl0.29%
VaR vs Median-2.59%
Reward TTM
Sharpe Ratio-0.31
Rel. Str. IBD27.7
Rel. Str. Peer Group30.6
Character TTM
Beta0.010
Beta Downside-0.034
Hurst Exponent0.543
Drawdowns 3y
Max DD1.11%
CAGR/Max DD5.00
CAGR/Mean DD33.43

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: CGSD Capital Short Duration

The Capital Group Short Duration Income ETF (CGSD) is an actively managed fund focused on investment-grade debt instruments, including bonds, money market instruments, and derivatives. The portfolio primarily targets securities rated BBB/Baa3 or higher, maintaining a conservative credit profile while seeking current income.

The fund restricts its interest rate sensitivity by maintaining an average portfolio duration typically under two years, with a maximum limit of three years. Short-duration strategies are frequently utilized by investors to mitigate price volatility during periods of rising interest rates, as shorter-dated bonds experience smaller price declines than long-term debt when yields climb.

As a non-diversified fund, CGSD may hold larger positions in a smaller number of issuers compared to diversified peers, potentially increasing idiosyncratic risk. The short-term bond sector serves as a middle ground between low-yield cash equivalents and higher-volatility intermediate-term corporate bonds. You can evaluate how these credit quality metrics impact long-term performance by reviewing the data on ValueRay.

Headlines to Watch Out For
  • Short-term interest rate volatility impacts net asset value and yields
  • Corporate credit spread compression drives outperformance in investment-grade holdings
  • Inverted yield curve dynamics influence investor demand for short-duration assets
  • Federal Reserve monetary policy shifts affect underlying bond valuations and income distributions
What is the price of CGSD shares?

As of June 29, 2026, the stock is trading at USD 25.82 with a total of 376,988 shares traded. Over the past week, the price has changed by +0.27%, over one month by +0.28%, over three months by +1.02% and over the past year by +3.71%.

Current recommended Stop Loss: 25.70 (which is 0.5% or 2.4 ATR below the current price).

Is CGSD a buy, sell or hold?

Capital Short Duration has no consensus analysts rating.