CGSD
+0.06 · +0.25%
$26.05 · NYSE ARCA

Capital Group Short Duration Income ETF (CGSD) ETF Analysis | Short-Term Bond

Capital Group · USA
AUM:$2.0B
#– of – in Short-Term Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is CGSD?

The fund will invest primarily in bonds (bonds include any debt instrument and cash equivalents, and may be represented by derivatives). It maintains a portfolio of bonds, other debt securities and money market instruments consisting primarily of debt securities rated BBB" or Baa3 or better by NRSRO designated by the adviser or unrated but determined to be of equivalent quality by the adviser.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
CGSD returned 5.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 36.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$2.0B
Expense Ratio0.25%
Dividend Yield4.47%
Holdings2
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderCapital Group
Beta0.27
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

How would CGSD affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.0%
1Y
+1.4%
3Y
+15.1%
5Y
+18.8%
OpenBook InsightIf you had invested £10,000 in CGSD 5 years ago, it would have grown to £11,883 — a gain of £1,883.

Annual Returns

Calendar year performance

CGSD delivered positive returns in 4 of the last 5 calendar years.
YearCGSD
2026 YTD-0.1%
2025+6.2%
2024+5.4%
2023+4.9%
2022+1.3%
CAGR 4yr+4.4%
4/5 positive yearsAvg return: +3.5%Worst year: -0.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.0%
Low
Momentum
-0.1%
30-day change
Support Level
25.65
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.