CGSD ETF Analysis: Capital Short Duration | NYSE

Short-Term Bond | NYSE, USA | Market Cap: 2.375m USD | 12M Return: 3.5% | Charts, Fundamentals & Technical Analysis

Short-Term Bonds, Debt Securities, Money Market, Investment Grade
Total Rating 46
Safety 61
Buy Signal -0.12
Short-Term Bond
Category Rotation: -1.4
TER: 0.25%
AUM: 2.38B
Avg Turnover: 11.1M
Risk 3d forecast
Volatility1.65%
VaR 5th Pctl0.29%
VaR vs Median-2.10%
Reward TTM
Sharpe Ratio-0.53
Rel. Str. IBD32.8
Rel. Str. Peer Group57.5
Character TTM
Beta0.010
Beta Downside-0.031
Hurst Exponent0.498
Drawdowns 3y
Max DD1.11%
CAGR/Max DD4.77
CAGR/Mean DD32.14

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3.7 years of data

Jan -0.0% 12
Feb +0.1% 13
Mar -0.2% 13
Apr -0.1% 13
May -0.1% 13
Jun -0.0% 11
Jul +0.1% 0
Aug +0.3% 33
Sep +0.1% 0
Oct -0.1% 36
Nov +0.1% 12
Dec +0.0% 11

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: CGSD Capital Short Duration

Capital Group Short Duration Income ETF (CGSD) is a passively managed ETF that invests primarily in investment-grade bonds, other debt securities, and money market instruments. To be included, securities must carry a rating of BBB- (Baa3) or higher from a Nationally Recognized Statistical Rating Organization (NRSRO), or be deemed equivalent in quality by the adviser. The fund maintains a short average portfolio duration-generally under two years but capped at three years-designed to limit sensitivity to interest-rate movements, a defining feature of short-duration fixed-income ETFs. Unlike most ETFs, CGSD is structured as a non-diversified fund, meaning it may hold larger concentrated positions in fewer issuers than a diversified fund would.

Headlines to Watch Out For
  • Fed rate cuts compress short-duration bond yields
  • Investor flows rotate from ultra-short to short-duration funds
  • Credit spreads tighten as BBB-rated holdings benefit from stable economy
  • Competition intensifies from iShares and Vanguard short-term bond rivals
What is the price of CGSD shares?

As of July 28, 2026, the stock is trading at USD 25.70 with a total of 305,271 shares traded. Over the past week, the price has changed by -0.14%, over one month by -0.23%, over three months by +0.15% and over the past year by +3.52%.

Current recommended Stop Loss: 25.60 (which is 0.4% or 2.5 ATR below the current price).

Is CGSD a buy, sell or hold?

Capital Short Duration has no consensus analysts rating.