Why is CGBL measured against ETFIQ Strategic 60?

CGBL holds 60.5% of its net assets in stocks, counted through the funds it holds, so it sits in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is the benchmark for that band.

What does ETFIQ Strategic 60 hold?

60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a published rule, not a fund, and ETFIQ takes no payment from any fund company.

Why are the benchmark’s returns hypothetical?

Its rule was frozen on a stated date. Returns before it apply today’s rule and funds to earlier prices; the fund’s own returns are its market price with distributions reinvested. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias.

ETF Model Portfolios · CGBL · Moderate band

CGBL against the ETFIQ Strategic 60 benchmark

Capital Group Core Balanced ETF holds 60.5% of its net assets in stocks, counted through the funds it holds, which places it in the moderate band. Its matched benchmark is ETFIQ Strategic, 60% stocks, a written rule, not a fund.

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In the year to Sep 30, 2026, CGBL returned +7.97%, 0.96 points behind the ETFIQ Strategic 60 benchmark’s hypothetical +8.93%.

One sentence, recomputed every trading night. A benchmark is a rule, not a recommendation.

Growth of $10,000

1Y3YAll

Trailing ranges end on Sep 30, 2026, All on Oct 7, 2026. CGBL’s line is its own market-price total return; the benchmark’s is dashed and shaded where hypothetical, before Oct 5, 2026. The largest drawdown of CGBL is shaded where the comparison dates it. Computed by ETFIQ from Tiingo daily prices. Not published: the 5Y range, the comparison carries no such window; the 10Y range, the comparison carries no such window.

CGBLStrategic 60, the benchmarkHypothetical

Value of $10,000 at six points from Sep 30, 2025 to Sep 30, 2026; the same numbers as the chart. CGBL is its market-price total return; the benchmark is hypothetical.
Value on	Sep 30, 2025	Dec 10, 2025	Feb 24, 2026	May 7, 2026	Jul 21, 2026	Sep 30, 2026
CGBL	$10,000	$10,245	$10,588	$10,784	$10,935	$10,797
Reference	$10,000	$10,223	$10,578	$10,814	$10,918	$10,893

CGBLStrategic 60, the benchmarkHypotheticalLargest drawdown −11.66%, Feb 6, 2025 to Apr 8, 2025

Value of $10,000 at six points from Sep 29, 2023 to Sep 30, 2026; the same numbers as the chart. CGBL is its market-price total return; the benchmark is hypothetical.
Value on	Sep 29, 2023	May 6, 2024	Dec 10, 2024	Jul 21, 2025	Feb 25, 2026	Sep 30, 2026
CGBL	$10,000	$11,579	$13,002	$13,961	$15,360	$15,603
Reference	$10,000	$11,328	$12,377	$13,090	$14,571	$14,933

CGBLStrategic 60, the benchmarkHypothetical

Value of $10,000 at six points from Sep 28, 2023 to Oct 7, 2026; the same numbers as the chart. CGBL is its market-price total return; the benchmark is hypothetical.
Value on	Sep 28, 2023	May 7, 2024	Dec 11, 2024	Jul 24, 2025	Mar 2, 2026	Oct 7, 2026
CGBL	$10,000	$11,584	$13,074	$14,003	$15,237	$15,729
Reference	$10,000	$11,317	$12,398	$13,150	$14,424	$15,013

CGBL and Strategic 60 by window

Window	From	To	CGBL	Strategic 60	Difference, points	Side
Year to date	Dec 31, 2025	Oct 7, 2026	+6.50%	+7.28%*	−0.78	CGBL behind
1 year	Sep 30, 2025	Sep 30, 2026	+7.97%	+8.93%*	−0.96	CGBL behind
3 years, a year	Sep 29, 2023	Sep 30, 2026	+15.99%	+14.30%*	+1.69	CGBL ahead
5 years, a year	not published	not published	not published	not published	not published	not published
10 years, a year	not published	not published	not published	not published	not published	not published
Since Sep 28, 2023, a year	Sep 29, 2023	Sep 30, 2026	+15.99%	+14.30%*	+1.69	CGBL ahead

CGBL’s own market-price total return beside Strategic 60 over the same closes; YTD and 1 year as total returns, the longer windows a year over whole months. The difference is the two printed figures subtracted, in percentage points. *Hypothetical as a whole: the benchmark’s window begins before its tracked date, Oct 5, 2026. Data sourced by Tiingo.

Fees

Portfolio	Fee	A year	On $10,000	As of
CGBL	Expense ratio, from its prospectus	0.33%	$33	Feb 27, 2026
Strategic 60	Weighted fund fee, inside its returns	0.05%	$5	Oct 7, 2026

Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.

Risk over 3 years

Figure	CGBL	Strategic 60
Volatility, a year	9.35%	8.59%
Largest drawdown, on daily values	−11.66%	−9.76%
Beta to the benchmark	1.04	measured against itself
Correlation	0.96	measured against itself
Tracking error, a year	2.70%	measured against itself
Up capture	1.06	measured against itself
Down capture	0.95	measured against itself

From monthly returns, Sep 29, 2023 to Sep 30, 2026, 36 months; the drawdown on daily values. Beta, correlation, tracking error and captures measure the fund against the benchmark.

How a benchmark is published

A written rule over broad, low-cost ETFs, frozen on Oct 3, 2026, with its weights, calendar and returns on its own page. Figures before Oct 5, 2026 are hypothetical: today’s rule and funds applied to earlier prices. Total returns are market price with distributions reinvested, net of each fund’s own fees, with nothing else deducted. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. Methodology v1.3 →

Where to next

CGBL fund page→The Strategic 60 benchmark→Every benchmark at 60% stocks→Every model, side by side→How the benchmarks are built→

Questions people ask about CGBL and its benchmark

Why is CGBL measured against ETFIQ Strategic 60?: CGBL holds 60.5% of its net assets in stocks, counted through the funds it holds, so it sits in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is the benchmark for that band.
What does ETFIQ Strategic 60 hold?: 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a published rule, not a fund, and ETFIQ takes no payment from any fund company.
Why are the benchmark’s returns hypothetical?: Its rule was frozen on a stated date. Returns before it apply today’s rule and funds to earlier prices; the fund’s own returns are its market price with distributions reinvested. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias.

Cite this page

ETFIQ, CGBL vs the ETFIQ Strategic 60 benchmark, data as of Oct 7, 2026. https://etfiq.com/models/compare/cgbl/

Open data →

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data. Figures before Oct 5, 2026 are hypothetical.

Sources and credit

Prices and distributions, every fund the benchmarks holdData sourced by Tiingo · end of day · Oct 7, 2026 The risk-free rate, for the Sharpe ratioU.S. Treasury daily bill rates CGBL’s page, with its prospectus and feeCGBL’s page, with its prospectus and fee CGBL’s prospectus filing, for its expense ratioCGBL’s prospectus filing, for its expense ratio

Computed by ETFIQ from Tiingo daily prices. Data sourced by Tiingo.