TY vs CGIE

Comparison between Tri-Continental Corp (TY, ETF) and CAPITAL GROUP INTERNATIONAL EQUITY ETF SHARE CLASS (CGIE, ETF).

TY vs CGIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	CGIE(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	N/A	0.54%
Max Drawdown	78.22%	14.06%
Sharpe Ratio	1.89	0.53
5Y Beta	0.72	0.76
5Y Dividends CAGR	14.97%	N/A

Net Assets

$2.10B

Winner

CGIE

$2.20B

Expense Ratio

N/A

CGIE

0.54%

Max Drawdown

78.22%

Winner

CGIE

14.06%

Sharpe Ratio

Winner

1.89

CGIE

0.53

5Y Beta

Winner

0.72

CGIE

0.76

5Y Dividends CAGR

14.97%

CGIE

N/A

TY vs CGIE - Historical Returns

Returns include dividend reinvestment.

Period	TY	CGIE
1 month	+1.89%	-1.04%
3 months	+9.43%	+3.34%
6 months	+9.22%	+5.45%
1 year	+24.53%	+11.36%
5 years(CAGR)	+10.46%	N/A
10 years(CAGR)	+14.09%	N/A
Max(CAGR)	+6.08%	+15.72%

Winner

+1.89%

CGIE

-1.04%

Winner

+9.43%

CGIE

+3.34%

Winner

+9.22%

CGIE

+5.45%

Winner

+24.53%

CGIE

+11.36%

5Y(CAGR)

+10.46%

CGIE

N/A

10Y(CAGR)

+14.09%

CGIE

N/A

Max(CAGR)

+6.08%

Winner

CGIE

+15.72%

TY vs CGIE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	CGIE
2026	+8.12%	+2.10%
2025	+17.62%	+28.29%
2024	+22.64%	+2.23%
2023	+17.19%	+11.14%
2022	-16.33%	N/A
2021	+31.10%	N/A
2020	+12.05%	N/A
2019	+28.15%	N/A
2018	-5.84%	N/A
2017	+27.70%	N/A
2016	+16.71%	N/A
2015	-2.05%	N/A
2014	+11.95%	N/A
2013	+26.03%	N/A
2012	+15.67%	N/A
2011	+4.25%	N/A
2010	+20.29%	N/A
2009	+16.94%	N/A
2008	-44.86%	N/A
2007	+3.50%	N/A
2006	+20.29%	N/A
2005	+4.01%	N/A
2004	+12.95%	N/A
2003	+21.39%	N/A
2002	-28.57%	N/A
2001	-3.49%	N/A
2000	-21.17%	N/A
1999	-8.03%	N/A

TY vs CGIE Drawdown Comparison

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The maximum drawdown for CGIE was -13.82%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.

The current TY drawdown is -1.07%. The current CGIE drawdown is -2.73%.

Rank	TY	CGIE
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-13.82% Sep 26, 2024 - Apr 30, 2025
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-11.94% Feb 26, 2026 - Mar 27, 2026
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-7.21% Jul 12, 2024 - Aug 21, 2024
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-5.60% Nov 12, 2025 - Dec 23, 2025
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-5.55% Mar 13, 2024 - May 14, 2024
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-5.34% Oct 11, 2023 - Nov 10, 2023
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-4.67% Jul 23, 2025 - Aug 22, 2025
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-4.58% Jan 27, 2026 - Feb 25, 2026
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-4.25% Aug 30, 2024 - Sep 19, 2024
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-3.53% Oct 6, 2025 - Oct 27, 2025
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-3.22% Dec 27, 2023 - Feb 1, 2024
#12	-6.25% May 3, 2019 - Jun 20, 2019	-2.97% Jun 12, 2025 - Jun 27, 2025
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-2.91% Jun 6, 2024 - Jul 11, 2024
#14	-5.06% Mar 28, 2024 - May 20, 2024	-2.80% Aug 22, 2025 - Sep 11, 2025
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-2.50% May 20, 2024 - Jun 5, 2024

Correlation

Correlation between TY and CGIE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

TY vs CGIE dividend yield comparison.

Year	TY	CGIE
2026	0.81%	0.00%
2025	11.97%	1.17%
2024	10.61%	1.27%
2023	4.36%	0.19%
2022	8.71%	0.00%
2021	14.13%	0.00%
2020	6.25%	0.00%
2019	6.86%	0.00%
2018	8.13%	0.00%
2017	4.69%	0.00%
2016	4.12%	0.00%
2015	4.05%	0.00%
2014	3.51%	0.00%
2013	3.38%	0.00%
2012	3.74%	0.00%
2011	1.93%	0.00%
2010	1.81%	0.00%
2009	3.32%	0.00%
2008	21.44%	0.00%
2007	11.69%	0.00%
2006	1.25%	0.00%
2005	1.29%	0.00%
2004	1.26%	0.00%
2003	1.04%	0.00%
2002	1.96%	0.00%
2001	7.43%	0.00%
2000	1.56%	0.00%
1999	0.43%	0.00%