Capital Group World Growth and Income (LUX) C JPY/  LU1991130466  /

Fonds
NAV13.06.2024 Diff.+2,0000 Ertragstyp Ausrichtung Fondsgesellschaft
2.541,0000JPY +0,08% thesaurierend Aktien weltweit Capital Int. M. Co. 
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - 2,86 3,95 2,76 -
2020 -1,85 -7,87 -12,81 9,37 4,87 3,53 2,69 5,15 -3,49 -2,84 11,78 3,57 +9,74%
2021 1,38 3,70 6,48 2,26 2,41 1,44 -1,22 2,54 -2,86 7,06 -3,67 6,40 +28,39%
2022 -4,95 -3,39 6,81 -1,76 1,42 -5,00 3,40 0,62 -4,75 9,26 -0,36 -5,71 -5,54%
2023 6,06 0,77 0,65 4,22 1,01 9,36 1,78 -0,40 -1,66 -0,61 5,96 0,24 +30,35%
2024 5,03 5,90 4,57 1,12 3,21 1,32 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,73% 11,56% 12,52% 16,21% -%
Sharpe Ratio 4,71 4,33 2,45 0,88 -
Bester Monat +5,90% +5,90% +9,36% +9,36% +11,78%
Schlechtester Monat +0,24% +0,24% -1,66% -5,71% -12,81%
Maximaler Verlust -3,50% -3,50% -5,82% -15,12% -
Outperformance - - - - -
 
Alle Kurse in JPY

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Gr.Wld.Gr.and Inc.(LUX)Z... thesaurierend 14,1200 +17,86% +12,33%
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 14,0300 +18,80% +23,94%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 13,7400 +18,74% +23,80%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 14,7700 +18,29% +9,79%
Capital Group World Growth and I... thesaurierend 14,5400 +19,67% +26,77%
Capital Group World Growth and I... thesaurierend 15,9200 +19,61% +13,71%
Capital Group World Growth and I... ausschüttend 13,1800 +18,81% -
Capital Group World Growth and I... ausschüttend 14,1600 +18,27% -
Capital Group World Growth and I... thesaurierend 15,0600 +20,58% +29,60%
Capital Group World Growth and I... thesaurierend 16,1800 +20,03% +14,91%
Capital Group World Growth and I... ausschüttend 13,9600 +20,56% +29,64%
Capital Group World Growth and I... ausschüttend 13,8200 +19,73% +26,69%
Capital Group World Growth and I... ausschüttend 14,8400 +19,11% +12,26%
Capital Group World Growth and I... ausschüttend 13,1800 +19,65% +26,70%
Capital Group World Growth and I... ausschüttend 14,1600 +19,14% +12,27%
Capital Group World Growth and I... thesaurierend 15,8000 +19,43% -
Capital Group World Growth and I... thesaurierend 14,7100 +19,98% +27,58%
Capital Group World Growth and I... ausschüttend 14,9200 +19,43% -
Capital Group World Growth and I... ausschüttend 13,8900 +19,97% -
Capital Group World Growth and I... ausschüttend 13,3400 +17,93% -
Capital Group World Growth and I... ausschüttend 11,0900 +17,71% +24,12%
Capital Group World Growth and I... thesaurierend 13,4700 +16,72% +9,07%
Capital Group World Growth and I... thesaurierend 14,4600 +18,52% +14,13%
Capital Group World Growth and I... thesaurierend 13,9600 +17,61% +11,59%
Capital Group World Growth and I... thesaurierend 12,4700 +18,20% +25,58%
Capital Group World Growth and I... thesaurierend 2.541,0000 +34,44% +63,94%
Capital Group World Growth and I... ausschüttend 2.343,0000 +34,46% +63,86%
Capital Group World Growth and I... ausschüttend 11,5700 +16,85% +21,33%
Capital Group World Growth and I... thesaurierend 12,6700 +18,52% +26,95%
Capital Group World Growth and I... thesaurierend 12,2400 +17,69% +24,14%
Capital Group World Growth and I... ausschüttend 11,6300 +17,67% +24,12%
Capital Group World Growth and I... ausschüttend 11,6900 +17,93% -
Capital Group World Growth and I... thesaurierend 12,3800 +18,02% -
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 15,0700 +18,20% +9,76%
Capital Group World Growth and I... thesaurierend 15,6200 +19,15% +12,29%

Performance

lfd. Jahr  
+22,99%
6 Monate  
+23,95%
1 Jahr  
+34,44%
3 Jahre  
+63,94%
5 Jahre     -
10 Jahre     -
seit Beginn  
+135,50%
Jahr
2023  
+30,35%
2022
  -5,54%
2021  
+28,39%
2020  
+9,74%