Capital Group World Growth and Income (LUX) C JPY/ LU1991130466 /
| NAV06.06.2024 | Diff.-4.0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 2'517.0000JPY | -0.16% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
| Jan | 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 | 0.36 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.94% | 12.18% | 12.54% | 16.21% | -% |
| Sharpe Ratio | 4.60 | 4.03 | 2.60 | 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 | 14.0600 | +19.35% | +12.66% | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | thesaurierend | 13.8400 | +18.29% | +23.57% | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | ausschüttend | 13.5600 | +18.30% | +23.49% | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | ausschüttend | 14.7700 | +20.60% | +10.35% | |
| Capital Group World Growth and I... | thesaurierend | 14.3400 | +19.20% | +26.34% | |
| Capital Group World Growth and I... | thesaurierend | 15.9200 | +21.99% | +14.20% | |
| Capital Group World Growth and I... | ausschüttend | 13.0000 | +18.33% | - | |
| Capital Group World Growth and I... | ausschüttend | 14.1600 | +20.53% | - | |
| Capital Group World Growth and I... | thesaurierend | 14.8500 | +20.15% | +29.24% | |
| Capital Group World Growth and I... | thesaurierend | 16.1800 | +22.39% | +15.41% | |
| Capital Group World Growth and I... | ausschüttend | 13.7700 | +20.13% | +29.22% | |
| Capital Group World Growth and I... | ausschüttend | 13.6300 | +19.21% | +26.28% | |
| Capital Group World Growth and I... | ausschüttend | 14.8400 | +21.42% | +12.83% | |
| Capital Group World Growth and I... | ausschüttend | 13.0000 | +19.18% | +26.33% | |
| Capital Group World Growth and I... | ausschüttend | 14.1600 | +21.44% | +12.85% | |
| Capital Group World Growth and I... | thesaurierend | 15.8000 | +21.73% | - | |
| Capital Group World Growth and I... | thesaurierend | 14.5100 | +19.52% | +27.17% | |
| Capital Group World Growth and I... | ausschüttend | 14.9200 | +21.74% | - | |
| Capital Group World Growth and I... | ausschüttend | 13.7000 | +19.55% | - | |
| Capital Group World Growth and I... | ausschüttend | 13.2800 | +19.37% | - | |
| Capital Group World Growth and I... | ausschüttend | 11.0700 | +17.99% | +25.07% | |
| Capital Group World Growth and I... | thesaurierend | 13.4200 | +18.24% | +9.46% | |
| Capital Group World Growth and I... | thesaurierend | 14.3900 | +19.92% | +14.39% | |
| Capital Group World Growth and I... | thesaurierend | 13.9000 | +19.11% | +11.92% | |
| Capital Group World Growth and I... | thesaurierend | 12.4500 | +18.57% | +26.65% | |
| Capital Group World Growth and I... | thesaurierend | 2'517.0000 | +36.35% | +64.40% | |
| Capital Group World Growth and I... | ausschüttend | 2'321.0000 | +36.26% | +64.26% | |
| Capital Group World Growth and I... | ausschüttend | 11.5500 | +17.12% | +22.38% | |
| Capital Group World Growth and I... | thesaurierend | 12.6500 | +18.89% | +28.04% | |
| Capital Group World Growth and I... | thesaurierend | 12.2100 | +17.97% | +25.10% | |
| Capital Group World Growth and I... | ausschüttend | 11.6100 | +18.06% | +25.19% | |
| Capital Group World Growth and I... | ausschüttend | 11.6600 | +18.21% | - | |
| Capital Group World Growth and I... | thesaurierend | 12.3500 | +18.18% | - | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | thesaurierend | 15.0700 | +20.46% | +10.32% | |
| Capital Group World Growth and I... | thesaurierend | 15.6200 | +21.46% | +12.86% |
Performance
| lfd. Jahr | +21.83% | ||
|---|---|---|---|
| 6 Monate | +23.56% | ||
| 1 Jahr | +36.35% | ||
| 3 Jahre | +64.40% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +133.27% | ||
| Jahr | |||
| 2023 | +30.35% | ||
| 2022 | -5.54% | ||
| 2021 | +28.39% | ||
| 2020 | +9.74% | ||
