Capital Group European Growth and Income Fund (LUX) Z CHF/  LU0817812901  /

Fonds
NAV17.06.2024 Diff.+0,1800 Ertragstyp Ausrichtung Fondsgesellschaft
43,3700CHF +0,42% thesaurierend Aktien Europa Capital Int. M. Co. 
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 5,51 -4,99 5,66 -1,16 1,83 4,94 1,71 0,97 -
2014 -2,66 6,06 -0,59 0,59 3,34 -0,70 -1,64 1,13 3,64 -0,13 3,39 -0,60 +12,08%
2015 -5,80 6,56 -0,35 0,73 1,57 -2,97 4,66 -5,00 -3,60 6,46 2,75 -4,08 -0,13%
2016 -4,79 -5,80 2,51 2,69 2,99 -8,26 3,95 2,57 -1,60 -0,71 2,19 4,08 -1,17%
2017 -0,83 1,91 3,34 3,23 1,13 -1,53 3,53 -1,82 3,12 3,40 -1,46 1,34 +16,19%
2018 1,30 -2,48 -0,45 5,40 -5,15 0,20 2,53 -5,56 2,00 -4,74 -3,28 -5,95 -15,70%
2019 8,89 3,58 0,00 5,64 -7,02 3,34 -1,43 -3,57 3,34 3,41 3,04 1,59 +21,74%
2020 -2,26 -8,96 -18,61 4,24 4,57 2,32 -0,33 4,15 -1,80 -5,00 15,81 3,51 -6,25%
2021 -1,98 5,25 6,77 0,31 1,87 0,69 0,43 3,66 -1,97 1,71 -4,93 5,29 +17,75%
2022 0,59 -3,74 -0,81 -0,05 1,14 -11,18 3,45 -2,79 -7,82 9,40 6,75 -3,11 -9,54%
2023 5,31 0,56 -0,23 1,25 -3,78 2,46 0,51 -2,09 -0,65 -3,03 3,86 1,38 +5,29%
2024 1,97 3,24 6,52 0,11 3,01 -3,94 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,37% 9,14% 10,09% 14,52% 18,03%
Sharpe Ratio 2,36 1,86 0,67 -0,06 0,05
Bester Monat +6,52% +6,52% +6,52% +9,40% +15,81%
Schlechtester Monat -3,94% -3,94% -3,94% -11,18% -18,61%
Maximaler Verlust -6,03% -6,03% -7,84% -24,74% -39,13%
Outperformance -1,46% - -0,95% +4,29% -2,26%
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Group European Growth an... thesaurierend 42,3700 +10,37% +9,62%
Capital Group European Growth an... thesaurierend 37,7000 +9,56% +6,29%
Capital Group European Growth an... thesaurierend 33,3500 +11,02% +20,14%
Capital Group European Growth an... thesaurierend 51,6100 +11,23% +11,16%
Capital Group European Growth an... thesaurierend 54,0400 +13,96% +27,18%
Capital Group European Growth an... thesaurierend 45,6600 +12,71% +25,68%
Capital Group European Growth an... thesaurierend 58,0000 +12,03% +14,67%
Capital Group European Growth an... ausschüttend 29,2500 +12,27% +21,59%
Capital Group European Growth an... ausschüttend 24,7100 +11,04% +20,12%
Capital Group European Growth an... ausschüttend 31,3900 +10,39% +9,70%
Capital Group European Growth an... thesaurierend 43,3700 +10,38% +8,70%
Capital Group European Growth an... thesaurierend 38,3700 +11,87% +22,86%
Capital Group European Growth an... thesaurierend 48,7400 +11,20% +12,12%
Capital Gr.Eur.Grow.a.I.(LUX)A4 ... thesaurierend 44,5400 +10,82% +9,92%
Capital Group European Growth an... thesaurierend 46,6300 +13,54% +25,72%
Capital Group European Growth an... thesaurierend 39,4000 +12,28% +24,25%
Capital Gr.Eur.Grow.a.I.(LUX)Zd ... ausschüttend 29,8400 +13,12% +24,33%
Capital Gr.Eur.Grow.a.I.(LUX)Bh ... thesaurierend 50,5500 +12,56% +24,94%
Capital Gr.Eur.Grow.a.I.(LUX)Zd ... ausschüttend 32,0300 +11,22% +12,24%
Capital Group European Growth an... thesaurierend 50,1400 +11,75% -
Capital Group European Growth an... ausschüttend 35,3100 +12,27% -
Capital Group European Growth an... ausschüttend 37,9000 +10,39% -
Capital Group European Growth an... ausschüttend 47,3100 +13,96% +27,14%
Capital Group European Growth an... thesaurierend 45,7100 +13,28% +24,89%
Capital Group European Growth an... thesaurierend 49,0600 +11,35% -
Capital Group European Growth an... ausschüttend 26,4500 +13,09% +25,36%
Capital Group European Growth an... thesaurierend 35,6800 +13,05% +25,32%
Capital Group European Growth an... thesaurierend 58,0900 +13,39% +27,75%
Capital Group European Growth an... thesaurierend 49,7900 +11,44% +12,88%
Capital Group European Growth an... thesaurierend 46,3900 +13,37% +25,18%
Capital Group European Growth an... ausschüttend 44,5500 +11,48% +13,03%
Capital Group European Growth an... ausschüttend 41,5000 +13,37% +25,18%
Capital Group European Growth an... thesaurierend 39,9000 +13,32% +26,15%
Capital Group European Growth an... thesaurierend 39,4600 +12,39% -
Capital Group European Growth an... ausschüttend 28,5000 +10,38% +5,74%
Capital Group European Growth an... ausschüttend 25,2100 +11,85% +19,51%
Capital Group European Growth an... thesaurierend 39,8900 +9,65% +7,52%
Capital Group European Growth an... thesaurierend 48,1900 +11,81% +22,53%
Capital Group European Growth an... thesaurierend 65,8900 +12,08% +12,86%
Capital Group European Growth an... thesaurierend 37,1600 +11,56% +19,22%
Capital Group European Growth an... ausschüttend 31,0500 +9,69% +0,53%
Capital Group European Growth an... ausschüttend 31,0000 +12,28% +13,92%
Capital Group European Growth an... ausschüttend 39,4700 +12,56% +17,09%
Capital Group European Growth an... ausschüttend 39,6300 +10,62% +6,23%
Capital Group European Growth an... ausschüttend 35,0600 +12,09% +20,09%
Capital Group European Growth an... thesaurierend 39,1900 +12,10% +23,67%
Capital Group European Growth an... thesaurierend 67,3100 +12,33% +13,64%
Capital Group European Growth an... thesaurierend 44,3000 +10,64% +9,44%
Capital Group European Growth an... thesaurierend 45,4100 +13,10% +24,34%
Capital Group European Growth an... thesaurierend 39,4700 +12,26% +21,56%

Performance

lfd. Jahr  
+11,09%
6 Monate  
+9,80%
1 Jahr  
+10,38%
3 Jahre  
+8,70%
5 Jahre  
+25,17%
10 Jahre  
+43,09%
seit Beginn  
+75,80%
Jahr
2023  
+5,29%
2022
  -9,54%
2021  
+17,75%
2020
  -6,25%
2019  
+21,74%
2018
  -15,70%
2017  
+16,19%
2016
  -1,17%
2015
  -0,13%