Capital Group European Growth and Income Fund (LUX) Z GBP/ LU0817813115 /
| NAV10.06.2024 | Diff.-0.1900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 39.1600GBP | -0.48% | thesaurierend | Aktien Europa | Capital Int. M. Co. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | 4.83 | -3.93 | 7.49 | -3.16 | 0.56 | 5.42 | 0.11 | 1.17 | - |
| 2014 | -3.87 | 7.46 | -0.41 | -0.36 | 2.15 | -1.70 | -2.75 | 2.20 | 1.43 | 0.56 | 5.37 | -2.62 | +7.07% |
| 2015 | 4.11 | 1.69 | 1.20 | 0.37 | 2.59 | -5.19 | 2.38 | -4.34 | -3.05 | 3.69 | 0.71 | 0.52 | +4.25% |
| 2016 | -3.61 | -0.97 | 3.39 | 0.52 | -0.05 | 1.51 | 6.38 | 2.01 | 0.43 | 4.02 | -2.92 | 4.70 | +15.99% |
| 2017 | 0.89 | 1.00 | 3.45 | 0.35 | 4.01 | -1.03 | 1.00 | 0.51 | -1.28 | 1.30 | -1.87 | 2.50 | +11.20% |
| 2018 | 0.84 | -0.87 | -3.49 | 3.58 | -1.20 | 0.44 | 3.12 | -2.31 | 0.18 | -5.38 | -2.15 | -4.47 | -11.49% |
| 2019 | 4.60 | 2.08 | 2.08 | 3.09 | -2.41 | 5.55 | 1.03 | -3.16 | 1.42 | -0.68 | 1.80 | 2.48 | +18.98% |
| 2020 | -1.48 | -6.38 | -15.80 | 2.53 | 7.03 | 3.48 | -2.23 | 3.32 | -0.31 | -4.98 | 13.58 | 3.57 | -0.73% |
| 2021 | -2.78 | 1.36 | 3.88 | 3.60 | 0.66 | 0.42 | 2.08 | 3.69 | -1.72 | 1.93 | -2.42 | 4.20 | +15.58% |
| 2022 | -0.42 | -2.51 | 0.56 | -0.83 | 2.36 | -7.62 | 3.71 | -0.76 | -5.01 | 4.98 | 7.50 | -1.16 | -0.18% |
| 2023 | 4.31 | 0.17 | 0.14 | 1.73 | -4.59 | 2.11 | 2.09 | -2.05 | -0.47 | -2.04 | 3.88 | 4.51 | +9.77% |
| 2024 | -0.03 | 1.13 | 4.48 | -0.78 | 2.91 | -0.28 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.30% | 7.99% | 9.40% | 12.34% | 15.76% |
| Sharpe Ratio | 1.72 | 2.31 | 1.08 | 0.35 | 0.21 |
| Bester Monat | +4.51% | +4.51% | +4.51% | +7.50% | +13.58% |
| Schlechtester Monat | -0.78% | -0.78% | -2.05% | -7.62% | -15.80% |
| Maximaler Verlust | -2.86% | -2.86% | -5.58% | -14.26% | -31.29% |
| Outperformance | -2.81% | - | -2.64% | +3.00% | -4.93% |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Capital Group European Growth an... | thesaurierend | 43.3400 | +15.02% | +10.96% | |
| Capital Group European Growth an... | thesaurierend | 38.8600 | +13.49% | +11.16% | |
| Capital Group European Growth an... | thesaurierend | 34.0500 | +13.05% | +23.50% | |
| Capital Group European Growth an... | thesaurierend | 53.1900 | +15.20% | +16.26% | |
| Capital Group European Growth an... | thesaurierend | 55.1100 | +16.71% | +31.25% | |
| Capital Group European Growth an... | thesaurierend | 46.6000 | +14.75% | +29.19% | |
| Capital Group European Growth an... | thesaurierend | 59.3200 | +16.75% | +16.06% | |
| Capital Group European Growth an... | ausschüttend | 29.8400 | +15.01% | +25.45% | |
| Capital Group European Growth an... | ausschüttend | 25.2300 | +13.03% | +23.54% | |
| Capital Group European Growth an... | ausschüttend | 32.1200 | +15.05% | +11.06% | |
| Capital Group European Growth an... | thesaurierend | 44.7000 | +14.35% | +13.68% | |
| Capital Group European Growth an... | thesaurierend | 39.1600 | +13.87% | +26.28% | |
| Capital Group European Growth an... | thesaurierend | 49.8600 | +15.90% | +13.50% | |
| Capital Gr.Eur.Grow.a.I.(LUX)A4 ... | thesaurierend | 45.9000 | +14.78% | +14.95% | |
| Capital Group European Growth an... | thesaurierend | 47.5700 | +16.31% | +29.76% | |
| Capital Group European Growth an... | thesaurierend | 40.2200 | +14.33% | +27.72% | |
| Capital Gr.Eur.Grow.a.I.(LUX)Zd ... | ausschüttend | 30.4400 | +15.86% | +28.34% | |
| Capital Gr.Eur.Grow.a.I.(LUX)Bh ... | thesaurierend | 51.6300 | +15.35% | +28.98% | |
| Capital Gr.Eur.Grow.a.I.(LUX)Zd ... | ausschüttend | 32.7600 | +15.89% | +13.60% | |
| Capital Group European Growth an... | thesaurierend | 51.2800 | +16.44% | - | |
| Capital Group European Growth an... | ausschüttend | 36.0300 | +15.02% | - | |
| Capital Group European Growth an... | ausschüttend | 38.7700 | +15.01% | - | |
| Capital Group European Growth an... | ausschüttend | 48.2600 | +16.74% | +31.26% | |
| Capital Group European Growth an... | thesaurierend | 46.6300 | +16.02% | +28.92% | |
| Capital Group European Growth an... | thesaurierend | 50.1800 | +16.05% | - | |
| Capital Group European Growth an... | ausschüttend | 27.0100 | +15.82% | +29.43% | |
| Capital Group European Growth an... | thesaurierend | 36.4300 | +15.80% | +29.37% | |
| Capital Group European Growth an... | thesaurierend | 59.3200 | +16.22% | +31.88% | |
| Capital Group European Growth an... | thesaurierend | 50.9300 | +16.15% | +14.27% | |
| Capital Group European Growth an... | thesaurierend | 47.3200 | +16.12% | +29.22% | |
| Capital Group European Growth an... | ausschüttend | 45.5600 | +16.16% | +14.38% | |
| Capital Group European Growth an... | ausschüttend | 42.3300 | +16.10% | +29.20% | |
| Capital Group European Growth an... | thesaurierend | 40.7400 | +16.04% | +30.24% | |
| Capital Group European Growth an... | thesaurierend | 40.2800 | +14.43% | - | |
| Capital Group European Growth an... | ausschüttend | 29.3800 | +14.34% | +10.63% | |
| Capital Group European Growth an... | ausschüttend | 25.7400 | +13.91% | +22.90% | |
| Capital Group European Growth an... | thesaurierend | 40.8100 | +14.28% | +8.80% | |
| Capital Group European Growth an... | thesaurierend | 49.2200 | +14.60% | +26.46% | |
| Capital Group European Growth an... | thesaurierend | 67.4300 | +16.64% | +15.94% | |
| Capital Group European Growth an... | thesaurierend | 37.9200 | +14.25% | +23.04% | |
| Capital Group European Growth an... | ausschüttend | 31.7700 | +14.32% | +1.78% | |
| Capital Group European Growth an... | ausschüttend | 31.6300 | +15.00% | +17.58% | |
| Capital Group European Growth an... | ausschüttend | 40.3000 | +15.34% | +20.83% | |
| Capital Group European Growth an... | ausschüttend | 40.8500 | +14.58% | +11.11% | |
| Capital Group European Growth an... | ausschüttend | 35.7900 | +14.15% | +23.46% | |
| Capital Group European Growth an... | thesaurierend | 40.0100 | +14.15% | +27.18% | |
| Capital Group European Growth an... | thesaurierend | 68.8800 | +16.90% | +16.73% | |
| Capital Group European Growth an... | thesaurierend | 45.6600 | +14.61% | +14.44% | |
| Capital Group European Growth an... | thesaurierend | 46.3200 | +15.86% | +28.35% | |
| Capital Group European Growth an... | thesaurierend | 40.2700 | +14.99% | +25.49% |
Performance
| lfd. Jahr | +7.55% | ||
|---|---|---|---|
| 6 Monate | +10.47% | ||
| 1 Jahr | +13.87% | ||
| 3 Jahre | +26.28% | ||
| 5 Jahre | +40.66% | ||
| 10 Jahre | +93.38% | ||
| seit Beginn | +132.27% | ||
| Jahr | |||
| 2023 | +9.77% | ||
| 2022 | -0.18% | ||
| 2021 | +15.58% | ||
| 2020 | -0.73% | ||
| 2019 | +18.98% | ||
| 2018 | -11.49% | ||
| 2017 | +11.20% | ||
| 2016 | +15.99% | ||
| 2015 | +4.25% | ||
