DetailsChartProfilRisikomatrixNachrichtenDokumente

Capital Group European Growth and Income Fund (LUX) Z GBP/  LU0817813115  /

Fonds
NAV07.06.2024 Diff.-0,2400 Ertragstyp Ausrichtung Fondsgesellschaft
39,3500GBP -0,61% thesaurierend Aktien Europa Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz 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 0,20 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,29% 7,98% 9,38% 12,32% 15,76%
Sharpe Ratio 1,93 2,69 1,17 0,37 0,23
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 43,5300 +16,48% +11,50%
Capital Group European Growth an... thesaurierend 39,0300 +14,69% +11,45%
Capital Group European Growth an... thesaurierend 34,2200 +13,84% +24,35%
Capital Group European Growth an... thesaurierend 53,4200 +16,46% +16,59%
Capital Group European Growth an... thesaurierend 55,1500 +17,09% +31,69%
Capital Group European Growth an... thesaurierend 46,8200 +15,55% +30,02%
Capital Group European Growth an... thesaurierend 59,5700 +18,26% +16,64%
Capital Group European Growth an... ausschüttend 29,8600 +15,34% +25,88%
Capital Group European Growth an... ausschüttend 25,3500 +13,82% +24,30%
Capital Group European Growth an... ausschüttend 32,2500 +16,49% +11,58%
Capital Group European Growth an... thesaurierend 44,9000 +15,57% +13,99%
Capital Group European Growth an... thesaurierend 39,3500 +14,69% +27,14%
Capital Group European Growth an... thesaurierend 50,0700 +17,37% +14,05%
Capital Gr.Eur.Grow.a.I.(LUX)A4 ... thesaurierend 46,1000 +16,03% +15,25%
Capital Group European Growth an... thesaurierend 47,6000 +16,67% +30,20%
Capital Group European Growth an... thesaurierend 40,4100 +15,13% +28,57%
Capital Gr.Eur.Grow.a.I.(LUX)Zd ... ausschüttend 30,4600 +16,24% +28,78%
Capital Gr.Eur.Grow.a.I.(LUX)Bh ... thesaurierend 51,7900 +15,97% +29,57%
Capital Gr.Eur.Grow.a.I.(LUX)Zd ... ausschüttend 32,9000 +17,39% +14,16%
Capital Group European Growth an... thesaurierend 51,4900 +17,93% -
Capital Group European Growth an... ausschüttend 36,0500 +15,33% -
Capital Group European Growth an... ausschüttend 38,9400 +16,51% -
Capital Group European Growth an... ausschüttend 48,2900 +17,11% +31,69%
Capital Group European Growth an... thesaurierend 46,6600 +16,39% +29,36%
Capital Group European Growth an... thesaurierend 50,4000 +17,56% -
Capital Group European Growth an... ausschüttend 27,0900 +16,45% +30,03%
Capital Group European Growth an... thesaurierend 36,5500 +16,44% +30,02%
Capital Group European Growth an... thesaurierend 59,5000 +16,85% +32,52%
Capital Group European Growth an... thesaurierend 51,1400 +17,62% +14,82%
Capital Group European Growth an... thesaurierend 47,3500 +16,48% +29,62%
Capital Group European Growth an... ausschüttend 45,7500 +17,66% +14,93%
Capital Group European Growth an... ausschüttend 42,3600 +16,49% +29,62%
Capital Group European Growth an... thesaurierend 40,8700 +16,67% +30,87%
Capital Group European Growth an... thesaurierend 40,4700 +15,23% -
Capital Group European Growth an... ausschüttend 29,5000 +15,55% +10,88%
Capital Group European Growth an... ausschüttend 25,8600 +14,69% +23,69%
Capital Group European Growth an... thesaurierend 40,9900 +15,73% +9,34%
Capital Group European Growth an... thesaurierend 49,3800 +15,21% +27,07%
Capital Group European Growth an... thesaurierend 67,6800 +17,58% +16,59%
Capital Group European Growth an... thesaurierend 37,9500 +14,62% +23,45%
Capital Group European Growth an... ausschüttend 31,9000 +15,75% +2,25%
Capital Group European Growth an... ausschüttend 31,6500 +15,36% +17,94%
Capital Group European Growth an... ausschüttend 40,4300 +15,96% +21,43%
Capital Group European Growth an... ausschüttend 41,0300 +15,83% +11,40%
Capital Group European Growth an... ausschüttend 35,9600 +14,94% +24,25%
Capital Group European Growth an... thesaurierend 40,2000 +14,96% +27,98%
Capital Group European Growth an... thesaurierend 69,1400 +17,87% +17,39%
Capital Group European Growth an... thesaurierend 45,8600 +15,84% +14,76%
Capital Group European Growth an... thesaurierend 46,3500 +16,22% +28,75%
Capital Group European Growth an... thesaurierend 40,3000 +15,34% +25,90%

Performance

lfd. Jahr  
+8,07%
6 Monate  
+11,89%
1 Jahr  
+14,69%
3 Jahre  
+27,14%
5 Jahre  
+42,78%
10 Jahre  
+94,32%
seit Beginn  
+133,39%
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%