Capital Group Global Equity Fund (LUX) A7 GBP/  LU0342026217  /

Fonds
NAV13/06/2024 Diferencia-0.0800 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
41.2600GBP -0.19% reinvestment Equity Worldwide Capital Int. M. Co. 
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2023 4.42 -0.31 1.12 -0.08 -0.81 2.33 0.77 -1.03 -1.10 -1.50 4.62 3.40 +12.19%
2024 0.60 3.81 2.75 -2.04 1.61 0.68 - - - - - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 7.99% 7.89% 8.60% -% -%
Índice de Sharpe 1.74 1.66 1.14 - -
El mes mejor +3.81% +3.81% +4.62% - -
El mes peor -2.04% -2.04% -2.04% - -
Pérdida máxima -2.98% -2.98% -4.94% - -
Rendimiento superior - - - - -
 
Todas las cotizaciones en GBP

Tramos

Nombre   Tipo de beneficio Prec. de rescate Promedio móvil 3 Años
Capital Group Global Equity Fund... reinvestment 43.2400 +13.64% +6.90%
Capital Group Global Equity Fund... reinvestment 38.6500 +12.19% +6.21%
Capital Group Global Equity Fund... reinvestment 33.8700 +12.23% +18.14%
Capital Group Global Equity Fund... reinvestment 55.5800 +13.89% +11.18%
Capital Group Global Equity Fund... reinvestment 57.8900 +15.92% +26.26%
Capital Group Global Equity Fund... reinvestment 48.7200 +13.99% +23.69%
Capital Group Global Equity Fund... reinvestment 9,769.0000 +29.27% +59.73%
Capital Group Global Equity Fund... reinvestment 62.1900 +15.40% +11.91%
Capital Group Global Equity Fund... paying dividend 37.9700 +14.18% +20.63%
Capital Group Global Equity Fund... paying dividend 31.9500 +12.23% +18.10%
Capital Group Global Equity Fund... paying dividend 40.7900 +13.64% +6.90%
Capital Group Global Equity Fund... reinvestment 44.8600 +13.05% +8.65%
Capital Group Global Equity Fund... reinvestment 46.7200 +15.05% +23.37%
Capital Group Global Equity Fund... reinvestment 39.3200 +13.12% +20.84%
Capital Group Global Equity Fund... reinvestment 50.1900 +14.51% +9.35%
Capital Group Glo.Eq.(LUX)A4 EUR reinvestment 48.9500 +15.39% +24.52%
Capital Group Glo.Eq.(LUX)Zd EUR paying dividend 39.5600 +15.03% +23.35%
Capital Group Glo.Eq.(LUX)Zd USD paying dividend 42.5000 +14.53% +9.36%
Capital Group Glo.Eq.(LUX)A7 USD reinvestment 52.6700 +14.97% -
Capital Group Global Equity Fund... paying dividend 54.5600 +15.93% +26.28%
Capital Group Global Equity Fund... reinvestment 52.3500 +14.70% -
Capital Group Global Equity Fund... reinvestment 52.3800 +14.77% +10.07%
Capital Group Global Equity Fund... reinvestment 48.7600 +15.30% +24.20%
Capital Group Global Equity Fund... paying dividend 50.4300 +14.75% +10.05%
Capital Group Global Equity Fund... paying dividend 46.9400 +15.24% +24.15%
Capital Group Global Equity Fund... reinvestment 41.2600 +13.57% -
Capital Group Global Equity Fund... paying dividend 6,309.0000 +11.44% -
Capital Group Global Equity Fund... reinvestment 47.0000 +13.39% +9.66%
Capital Group Global Equity Fund... reinvestment 41.1900 +13.44% +21.94%
Capital Group Global Equity Fund... paying dividend 37.9800 +13.01% +8.61%
Capital Group Global Equity Fund... paying dividend 33.2900 +13.08% +20.83%
Capital Group Global Equity Fund... reinvestment 7,883.0000 +28.26% +56.04%
Capital Group Global Equity Fund... paying dividend 45.0700 +13.26% +9.31%
Capital Group Global Equity Fund... reinvestment 46.8200 +13.28% +9.37%
Capital Group Global Equity Fund... paying dividend 39.5100 +13.33% +21.62%
Capital Group Global Equity Fund... reinvestment 41.0300 +13.34% +21.64%
Capital Group Global Equity Fund... reinvestment 40.2500 +14.18% +20.62%

Performance

Año hasta la fecha  
+7.53%
6 Meses  
+8.07%
Promedio móvil  
+13.57%
3 Años     -
5 Años     -
10 Años     -
Desde el principio  
+20.01%
Año
2023  
+12.19%