Capital Group Global Equity Fund (LUX) B EUR/ LU0114999021 /
| NAV15.05.2024 | Diff.+0,1800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 39,9700EUR | +0,45% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1970 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | 2,86 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | - |
| 1971 | 5,56 | 0,00 | 5,26 | 2,50 | -2,44 | 2,50 | -2,44 | -2,50 | -2,56 | -2,63 | -2,70 | 8,33 | - |
| 1972 | 5,13 | 4,88 | 0,00 | 2,33 | 4,55 | 4,35 | 0,00 | 4,17 | -2,00 | 2,04 | 4,00 | 0,00 | - |
| 1973 | -3,85 | -2,00 | -2,04 | 0,00 | -2,08 | 0,00 | 4,26 | -6,12 | 6,52 | 0,00 | -6,12 | 0,00 | - |
| 1974 | 0,00 | 2,17 | -6,38 | -2,27 | -4,65 | -2,44 | 2,50 | -4,88 | -7,69 | 5,56 | 2,63 | -2,56 | - |
| 1975 | 10,53 | 7,14 | 4,44 | 4,26 | 4,08 | 9,80 | -3,57 | -1,85 | 1,89 | 1,85 | 3,64 | 1,75 | - |
| 1976 | 5,17 | 0,00 | 6,56 | 3,08 | 2,99 | 2,90 | -1,41 | 0,00 | 8,57 | 2,63 | -2,56 | 2,63 | - |
| 1977 | -2,56 | -3,95 | 1,37 | 1,35 | 0,00 | 4,00 | -1,28 | -2,60 | 1,33 | -6,58 | 5,63 | -5,33 | - |
| 1978 | -5,63 | 2,99 | 7,25 | 5,41 | 1,28 | 1,27 | 2,50 | 3,66 | -3,53 | -7,32 | 2,63 | -3,85 | - |
| 1979 | 5,33 | -3,80 | 1,32 | -1,30 | -1,32 | 0,00 | 2,67 | 5,19 | -1,23 | -3,75 | 1,30 | 3,85 | - |
| 1980 | 4,94 | 1,18 | -3,49 | -3,61 | 3,75 | 2,41 | 3,53 | 3,41 | 7,69 | 7,14 | 1,90 | 0,00 | - |
| 1981 | 5,61 | 6,19 | 0,00 | 8,33 | 4,62 | 5,15 | 2,10 | 0,00 | -12,33 | 1,56 | 3,08 | 1,49 | - |
| 1982 | 0,00 | -2,94 | -2,27 | 3,88 | -2,24 | 2,29 | -2,24 | 5,34 | 1,45 | 7,86 | 3,31 | 1,28 | - |
| 1983 | 5,06 | 3,61 | 4,07 | 5,59 | 1,06 | 4,71 | 2,50 | -0,49 | 0,98 | 0,00 | 3,40 | 4,23 | - |
| 1984 | 4,05 | -10,39 | 3,38 | 1,87 | -7,34 | 2,48 | -1,45 | 10,78 | 4,42 | 0,42 | 0,84 | 4,60 | - |
| 1985 | 6,00 | 6,79 | -5,65 | 1,50 | 2,58 | 0,36 | -6,09 | 0,38 | -1,52 | 4,25 | 2,59 | 4,69 | - |
| 1986 | 0,69 | -0,34 | 10,65 | 1,24 | 3,07 | -2,38 | -6,10 | 7,79 | -4,82 | 2,85 | -1,54 | 0,63 | - |
| 1987 | 0,62 | 5,25 | 2,35 | -1,15 | 5,22 | 4,68 | 8,42 | 0,49 | 0,48 | -26,68 | -7,21 | 1,77 | - |
| 1988 | 4,86 | 4,64 | 0,00 | 2,53 | 2,16 | 8,76 | 2,78 | -2,70 | 2,22 | -2,72 | -1,96 | 3,99 | - |
| 1989 | 9,59 | -1,00 | 3,03 | 2,45 | 5,98 | -1,35 | 0,92 | 7,03 | -2,75 | -6,75 | 0,93 | -0,46 | - |
| 1990 | -5,81 | -1,73 | -1,26 | -3,56 | 9,50 | 0,24 | -4,09 | -9,27 | -9,39 | 2,13 | -0,30 | 0,60 | - |
| 1991 | 0,30 | 11,57 | 8,78 | 1,71 | 1,44 | -0,71 | 0,48 | 1,19 | -2,11 | 2,40 | -6,79 | 0,50 | - |
| 1992 | 4,75 | 2,15 | -3,74 | 1,70 | 1,19 | -7,55 | -4,08 | -2,13 | 1,36 | 4,56 | 5,90 | 4,84 | - |
| 1993 | 0,00 | 5,31 | 2,85 | 0,64 | 4,45 | 2,84 | 6,90 | 2,03 | -2,35 | 7,78 | -2,23 | 6,85 | - |
| 1994 | 3,29 | -1,59 | -3,40 | -1,34 | 0,51 | -4,22 | 2,82 | 1,89 | -4,71 | -1,94 | -1,26 | -0,18 | - |
| 1995 | -4,20 | 0,76 | -1,89 | 3,09 | 3,37 | -0,91 | 4,57 | 5,24 | 0,66 | -3,30 | 7,34 | 0,16 | - |
| 1996 | 3,65 | 1,68 | 0,45 | 5,10 | -2,14 | -1,02 | -6,92 | 2,53 | 4,48 | -0,74 | 6,55 | -0,28 | - |
| 1997 | 7,56 | 4,95 | -1,49 | 0,88 | 9,36 | 5,59 | 10,49 | -5,58 | 2,49 | -9,71 | 1,46 | 2,87 | +30,53% |
| 1998 | 5,04 | 5,82 | 5,70 | -1,46 | -2,32 | 0,09 | -2,09 | -16,46 | -3,24 | 9,46 | 7,88 | 1,52 | +7,40% |
| 1999 | 9,49 | 1,55 | 6,20 | 8,71 | -1,48 | 7,66 | -2,49 | 0,60 | -1,35 | 3,79 | 9,57 | 8,40 | +62,44% |
| 2000 | -1,72 | 3,50 | 5,62 | 4,12 | -4,84 | -2,14 | -0,12 | 9,81 | -6,14 | 1,03 | -7,49 | -3,25 | -3,01% |
| 2001 | 5,83 | -6,77 | -0,90 | 9,79 | 2,89 | -3,50 | -4,82 | -7,13 | -12,99 | 7,19 | 8,66 | 1,73 | -2,85% |
| 2002 | 0,39 | -2,08 | 6,18 | -6,82 | -3,49 | -13,07 | -10,00 | -1,69 | -13,11 | 10,09 | 9,55 | -12,86 | -34,07% |
| 2003 | -5,35 | -2,62 | -2,90 | 7,96 | 1,64 | 3,73 | 5,93 | 6,88 | -6,44 | 7,71 | -0,85 | 0,77 | +16,14% |
| 2004 | 3,75 | 1,56 | -0,32 | -0,97 | -0,90 | 2,07 | -3,08 | -1,42 | -0,25 | -0,09 | 0,26 | 0,93 | +1,36% |
| 2005 | 0,84 | 1,75 | -0,98 | -2,81 | 7,50 | 2,06 | 4,19 | -0,37 | 3,59 | -1,52 | 5,28 | 2,79 | +24,14% |
| 2006 | 2,64 | 0,53 | -0,13 | -0,66 | -5,76 | 0,14 | 0,14 | 3,43 | 2,10 | 2,06 | -1,88 | 2,12 | +4,47% |
| 2007 | 2,01 | -1,84 | -0,06 | 1,10 | 3,65 | -0,62 | -2,30 | -1,47 | -0,26 | -0,39 | -5,99 | -2,28 | -8,43% |
| 2008 | -9,92 | -0,79 | -7,29 | 6,84 | 1,12 | -11,39 | -2,05 | 4,10 | -10,86 | -10,02 | -5,68 | -5,32 | -42,07% |
| 2009 | 0,24 | -7,68 | 1,45 | 11,98 | 1,16 | 0,69 | 6,74 | 2,67 | 1,46 | -0,82 | 0,31 | 7,12 | +26,89% |
| 2010 | -0,39 | 1,45 | 7,05 | 1,78 | -2,80 | -2,25 | 0,09 | -0,92 | 3,06 | 0,27 | 4,76 | 3,86 | +16,67% |
| 2011 | -1,90 | 3,37 | -3,58 | -1,94 | 0,69 | -2,91 | -0,70 | -6,92 | -3,34 | 7,50 | 0,92 | 3,18 | -6,28% |
| 2012 | 4,49 | 3,04 | -0,08 | 0,16 | -3,43 | 1,44 | 6,18 | -0,47 | 1,03 | -1,02 | 2,69 | -0,77 | +13,66% |
| 2013 | 3,64 | 3,44 | 3,98 | -0,97 | 4,07 | -4,32 | 4,23 | -1,83 | 2,62 | 3,49 | 1,56 | 0,32 | +21,71% |
| 2014 | -1,85 | 3,18 | -1,32 | -0,96 | 3,93 | 1,49 | 1,34 | 3,25 | 2,27 | 1,08 | 2,26 | 0,61 | +16,18% |
| 2015 | 5,59 | 6,28 | 2,64 | 0,05 | 2,71 | -4,91 | 1,27 | -7,41 | -4,42 | 10,00 | 3,61 | -4,82 | +9,43% |
| 2016 | -7,92 | -0,27 | 1,69 | 1,45 | 2,70 | -2,11 | 4,52 | 0,45 | 0,10 | 0,30 | 4,49 | 0,96 | +5,91% |
| 2017 | 1,56 | 4,29 | 0,89 | 0,00 | -0,09 | -1,37 | 0,13 | -0,81 | 1,40 | 3,93 | -0,39 | -0,13 | +9,65% |
| 2018 | 3,28 | -1,67 | -2,72 | 2,53 | 3,62 | -0,04 | 2,47 | 0,00 | 0,04 | -6,54 | 1,03 | -6,71 | -5,26% |
| 2019 | 7,97 | 3,88 | 3,49 | 2,82 | -5,38 | 4,52 | 2,51 | -0,83 | 2,09 | 0,48 | 3,66 | 1,39 | +29,37% |
| 2020 | 0,11 | -7,10 | -10,86 | 9,81 | 3,33 | 1,16 | -0,81 | 3,17 | -0,29 | -2,90 | 9,41 | 1,71 | +4,89% |
| 2021 | -0,87 | 3,32 | 4,52 | 2,10 | 0,95 | 2,55 | 0,50 | 1,48 | -1,74 | 4,53 | -1,98 | 4,91 | +21,88% |
| 2022 | -4,13 | -2,10 | 1,97 | -2,56 | -1,36 | -5,48 | 9,09 | -3,28 | -6,39 | 5,93 | 3,57 | -5,76 | -11,21% |
| 2023 | 4,74 | -0,12 | 1,04 | 0,12 | 1,11 | 2,23 | 0,94 | -1,04 | -2,38 | -2,03 | 5,49 | 2,84 | +13,36% |
| 2024 | 2,08 | 3,30 | 2,85 | -2,09 | 2,96 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7,73% | 7,37% | 8,76% | 12,24% | 15,32% |
| Sharpe Ratio | 3,06 | 3,57 | 1,34 | 0,28 | 0,37 |
| Bester Monat | +3,30% | +5,49% | +5,49% | +9,09% | +9,81% |
| Schlechtester Monat | -2,09% | -2,09% | -2,38% | -6,39% | -10,86% |
| Maximaler Verlust | -3,35% | -3,35% | -6,82% | -17,09% | -29,82% |
| Outperformance | +9,25% | - | +10,04% | +20,80% | +21,77% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Capital Group Global Equity Fund... | thesaurierend | 43,4900 | +15,63% | +10,44% | |
| Capital Group Global Equity Fund... | thesaurierend | 39,2600 | +16,64% | +10,47% | |
| Capital Group Global Equity Fund... | thesaurierend | 34,2900 | +14,26% | +23,17% | |
| Capital Group Global Equity Fund... | thesaurierend | 56,4000 | +18,44% | +15,64% | |
| Capital Group Global Equity Fund... | thesaurierend | 57,4100 | +17,35% | +29,19% | |
| Capital Group Global Equity Fund... | thesaurierend | 49,2600 | +16,04% | +28,92% | |
| Capital Group Global Equity Fund... | thesaurierend | 9.681,0000 | +33,73% | +64,11% | |
| Capital Group Global Equity Fund... | thesaurierend | 62,4800 | +17,44% | +15,62% | |
| Capital Group Global Equity Fund... | ausschüttend | 37,7000 | +15,59% | +23,41% | |
| Capital Group Global Equity Fund... | ausschüttend | 32,3500 | +14,28% | +23,16% | |
| Capital Group Global Equity Fund... | ausschüttend | 41,0300 | +15,65% | +10,47% | |
| Capital Group Global Equity Fund... | thesaurierend | 45,5400 | +17,49% | +12,97% | |
| Capital Group Global Equity Fund... | thesaurierend | 46,3600 | +16,45% | +26,22% | |
| Capital Group Global Equity Fund... | thesaurierend | 39,7800 | +15,14% | +25,97% | |
| Capital Group Global Equity Fund... | thesaurierend | 50,4500 | +16,54% | +12,96% | |
| Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 48,5600 | +16,82% | +27,39% | |
| Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 39,2500 | +16,45% | +26,19% | |
| Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 42,7200 | +16,55% | +12,96% | |
| Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 52,9200 | +17,00% | - | |
| Capital Group Global Equity Fund... | ausschüttend | 54,1000 | +17,35% | +29,16% | |
| Capital Group Global Equity Fund... | thesaurierend | 52,6100 | +16,70% | - | |
| Capital Group Global Equity Fund... | thesaurierend | 52,6400 | +16,77% | +13,72% | |
| Capital Group Global Equity Fund... | thesaurierend | 48,3700 | +16,69% | +27,02% | |
| Capital Group Global Equity Fund... | ausschüttend | 50,6800 | +16,76% | +13,70% | |
| Capital Group Global Equity Fund... | ausschüttend | 46,5700 | +16,66% | +26,98% | |
| Capital Group Global Equity Fund... | thesaurierend | 41,7300 | +15,63% | - | |
| Capital Group Global Equity Fund... | ausschüttend | 6.336,0000 | +13,55% | - | |
| Capital Group Global Equity Fund... | thesaurierend | 47,7000 | +17,87% | +14,03% | |
| Capital Group Global Equity Fund... | thesaurierend | 41,6700 | +15,49% | +27,16% | |
| Capital Group Global Equity Fund... | ausschüttend | 38,5600 | +17,50% | +12,95% | |
| Capital Group Global Equity Fund... | ausschüttend | 33,6800 | +15,14% | +25,94% | |
| Capital Group Global Equity Fund... | thesaurierend | 7.818,0000 | +32,73% | +60,34% | |
| Capital Group Global Equity Fund... | ausschüttend | 45,7500 | +17,72% | +13,68% | |
| Capital Group Global Equity Fund... | thesaurierend | 47,5200 | +17,77% | +13,74% | |
| Capital Group Global Equity Fund... | ausschüttend | 39,9600 | +15,34% | +26,75% | |
| Capital Group Global Equity Fund... | thesaurierend | 41,5100 | +15,40% | +26,83% | |
| Capital Group Global Equity Fund... | thesaurierend | 39,9700 | +15,59% | +23,40% |
Performance
| lfd. Jahr | +9,33% | ||
|---|---|---|---|
| 6 Monate | +13,94% | ||
| 1 Jahr | +15,59% | ||
| 3 Jahre | +23,40% | ||
| 5 Jahre | +57,30% | ||
| 10 Jahre | +152,65% | ||
| seit Beginn | +11320,00% | ||
| Jahr | |||
| 2023 | +13,36% | ||
| 2022 | -11,21% | ||
| 2021 | +21,88% | ||
| 2020 | +4,89% | ||
| 2019 | +29,37% | ||
| 2018 | -5,26% | ||
| 2017 | +9,65% | ||
| 2016 | +5,91% | ||
| 2015 | +9,43% | ||
