Capital Group Global Equity Fund (LUX) C EUR/ LU0115000050 /
NAV17.05.2024 | Diff.-0,0200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
57,3700EUR | -0,03% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1970 | 0,00 | 0,00 | 0,23 | 0,00 | 0,00 | 0,69 | 2,95 | 1,10 | 0,00 | -0,66 | -0,88 | 2,00 | - |
1971 | 4,78 | 0,41 | 4,13 | 4,17 | -2,29 | 1,56 | -0,96 | -2,52 | -2,58 | -3,27 | -1,69 | 6,87 | - |
1972 | 6,43 | 4,91 | 0,36 | 2,69 | 4,54 | 4,01 | 0,96 | 2,70 | -0,93 | 2,66 | 3,04 | 1,33 | - |
1973 | -4,08 | -2,28 | -2,49 | 0,80 | -1,74 | 0,00 | 3,86 | -5,43 | 6,23 | 0,77 | -7,20 | 0,33 | - |
1974 | 1,81 | 1,29 | -5,58 | -3,21 | -4,54 | -2,38 | 2,81 | -4,19 | -7,60 | 5,35 | 2,73 | -1,52 | - |
1975 | 10,81 | 5,75 | 4,61 | 4,72 | 4,96 | 8,74 | -2,11 | -2,02 | 1,79 | 1,08 | 4,54 | 1,28 | - |
1976 | 5,80 | 0,24 | 6,06 | 3,48 | 3,79 | 3,24 | -1,31 | -0,41 | 8,74 | 2,65 | -1,94 | 2,91 | - |
1977 | -3,29 | -3,02 | 0,29 | 2,23 | -0,10 | 3,71 | -0,82 | -2,03 | 1,70 | -6,86 | 5,28 | -5,30 | - |
1978 | -5,29 | 2,95 | 8,61 | 4,81 | 1,44 | 0,98 | 3,08 | 4,18 | -3,19 | -8,03 | 2,94 | -3,48 | - |
1979 | 5,92 | -4,63 | 1,83 | -0,27 | -1,35 | -0,37 | 2,29 | 6,01 | -0,68 | -4,26 | 1,07 | 3,87 | - |
1980 | 5,76 | 1,28 | -2,93 | -3,83 | 3,47 | 2,70 | 4,23 | 3,44 | 7,91 | 6,72 | 2,44 | -0,56 | - |
1981 | 5,99 | 6,42 | 0,34 | 8,58 | 4,62 | 5,25 | 1,82 | 0,14 | -12,07 | 1,40 | 3,59 | 1,63 | - |
1982 | 0,05 | -3,21 | -1,81 | 3,99 | -2,07 | 2,36 | -1,96 | 5,76 | 0,90 | 8,40 | 3,33 | 1,72 | - |
1983 | 5,07 | 3,65 | 4,28 | 5,77 | 1,06 | 4,79 | 2,72 | -0,73 | 1,40 | -0,09 | 3,76 | 4,50 | - |
1984 | 4,14 | -10,58 | 3,76 | 1,77 | -6,85 | 2,53 | -1,66 | 10,96 | 4,69 | 0,65 | 0,88 | 4,75 | - |
1985 | 6,01 | 7,01 | -5,36 | 1,39 | 2,65 | 0,73 | -5,99 | 0,62 | -1,71 | 4,36 | 3,02 | 4,84 | - |
1986 | 0,71 | -0,11 | 10,66 | 1,45 | 3,18 | -2,34 | -5,91 | 7,85 | -4,76 | 3,03 | -1,35 | 0,56 | - |
1987 | 0,92 | 5,19 | 2,65 | -1,11 | 5,39 | 4,95 | 8,39 | 0,55 | 0,79 | -26,69 | -6,97 | 1,78 | - |
1988 | 5,13 | 4,78 | -0,10 | 2,75 | 2,34 | 9,00 | 2,74 | -2,56 | 2,47 | -2,63 | -1,94 | 4,27 | - |
1989 | 9,75 | -0,97 | 3,04 | 2,61 | 6,08 | -1,10 | 1,10 | 6,94 | -2,51 | -6,59 | 1,07 | -0,38 | - |
1990 | -5,66 | -1,59 | -1,31 | -3,33 | 9,50 | 0,46 | -4,04 | -9,19 | -9,06 | 2,25 | -0,31 | 0,83 | - |
1991 | 0,34 | 11,70 | 8,94 | 1,76 | 1,58 | -0,46 | 0,49 | 1,23 | -1,86 | 2,48 | -6,59 | 0,59 | - |
1992 | 4,88 | 2,22 | -3,70 | 1,95 | 1,25 | -7,36 | -3,91 | -2,16 | 1,60 | 4,69 | 6,14 | 4,84 | - |
1993 | 0,12 | 5,46 | 2,93 | 0,75 | 4,59 | 2,97 | 7,03 | 2,16 | -2,09 | 7,74 | -2,10 | 7,14 | - |
1994 | 3,39 | -1,50 | -3,28 | -1,29 | 0,61 | -4,09 | 2,98 | 2,08 | -4,60 | -1,77 | -1,14 | -0,04 | - |
1995 | -4,20 | 1,02 | -1,94 | 3,21 | 3,68 | -0,93 | 4,77 | 5,39 | 0,74 | -3,22 | 7,54 | 0,38 | - |
1996 | 3,77 | 1,72 | 0,61 | 5,25 | -2,07 | -0,81 | -6,80 | 2,60 | 4,58 | -0,64 | 6,79 | -0,24 | - |
1997 | 7,76 | 5,08 | -1,41 | 1,05 | 9,41 | 5,78 | 10,62 | -5,46 | 2,64 | -9,64 | 1,60 | 3,01 | +32,56% |
1998 | 5,13 | 5,95 | 5,82 | -1,33 | -2,20 | 0,24 | -1,99 | -16,27 | -3,17 | 9,57 | 8,02 | 1,71 | +9,06% |
1999 | 9,59 | 1,68 | 6,32 | 8,86 | -1,36 | 7,83 | -2,39 | 0,74 | -1,22 | 3,90 | 9,68 | 8,56 | +64,84% |
2000 | -1,56 | 3,57 | 5,82 | 4,23 | -4,73 | -1,98 | -0,04 | 9,98 | -6,01 | 1,14 | -7,39 | -3,11 | -1,51% |
2001 | 5,97 | -6,67 | -0,76 | 9,92 | 3,01 | -3,39 | -4,69 | -7,01 | -12,86 | 7,34 | 8,80 | 1,77 | -1,43% |
2002 | 0,58 | -1,93 | 5,77 | -6,65 | -3,40 | -13,02 | -9,86 | -1,47 | -12,96 | 10,23 | 9,65 | -12,66 | -33,21% |
2003 | -5,28 | -2,53 | -2,81 | 8,13 | 1,78 | 3,98 | 6,07 | 6,96 | -6,34 | 7,92 | -0,73 | 0,82 | +17,85% |
2004 | 3,99 | 1,64 | -0,15 | -0,85 | -0,78 | 2,20 | -2,99 | -1,27 | -0,16 | 0,08 | 0,32 | 1,12 | +3,01% |
2005 | 0,95 | 1,96 | -0,92 | -2,64 | 7,56 | 2,22 | 4,34 | -0,21 | 3,69 | -1,34 | 5,37 | 2,90 | +26,09% |
2006 | 2,76 | 0,67 | 0,00 | -0,55 | -5,67 | 0,32 | 0,26 | 3,53 | 2,30 | 2,18 | -1,72 | 2,17 | +6,08% |
2007 | 2,13 | -1,68 | 0,06 | 1,24 | 3,84 | -0,50 | -2,19 | -1,32 | -0,17 | -0,23 | -5,85 | -2,18 | -6,97% |
2008 | -9,78 | -0,70 | -7,16 | 6,95 | 1,29 | -11,28 | -1,91 | 4,21 | -10,73 | -9,84 | -5,60 | -5,22 | -41,17% |
2009 | 0,43 | -7,63 | 1,63 | 12,14 | 1,23 | 0,91 | 6,80 | 2,81 | 1,64 | -0,81 | 0,45 | 7,28 | +28,83% |
2010 | -0,25 | 1,60 | 7,20 | 1,93 | -2,73 | -2,10 | 0,24 | -0,79 | 3,20 | 0,39 | 4,94 | 3,97 | +18,52% |
2011 | -1,77 | 3,46 | -3,41 | -1,80 | 0,81 | -2,77 | -0,60 | -6,78 | -3,23 | 7,60 | 1,09 | 3,30 | -4,81% |
2012 | 4,68 | 3,19 | 0,00 | 0,34 | -3,36 | 1,56 | 6,35 | -0,39 | 1,19 | -0,85 | 2,83 | -0,64 | +15,53% |
2013 | 3,79 | 3,59 | 4,07 | -0,86 | 4,29 | -4,28 | 4,47 | -1,72 | 2,71 | 3,69 | 1,59 | 0,52 | +23,67% |
2014 | -1,72 | 3,28 | -1,18 | -0,83 | 4,03 | 1,66 | 1,48 | 3,36 | 2,40 | 1,24 | 2,32 | 0,80 | +17,99% |
2015 | 5,69 | 6,46 | 2,74 | 0,19 | 2,82 | -4,77 | 1,40 | -7,28 | -4,26 | 10,10 | 3,73 | -4,65 | +11,15% |
2016 | -7,81 | -0,13 | 1,85 | 1,56 | 2,83 | -2,02 | 4,67 | 0,63 | 0,20 | 0,43 | 4,64 | 1,12 | +7,61% |
2017 | 1,69 | 4,38 | 1,04 | 0,10 | 0,10 | -1,30 | 0,31 | -0,66 | 1,50 | 4,09 | -0,26 | 0,00 | +11,39% |
2018 | 3,44 | -1,57 | -2,60 | 2,67 | 3,74 | 0,06 | 2,60 | 0,15 | 0,15 | -6,42 | 1,17 | -6,62 | -3,84% |
2019 | 8,15 | 3,98 | 3,61 | 2,98 | -5,28 | 4,66 | 2,63 | -0,70 | 2,21 | 0,61 | 3,78 | 1,54 | +31,37% |
2020 | 0,24 | -7,00 | -10,76 | 9,95 | 3,44 | 1,30 | -0,68 | 3,30 | -0,19 | -2,77 | 9,55 | 1,85 | +6,47% |
2021 | -0,74 | 3,42 | 4,67 | 2,22 | 1,10 | 2,66 | 0,65 | 1,61 | -1,62 | 4,68 | -1,86 | 5,05 | +23,76% |
2022 | -4,01 | -1,97 | 2,07 | -2,42 | -1,23 | -5,37 | 9,23 | -3,16 | -6,26 | 6,06 | 3,71 | -5,66 | -9,86% |
2023 | 4,89 | 0,02 | 1,16 | 0,23 | 1,24 | 2,35 | 1,10 | -0,91 | -2,30 | -1,90 | 5,64 | 2,96 | +15,12% |
2024 | 2,22 | 3,41 | 2,97 | -1,95 | 2,94 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 7,65% | 7,34% | 8,74% | 12,23% | 15,31% |
Sharpe Ratio | 3,25 | 3,79 | 1,51 | 0,41 | 0,48 |
Bester Monat | +3,41% | +5,64% | +5,64% | +9,23% | +9,95% |
Schlechtester Monat | -1,95% | -1,95% | -2,30% | -6,26% | -10,76% |
Maximaler Verlust | -3,27% | -3,27% | -6,49% | -16,53% | -29,73% |
Outperformance | -3,64% | - | -3,25% | +16,93% | +37,13% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Capital Group Global Equity Fund... | thesaurierend | 43,4200 | +15,63% | +10,26% | |
Capital Group Global Equity Fund... | thesaurierend | 39,4400 | +16,93% | +10,97% | |
Capital Group Global Equity Fund... | thesaurierend | 34,1700 | +13,71% | +22,74% | |
Capital Group Global Equity Fund... | thesaurierend | 56,6600 | +18,73% | +16,18% | |
Capital Group Global Equity Fund... | thesaurierend | 57,3700 | +17,06% | +29,10% | |
Capital Group Global Equity Fund... | thesaurierend | 49,0900 | +15,45% | +28,47% | |
Capital Group Global Equity Fund... | thesaurierend | 9.711,0000 | +32,83% | +64,62% | |
Capital Group Global Equity Fund... | thesaurierend | 62,3800 | +17,43% | +15,43% | |
Capital Group Global Equity Fund... | ausschüttend | 37,6700 | +15,29% | +23,31% | |
Capital Group Global Equity Fund... | ausschüttend | 32,2300 | +13,69% | +22,71% | |
Capital Group Global Equity Fund... | ausschüttend | 40,9600 | +15,65% | +10,28% | |
Capital Group Global Equity Fund... | thesaurierend | 45,7500 | +17,82% | +13,50% | |
Capital Group Global Equity Fund... | thesaurierend | 46,3300 | +16,17% | +26,14% | |
Capital Group Global Equity Fund... | thesaurierend | 39,6400 | +14,57% | +25,52% | |
Capital Group Global Equity Fund... | thesaurierend | 50,3700 | +16,52% | +12,79% | |
Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 48,5200 | +16,52% | +27,28% | |
Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 39,2300 | +16,18% | +26,12% | |
Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 42,6500 | +16,52% | +12,78% | |
Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 52,8400 | +17,01% | - | |
Capital Group Global Equity Fund... | ausschüttend | 54,0700 | +17,09% | +29,09% | |
Capital Group Global Equity Fund... | thesaurierend | 52,5300 | +16,71% | - | |
Capital Group Global Equity Fund... | thesaurierend | 52,5600 | +16,77% | +13,55% | |
Capital Group Global Equity Fund... | thesaurierend | 48,3400 | +16,43% | +26,94% | |
Capital Group Global Equity Fund... | ausschüttend | 50,6000 | +16,76% | +13,52% | |
Capital Group Global Equity Fund... | ausschüttend | 46,5400 | +16,41% | +26,89% | |
Capital Group Global Equity Fund... | thesaurierend | 41,5800 | +15,02% | - | |
Capital Group Global Equity Fund... | ausschüttend | 6.328,0000 | +13,39% | - | |
Capital Group Global Equity Fund... | thesaurierend | 47,9200 | +18,18% | +14,56% | |
Capital Group Global Equity Fund... | thesaurierend | 41,5200 | +14,92% | +26,70% | |
Capital Group Global Equity Fund... | ausschüttend | 38,7400 | +17,84% | +13,48% | |
Capital Group Global Equity Fund... | ausschüttend | 33,5600 | +14,54% | +25,49% | |
Capital Group Global Equity Fund... | thesaurierend | 7.841,0000 | +31,80% | +60,81% | |
Capital Group Global Equity Fund... | ausschüttend | 45,9700 | +18,07% | +14,23% | |
Capital Group Global Equity Fund... | thesaurierend | 47,7400 | +18,08% | +14,27% | |
Capital Group Global Equity Fund... | ausschüttend | 39,8200 | +14,77% | +26,31% | |
Capital Group Global Equity Fund... | thesaurierend | 41,3600 | +14,79% | +26,37% | |
Capital Group Global Equity Fund... | thesaurierend | 39,9400 | +15,30% | +23,31% |
Performance
lfd. Jahr | +9,86% | ||
---|---|---|---|
6 Monate | +14,60% | ||
1 Jahr | +17,06% | ||
3 Jahre | +29,10% | ||
5 Jahre | +69,43% | ||
10 Jahre | +195,11% | ||
seit Beginn | +26216,51% | ||
Jahr | |||
2023 | +15,12% | ||
2022 | -9,86% | ||
2021 | +23,76% | ||
2020 | +6,47% | ||
2019 | +31,37% | ||
2018 | -3,84% | ||
2017 | +11,39% | ||
2016 | +7,61% | ||
2015 | +11,15% |