Capital Group Global Equity Fund (LUX) C GBP/ LU0115000134 /
| NAV06.06.2024 | Diff.+0,0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 48,8200GBP | +0,10% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1970 | 0,36 | 0,00 | 0,00 | 0,00 | -0,36 | 0,36 | 2,52 | 1,40 | 0,35 | -1,03 | -0,70 | 3,16 | - |
| 1971 | 4,76 | 0,32 | 4,53 | 4,02 | -2,38 | 1,52 | -0,90 | -3,33 | -2,51 | -3,54 | -1,67 | 7,46 | - |
| 1972 | 5,99 | 5,06 | 0,57 | 2,54 | 4,40 | 3,68 | 1,52 | 2,50 | -0,98 | 2,96 | 2,87 | 1,40 | - |
| 1973 | -4,13 | -2,39 | -2,45 | 1,01 | -1,74 | -0,25 | 4,31 | -5,60 | 6,19 | 0,97 | -7,45 | 0,26 | - |
| 1974 | 2,59 | 0,51 | -5,78 | -2,93 | -4,40 | -2,30 | 2,65 | -4,30 | -7,49 | 5,18 | 3,08 | -1,79 | - |
| 1975 | 10,64 | 6,04 | 4,15 | 4,98 | 4,98 | 8,35 | -1,67 | -2,12 | 1,73 | 1,28 | 4,41 | 1,21 | - |
| 1976 | 5,96 | 0,00 | 6,19 | 3,36 | 3,93 | 3,29 | -1,27 | -0,32 | 8,41 | 1,94 | -1,02 | 2,81 | - |
| 1977 | -3,17 | -2,82 | 0,00 | 2,14 | 0,15 | 3,59 | -0,87 | -2,04 | 1,78 | -6,42 | 4,84 | -4,76 | - |
| 1978 | -5,94 | 3,32 | 8,84 | 4,14 | 1,99 | 0,42 | 3,05 | 4,57 | -3,21 | -9,30 | 3,81 | -2,82 | - |
| 1979 | 5,23 | -4,41 | 1,73 | 0,14 | -1,42 | -0,86 | -3,62 | 9,32 | 5,09 | -2,49 | -0,54 | 2,43 | - |
| 1980 | 3,95 | -0,13 | -6,60 | -1,63 | 2,76 | 2,02 | 4,08 | 1,01 | 7,02 | 1,76 | 2,19 | -1,69 | - |
| 1981 | -0,80 | 7,97 | 3,32 | 9,01 | 1,42 | 8,90 | 3,01 | 0,58 | -5,81 | 0,35 | 0,88 | 1,57 | - |
| 1982 | -1,71 | -3,14 | -1,80 | 4,67 | -1,05 | -0,80 | -1,69 | 5,35 | 0,78 | 8,12 | 9,09 | 5,36 | - |
| 1983 | 7,84 | 4,85 | 4,44 | 0,17 | -3,14 | 7,74 | 0,00 | -0,95 | 3,21 | 0,76 | 2,27 | 4,18 | - |
| 1984 | 4,31 | -9,64 | 7,22 | 0,70 | -6,78 | 2,84 | -1,98 | 11,20 | 5,01 | 2,64 | 0,18 | 6,54 | - |
| 1985 | 8,01 | 5,84 | -9,33 | -0,08 | 0,72 | -0,91 | -5,94 | 2,43 | 0,92 | 4,13 | 3,81 | 9,32 | - |
| 1986 | 5,03 | 3,43 | 6,21 | 0,97 | 2,91 | -1,63 | 0,12 | 9,41 | -1,54 | 4,09 | 0,53 | -0,79 | - |
| 1987 | 5,40 | 1,88 | 0,49 | -3,29 | 5,35 | 5,29 | 8,25 | 0,00 | 0,49 | -27,36 | -6,91 | 2,86 | - |
| 1988 | 5,29 | 3,64 | -3,88 | 2,42 | 1,63 | 10,93 | -0,15 | -1,27 | 1,85 | -1,96 | -3,73 | 4,55 | - |
| 1989 | 7,98 | 0,98 | 3,16 | 3,47 | 7,66 | 1,13 | -0,79 | 7,65 | -1,19 | -3,28 | 3,95 | 1,70 | - |
| 1990 | -8,30 | -2,11 | 1,15 | -2,29 | 6,50 | -1,79 | -5,26 | -9,34 | -8,27 | 1,59 | 0,35 | 1,46 | - |
| 1991 | -0,07 | 11,72 | 6,09 | 3,21 | 1,81 | -0,23 | 0,37 | 1,60 | -1,48 | 2,42 | -5,78 | 1,92 | - |
| 1992 | 3,51 | 2,42 | -2,86 | -0,54 | 1,18 | -6,26 | -2,33 | -1,59 | 10,63 | 8,80 | 5,40 | 3,20 | - |
| 1993 | 2,52 | 6,65 | -0,76 | -0,51 | 3,74 | 1,33 | 4,75 | 4,59 | -0,31 | 5,24 | -3,56 | 6,98 | - |
| 1994 | 1,95 | 0,99 | -1,31 | -2,54 | 1,46 | -3,58 | 3,71 | 2,51 | -5,35 | -2,52 | -1,04 | 0,95 | - |
| 1995 | -4,07 | 3,34 | -0,10 | 3,99 | 3,44 | 0,69 | 5,30 | 3,41 | 0,45 | -2,98 | 8,81 | -0,67 | - |
| 1996 | 2,74 | 2,34 | 0,82 | 4,49 | -4,56 | -0,20 | -4,66 | 2,09 | 2,40 | -3,19 | 2,53 | -2,40 | - |
| 1997 | 8,58 | 0,50 | -0,72 | -1,02 | 9,83 | 2,72 | 7,09 | -2,91 | 4,73 | -10,25 | -0,74 | 3,35 | +21,29% |
| 1998 | 3,78 | 6,08 | 2,76 | 1,25 | 0,60 | -2,68 | 0,92 | -17,52 | 0,50 | 12,21 | 7,05 | 2,08 | +15,04% |
| 1999 | 7,34 | 0,79 | 3,77 | 6,96 | -2,37 | 8,46 | -1,43 | 0,17 | -2,76 | 2,91 | 8,25 | 6,80 | +45,26% |
| 2000 | -4,45 | 4,64 | 4,08 | 1,20 | 1,51 | 0,03 | -2,33 | 8,62 | -8,19 | -1,09 | -2,57 | -0,83 | -0,47% |
| 2001 | 7,32 | -6,50 | -3,22 | 9,54 | -0,81 | -2,53 | -2,79 | -5,15 | -13,77 | 7,29 | 10,30 | -0,83 | -4,05% |
| 2002 | 0,14 | -1,54 | 5,96 | -5,78 | -0,25 | -11,74 | -12,69 | -0,47 | -13,76 | 11,13 | 10,74 | -11,01 | -28,86% |
| 2003 | -5,01 | 2,02 | -1,98 | 9,46 | 4,67 | 0,68 | 6,85 | 6,04 | -5,46 | 5,40 | 1,07 | 2,00 | +27,54% |
| 2004 | 0,58 | -0,23 | -0,35 | 0,23 | -2,19 | 2,94 | -4,23 | 0,72 | 1,42 | 1,29 | 0,46 | 2,87 | +3,35% |
| 2005 | -1,34 | 1,59 | -1,00 | -4,39 | 7,89 | 1,86 | 6,54 | -1,11 | 3,36 | -2,07 | 6,13 | 3,79 | +22,46% |
| 2006 | 2,19 | 0,27 | 2,49 | -1,22 | -6,51 | 0,94 | -0,84 | 1,97 | 3,04 | 0,81 | -0,98 | 2,15 | +4,01% |
| 2007 | 0,61 | -0,17 | 0,79 | 1,73 | 3,49 | -1,48 | -2,01 | -0,94 | 2,93 | -0,33 | -3,52 | 0,35 | +1,23% |
| 2008 | -8,15 | 1,79 | -3,52 | 6,05 | 1,09 | -10,84 | -2,31 | 6,58 | -12,84 | -9,63 | -0,49 | 8,87 | -23,40% |
| 2009 | -5,54 | -8,14 | 6,00 | 8,12 | -1,37 | -1,85 | 7,40 | 5,69 | 5,59 | -3,04 | 2,73 | 4,23 | +19,80% |
| 2010 | -2,55 | 4,94 | 6,83 | -0,52 | -5,39 | -5,51 | 2,14 | -1,62 | 7,93 | 1,08 | 1,15 | 6,49 | +14,73% |
| 2011 | -1,73 | 2,51 | 0,25 | -0,90 | -1,23 | 0,58 | -3,64 | -5,93 | -5,57 | 8,61 | -0,62 | 0,72 | -7,49% |
| 2012 | 4,36 | 4,43 | -0,90 | -2,14 | -4,80 | 2,30 | 3,46 | 0,67 | 1,74 | 0,00 | 3,75 | -0,55 | +12,54% |
| 2013 | 9,57 | 4,18 | 1,94 | -0,61 | 5,13 | -4,10 | 6,51 | -3,95 | 0,86 | 4,93 | -0,19 | 0,44 | +26,56% |
| 2014 | -3,31 | 4,13 | -0,74 | -1,69 | 2,92 | 0,12 | 0,43 | 3,56 | 0,18 | 1,95 | 4,01 | -1,28 | +10,43% |
| 2015 | 2,04 | 2,72 | 2,81 | 0,05 | 1,94 | -5,87 | 1,09 | -4,60 | -3,17 | 7,20 | 1,58 | -0,27 | +4,92% |
| 2016 | -4,69 | 2,88 | 3,19 | 0,00 | 0,37 | 6,26 | 7,04 | 1,21 | 1,66 | 4,72 | -1,04 | 1,18 | +24,64% |
| 2017 | 2,77 | 3,41 | 1,55 | -1,36 | 3,49 | -0,51 | 1,97 | 2,28 | -2,76 | 3,42 | 0,11 | 0,98 | +16,22% |
| 2018 | 1,75 | -0,26 | -3,59 | 2,70 | 4,00 | 0,68 | 3,33 | 0,62 | -0,34 | -6,90 | 1,43 | -5,53 | -2,75% |
| 2019 | 4,98 | 2,22 | 4,03 | 2,85 | -2,67 | 6,03 | 4,33 | -1,46 | 0,31 | -2,29 | 2,69 | 0,94 | +23,77% |
| 2020 | -0,59 | -4,67 | -7,96 | 7,73 | 6,84 | 2,22 | -1,45 | 2,51 | 1,58 | -3,82 | 9,04 | 1,71 | +12,34% |
| 2021 | -1,62 | 1,15 | 2,82 | 4,60 | -0,23 | 2,42 | 0,20 | 2,26 | -1,52 | 2,84 | -0,92 | 3,62 | +16,52% |
| 2022 | -4,68 | -1,93 | 2,86 | -2,78 | 0,28 | -4,36 | 6,48 | -0,17 | -4,88 | 4,12 | 3,90 | -3,23 | -5,10% |
| 2023 | 4,46 | -0,29 | 1,17 | -0,07 | -0,76 | 2,33 | 0,81 | -1,02 | -1,07 | -1,46 | 4,64 | 3,41 | +12,57% |
| 2024 | 0,66 | 3,82 | 2,79 | -2,02 | 1,66 | 0,89 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8,11% | 7,92% | 8,85% | 11,98% | 14,63% |
| Sharpe Ratio | 1,96 | 2,54 | 1,14 | 0,34 | 0,46 |
| Bester Monat | +3,82% | +3,82% | +4,64% | +6,48% | +9,04% |
| Schlechtester Monat | -2,02% | -2,02% | -2,02% | -4,88% | -7,96% |
| Maximaler Verlust | -2,96% | -2,96% | -4,91% | -14,66% | -23,01% |
| Outperformance | -2,58% | - | -3,97% | +14,96% | +32,91% |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Capital Group Global Equity Fund... | thesaurierend | 43,4200 | +15,33% | +7,98% | |
| Capital Group Global Equity Fund... | thesaurierend | 38,6400 | +13,08% | +7,10% | |
| Capital Group Global Equity Fund... | thesaurierend | 33,9500 | +12,05% | +19,75% | |
| Capital Group Global Equity Fund... | thesaurierend | 55,5600 | +14,82% | +12,13% | |
| Capital Group Global Equity Fund... | thesaurierend | 57,3400 | +15,00% | +26,61% | |
| Capital Group Global Equity Fund... | thesaurierend | 48,8200 | +13,80% | +25,37% | |
| Capital Group Global Equity Fund... | thesaurierend | 9.716,0000 | +30,47% | +61,02% | |
| Capital Group Global Equity Fund... | thesaurierend | 62,4300 | +17,11% | +13,04% | |
| Capital Group Global Equity Fund... | ausschüttend | 37,6200 | +13,27% | +20,94% | |
| Capital Group Global Equity Fund... | ausschüttend | 32,0300 | +12,08% | +19,76% | |
| Capital Group Global Equity Fund... | ausschüttend | 40,9600 | +15,33% | +7,99% | |
| Capital Group Global Equity Fund... | thesaurierend | 44,8500 | +13,95% | +9,58% | |
| Capital Group Global Equity Fund... | thesaurierend | 46,2800 | +14,13% | +23,71% | |
| Capital Group Global Equity Fund... | thesaurierend | 39,4000 | +12,89% | +22,47% | |
| Capital Group Global Equity Fund... | thesaurierend | 50,3900 | +16,21% | +10,46% | |
| Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 48,4800 | +14,47% | +24,85% | |
| Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 39,1900 | +14,12% | +23,67% | |
| Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 42,6700 | +16,22% | +10,47% | |
| Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 52,8800 | +16,71% | - | |
| Capital Group Global Equity Fund... | ausschüttend | 54,0300 | +14,99% | +26,61% | |
| Capital Group Global Equity Fund... | thesaurierend | 52,5500 | +16,36% | - | |
| Capital Group Global Equity Fund... | thesaurierend | 52,5900 | +16,45% | +11,18% | |
| Capital Group Global Equity Fund... | thesaurierend | 48,3000 | +14,37% | +24,52% | |
| Capital Group Global Equity Fund... | ausschüttend | 50,6300 | +16,43% | +11,17% | |
| Capital Group Global Equity Fund... | ausschüttend | 46,5000 | +14,33% | +24,48% | |
| Capital Group Global Equity Fund... | thesaurierend | 41,3400 | +13,35% | - | |
| Capital Group Global Equity Fund... | ausschüttend | 6.310,0000 | +12,28% | - | |
| Capital Group Global Equity Fund... | thesaurierend | 46,9800 | +14,28% | +10,57% | |
| Capital Group Global Equity Fund... | thesaurierend | 41,2800 | +13,25% | +23,63% | |
| Capital Group Global Equity Fund... | ausschüttend | 37,9700 | +13,92% | +9,53% | |
| Capital Group Global Equity Fund... | ausschüttend | 33,3600 | +12,90% | +22,47% | |
| Capital Group Global Equity Fund... | thesaurierend | 7.842,0000 | +29,47% | +57,31% | |
| Capital Group Global Equity Fund... | ausschüttend | 45,0600 | +14,14% | +10,24% | |
| Capital Group Global Equity Fund... | thesaurierend | 46,8000 | +14,17% | +10,27% | |
| Capital Group Global Equity Fund... | ausschüttend | 39,5900 | +13,11% | +23,27% | |
| Capital Group Global Equity Fund... | thesaurierend | 41,1200 | +13,15% | +23,30% | |
| Capital Group Global Equity Fund... | thesaurierend | 39,8800 | +13,26% | +20,96% |
Performance
| lfd. Jahr | +7,96% | ||
|---|---|---|---|
| 6 Monate | +11,26% | ||
| 1 Jahr | +13,80% | ||
| 3 Jahre | +25,37% | ||
| 5 Jahre | +64,60% | ||
| 10 Jahre | +198,96% | ||
| seit Beginn | +35149,10% | ||
| Jahr | |||
| 2023 | +12,57% | ||
| 2022 | -5,10% | ||
| 2021 | +16,52% | ||
| 2020 | +12,34% | ||
| 2019 | +23,77% | ||
| 2018 | -2,75% | ||
| 2017 | +16,22% | ||
| 2016 | +24,64% | ||
| 2015 | +4,92% | ||
