Capital Group Global Equity Fund (LUX) C JPY/ LU0152886718 /
NAV12.06.2024 | Diff.+64,0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
9.798,0000JPY | +0,66% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1970 | 0,12 | 0,13 | 0,13 | -0,08 | -0,38 | 0,53 | 2,54 | 1,20 | 0,22 | -0,75 | -0,66 | 3,07 | - |
1971 | 4,58 | 0,55 | 4,38 | 4,05 | -2,27 | 1,47 | -0,84 | -7,62 | -2,04 | -4,82 | -1,94 | 5,43 | - |
1972 | 6,20 | 3,72 | 0,48 | 2,88 | 4,77 | -3,95 | 1,21 | 2,57 | -2,18 | -0,78 | 3,46 | 1,54 | - |
1973 | -2,90 | -10,89 | -1,88 | 1,34 | 0,96 | 0,45 | 0,22 | -6,24 | 4,36 | 1,82 | -5,93 | -0,70 | - |
1974 | 6,85 | -1,70 | -6,03 | -0,15 | -5,30 | -1,80 | 7,57 | -5,28 | -8,68 | 6,38 | 2,44 | -0,28 | - |
1975 | 11,06 | 3,92 | 5,57 | 2,53 | 2,73 | 4,22 | -3,12 | -3,51 | 0,07 | 2,32 | 2,05 | 2,25 | - |
1976 | 5,75 | -0,50 | -0,58 | -0,72 | -0,62 | 3,68 | -2,40 | -2,40 | 1,11 | 0,37 | 2,94 | 4,73 | - |
1977 | -3,96 | -5,03 | -1,20 | 2,03 | 0,01 | -0,33 | 0,06 | -1,30 | 0,53 | -7,00 | 1,82 | -2,06 | - |
1978 | -3,01 | 1,37 | -2,64 | 3,16 | 0,95 | -5,56 | -0,73 | 5,03 | -2,07 | -9,92 | 8,01 | -0,33 | - |
1979 | 6,72 | -2,45 | 7,82 | 5,36 | -1,84 | 3,00 | 1,18 | 9,43 | 4,20 | -2,02 | 10,15 | -0,14 | - |
1980 | 5,53 | 5,17 | -11,17 | -1,84 | -0,73 | 0,52 | 7,77 | -0,87 | 2,92 | 4,23 | 1,22 | -6,40 | - |
1981 | 0,12 | 1,55 | 6,22 | 4,98 | 2,79 | 3,38 | 4,22 | -4,18 | -6,69 | 2,38 | -1,05 | 0,91 | - |
1982 | 1,20 | -2,89 | 0,48 | 0,26 | 2,16 | 0,67 | -0,83 | 5,20 | 2,68 | 10,50 | -4,42 | -1,81 | - |
1983 | 3,82 | 3,54 | 2,46 | 4,92 | 0,20 | 3,09 | 0,35 | -0,86 | -1,30 | -0,03 | -0,39 | 2,75 | - |
1984 | 2,33 | -4,53 | -0,40 | -1,23 | -5,49 | 2,90 | -2,48 | 10,06 | 1,53 | 0,23 | -0,43 | 4,49 | - |
1985 | 6,76 | 3,33 | -0,05 | 1,06 | 3,21 | 0,41 | -2,52 | 0,79 | -7,41 | 4,24 | 2,24 | 5,50 | - |
1986 | -1,06 | -0,38 | 5,55 | 0,37 | 1,65 | -3,57 | -8,74 | 9,61 | -4,21 | 7,14 | 1,65 | 0,45 | - |
1987 | 3,83 | 3,95 | -0,43 | -3,65 | 5,63 | 6,53 | 9,04 | -2,84 | 3,06 | -27,29 | -5,46 | -3,41 | - |
1988 | 4,48 | 4,70 | -1,14 | 2,59 | -0,30 | 9,87 | -0,60 | -0,22 | 0,81 | -3,94 | -2,37 | 4,85 | - |
1989 | 8,78 | -2,01 | 4,41 | 3,60 | 7,81 | 0,51 | 1,27 | 7,43 | -1,78 | -3,48 | 3,13 | 5,54 | - |
1990 | -4,10 | 1,27 | 4,41 | -1,98 | 4,82 | 1,67 | -2,79 | -9,49 | -12,70 | -0,89 | 3,10 | 2,73 | - |
1991 | -1,40 | 9,74 | 2,71 | -1,81 | 2,82 | -5,67 | 4,13 | 0,98 | -0,45 | 0,38 | -5,32 | 3,70 | - |
1992 | -0,69 | 3,99 | -1,14 | 1,60 | -0,02 | -3,86 | -0,34 | -1,59 | -3,53 | -1,48 | 2,77 | 3,73 | - |
1993 | 0,87 | -3,87 | 2,38 | 0,23 | -0,40 | -3,43 | 1,72 | 5,47 | 1,21 | 7,04 | -2,92 | 8,86 | - |
1994 | 0,89 | -4,32 | -2,74 | -1,68 | 4,31 | -7,21 | 4,85 | 2,50 | -4,03 | -1,26 | -3,05 | 1,74 | - |
1995 | -3,46 | 0,53 | -8,00 | -0,09 | 2,88 | 1,14 | 9,82 | 11,38 | 3,37 | 0,25 | 4,74 | 2,45 | - |
1996 | 3,63 | 2,00 | 2,08 | 0,74 | 1,70 | 1,55 | -7,03 | 4,28 | 5,05 | 2,97 | 5,85 | 1,38 | - |
1997 | 6,35 | 1,71 | 2,51 | 0,26 | 1,68 | 2,62 | 9,03 | -2,31 | 4,70 | -7,19 | 5,83 | 2,82 | +30,64% |
1998 | 0,57 | 6,44 | 10,32 | 0,17 | 2,89 | -0,26 | 2,95 | -17,44 | -1,66 | -5,34 | 11,30 | -5,58 | +0,92% |
1999 | 9,25 | 0,30 | 4,37 | 7,52 | -0,79 | 5,97 | -3,95 | -5,01 | -3,29 | 0,51 | 2,88 | 8,25 | +27,68% |
2000 | 0,49 | 4,60 | -1,80 | 4,59 | -3,40 | -0,45 | 0,08 | 2,69 | -5,46 | -1,84 | -3,51 | 7,73 | +2,92% |
2001 | 6,88 | -6,91 | 1,93 | 8,67 | -5,27 | 1,28 | -1,36 | -8,01 | -12,54 | 9,08 | 8,79 | 7,74 | +7,29% |
2002 | -0,74 | -1,42 | 5,65 | -6,59 | -3,20 | -11,20 | -10,59 | -2,43 | -9,94 | 11,17 | 10,16 | -10,74 | -28,71% |
2003 | -2,08 | -3,54 | -1,31 | 11,24 | 7,50 | 1,94 | 4,41 | 0,97 | -4,82 | 5,95 | 1,98 | 3,88 | +27,97% |
2004 | 1,08 | 4,94 | -6,02 | 2,60 | 1,24 | 0,58 | -1,97 | -1,83 | 2,46 | -1,29 | 1,54 | 2,98 | +6,02% |
2005 | -2,16 | 4,59 | -0,44 | -5,18 | 5,70 | 3,06 | 5,88 | 0,15 | 3,66 | 0,69 | 6,58 | 1,56 | +26,06% |
2006 | 4,91 | -2,15 | 3,38 | 0,17 | -5,51 | 1,75 | 0,22 | 6,42 | 1,90 | 2,15 | 0,75 | 4,77 | +19,77% |
2007 | 2,18 | -2,13 | 0,53 | 5,01 | 4,35 | 1,23 | -4,08 | -4,15 | 2,86 | 1,64 | -7,58 | -2,13 | -3,05% |
2008 | -13,38 | -0,22 | -7,50 | 10,63 | 1,84 | -9,56 | -0,81 | -1,15 | -16,80 | -24,11 | -8,62 | -1,09 | -54,42% |
2009 | -8,60 | -1,02 | 7,43 | 11,38 | 5,11 | 1,27 | 6,43 | 1,18 | 0,14 | 1,99 | -2,75 | 9,81 | +35,32% |
2010 | -5,35 | -2,72 | 11,13 | 1,78 | -12,62 | -5,53 | 3,80 | -5,29 | 9,38 | -1,09 | 1,93 | 3,78 | -3,27% |
2011 | 1,63 | 4,16 | 0,12 | 0,98 | -2,00 | -3,41 | -5,52 | -6,93 | -9,78 | 13,67 | -3,06 | -0,95 | -12,29% |
2012 | 4,60 | 11,48 | 1,46 | -3,38 | -11,09 | 5,32 | 1,45 | 2,32 | 2,67 | 2,40 | 6,54 | 5,72 | +31,58% |
2013 | 12,56 | 1,25 | 3,91 | 5,28 | 6,46 | -5,65 | 5,22 | -1,80 | 4,53 | 4,96 | 5,63 | 4,40 | +56,56% |
2014 | -6,19 | 5,60 | -0,22 | -1,27 | 1,77 | 1,52 | 0,89 | 2,83 | 3,30 | 2,86 | 7,64 | -1,11 | +18,32% |
2015 | -2,98 | 6,87 | -0,85 | 3,49 | 5,17 | -4,21 | 1,53 | -8,02 | -5,50 | 9,20 | 1,41 | -4,12 | +0,43% |
2016 | -7,18 | -6,92 | 6,10 | -2,54 | 3,97 | -9,85 | 5,06 | 1,03 | -1,26 | 1,79 | 9,53 | 3,44 | +1,21% |
2017 | 0,12 | 2,33 | 1,43 | 2,13 | 2,23 | 1,71 | 1,68 | 0,11 | 3,12 | 3,69 | 0,90 | 0,91 | +22,29% |
2018 | 3,69 | -5,47 | -2,02 | 3,54 | -0,07 | 1,72 | 3,75 | -1,21 | 2,46 | -9,34 | 1,73 | -8,75 | -10,67% |
2019 | 7,34 | 5,77 | 1,59 | 3,49 | -8,21 | 5,98 | 0,83 | -3,74 | 3,18 | 2,83 | 3,89 | 2,62 | +27,47% |
2020 | -1,16 | -7,85 | -11,11 | 9,02 | 5,28 | 2,66 | 2,09 | 4,72 | -2,36 | -4,14 | 11,91 | 3,16 | +10,21% |
2021 | 0,02 | 4,64 | 5,70 | 3,42 | 3,05 | 0,98 | -0,57 | 1,42 | -2,36 | 6,97 | -4,53 | 7,33 | +28,49% |
2022 | -5,24 | -2,27 | 6,65 | -0,80 | -0,31 | -2,64 | 4,72 | -0,79 | -4,78 | 9,87 | 1,42 | -7,76 | -3,29% |
2023 | 5,65 | 1,78 | 1,17 | 4,47 | 0,44 | 8,22 | 0,43 | -0,06 | -2,15 | -0,41 | 6,30 | -0,70 | +27,54% |
2024 | 4,45 | 5,35 | 3,78 | 1,07 | 3,37 | 1,04 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,02% | 10,92% | 12,10% | 16,30% | 18,75% |
Sharpe Ratio | 4,41 | 3,69 | 2,24 | 0,82 | 0,79 |
Bester Monat | +5,35% | +5,35% | +8,22% | +9,87% | +11,91% |
Schlechtester Monat | -0,70% | -0,70% | -2,15% | -7,76% | -11,11% |
Maximaler Verlust | -3,67% | -3,67% | -6,35% | -15,01% | -30,80% |
Outperformance | -2,91% | - | -3,41% | +15,07% | +38,27% |
Alle Kurse in JPY
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Capital Group Global Equity Fund... | thesaurierend | 43,4400 | +14,71% | +7,39% | |
Capital Group Global Equity Fund... | thesaurierend | 38,8500 | +12,87% | +6,76% | |
Capital Group Global Equity Fund... | thesaurierend | 33,9400 | +12,12% | +18,38% | |
Capital Group Global Equity Fund... | thesaurierend | 55,8800 | +14,63% | +11,78% | |
Capital Group Global Equity Fund... | thesaurierend | 57,8100 | +15,94% | +26,09% | |
Capital Group Global Equity Fund... | thesaurierend | 48,8200 | +13,85% | +23,94% | |
Capital Group Global Equity Fund... | thesaurierend | 9.798,0000 | +30,87% | +60,20% | |
Capital Group Global Equity Fund... | thesaurierend | 62,4700 | +16,44% | +12,42% | |
Capital Group Global Equity Fund... | ausschüttend | 37,9200 | +14,20% | +20,47% | |
Capital Group Global Equity Fund... | ausschüttend | 32,0200 | +12,13% | +18,36% | |
Capital Group Global Equity Fund... | ausschüttend | 40,9800 | +14,71% | +7,40% | |
Capital Group Global Equity Fund... | thesaurierend | 45,0900 | +13,75% | +9,20% | |
Capital Group Global Equity Fund... | thesaurierend | 46,6600 | +15,07% | +23,21% | |
Capital Group Global Equity Fund... | thesaurierend | 39,3900 | +12,96% | +21,05% | |
Capital Group Global Equity Fund... | thesaurierend | 50,4200 | +15,56% | +9,85% | |
Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 48,8800 | +15,42% | +24,35% | |
Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 39,5100 | +15,09% | +23,20% | |
Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 42,6900 | +15,56% | +9,85% | |
Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 52,9100 | +16,03% | - | |
Capital Group Global Equity Fund... | ausschüttend | 54,4800 | +15,95% | +26,09% | |
Capital Group Global Equity Fund... | thesaurierend | 52,5800 | +15,74% | - | |
Capital Group Global Equity Fund... | thesaurierend | 52,6200 | +15,80% | +10,57% | |
Capital Group Global Equity Fund... | thesaurierend | 48,6900 | +15,32% | +24,02% | |
Capital Group Global Equity Fund... | ausschüttend | 50,6600 | +15,79% | +10,56% | |
Capital Group Global Equity Fund... | ausschüttend | 46,8800 | +15,29% | +23,99% | |
Capital Group Global Equity Fund... | thesaurierend | 41,3400 | +13,45% | - | |
Capital Group Global Equity Fund... | ausschüttend | 6.330,0000 | +12,26% | - | |
Capital Group Global Equity Fund... | thesaurierend | 47,2400 | +14,08% | +10,22% | |
Capital Group Global Equity Fund... | thesaurierend | 41,2700 | +13,32% | +22,17% | |
Capital Group Global Equity Fund... | ausschüttend | 38,1800 | +13,74% | +9,18% | |
Capital Group Global Equity Fund... | ausschüttend | 33,3600 | +12,98% | +21,08% | |
Capital Group Global Equity Fund... | thesaurierend | 7.907,0000 | +29,86% | +56,51% | |
Capital Group Global Equity Fund... | ausschüttend | 45,3100 | +13,98% | +9,89% | |
Capital Group Global Equity Fund... | thesaurierend | 47,0600 | +13,97% | +9,93% | |
Capital Group Global Equity Fund... | ausschüttend | 39,5800 | +13,18% | +21,84% | |
Capital Group Global Equity Fund... | thesaurierend | 41,1100 | +13,19% | +21,88% | |
Capital Group Global Equity Fund... | thesaurierend | 40,2000 | +14,20% | +20,47% |
Performance
lfd. Jahr | +20,55% | ||
---|---|---|---|
6 Monate | +19,94% | ||
1 Jahr | +30,87% | ||
3 Jahre | +60,20% | ||
5 Jahre | +134,96% | ||
10 Jahre | +250,30% | ||
seit Beginn | +8081,33% | ||
Jahr | |||
2023 | +27,54% | ||
2022 | -3,29% | ||
2021 | +28,49% | ||
2020 | +10,21% | ||
2019 | +27,47% | ||
2018 | -10,67% | ||
2017 | +22,29% | ||
2016 | +1,21% | ||
2015 | +0,43% |