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Capital Group Global Equity Fund (LUX) Z CHF/  LU0817818262  /

Fonds
NAV17.05.2024 Diff.+0,1400 Ertragstyp Ausrichtung Fondsgesellschaft
45,7500CHF +0,31% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 5,82 -5,24 4,62 -2,05 2,10 4,31 1,33 0,24 -
2014 -2,18 2,73 -1,01 -0,83 4,03 1,09 1,54 2,39 2,34 1,19 1,91 0,77 +14,69%
2015 -7,78 7,61 1,15 0,42 0,84 -3,74 3,24 -5,31 -3,76 10,06 3,55 -4,92 -0,25%
2016 -5,93 -2,12 2,21 2,07 3,35 -4,01 4,54 1,70 -0,50 -0,08 4,12 0,48 +5,38%
2017 0,97 4,26 1,38 1,39 0,56 -1,03 4,44 -0,18 1,50 5,50 0,43 -0,20 +20,51%
2018 2,14 -1,89 -0,63 4,42 -0,19 0,35 2,66 -2,75 1,38 -6,36 0,24 -7,08 -8,07%
2019 9,22 3,66 1,89 5,29 -7,32 3,77 1,71 -1,96 2,18 1,68 3,87 -0,03 +25,66%
2020 -1,42 -7,32 -11,10 9,46 4,35 0,93 0,46 3,38 -0,18 -3,90 11,11 1,56 +5,29%
2021 -0,85 4,95 5,64 1,17 0,94 2,61 -1,50 2,18 -1,85 2,58 -3,53 4,60 +17,81%
2022 -3,75 -3,24 1,43 -2,10 -0,98 -8,11 6,14 -2,27 -7,79 8,48 3,12 -5,23 -14,67%
2023 5,40 0,05 0,70 -0,59 0,03 2,61 -0,83 -1,07 -1,34 -2,50 4,56 0,23 +7,18%
2024 2,60 5,91 4,76 -1,21 3,60 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,64% 8,20% 9,19% 13,41% 16,34%
Sharpe Ratio 5,42 3,97 1,52 0,04 0,22
Bester Monat +5,91% +5,91% +5,91% +8,48% +11,11%
Schlechtester Monat -1,21% -1,21% -2,50% -8,11% -11,10%
Maximaler Verlust -4,05% -4,05% -7,98% -21,06% -30,28%
Outperformance - - - - -
 
Alle Kurse in CHF

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  
+16,50%
6 Monate  
+16,65%
1 Jahr  
+17,82%
3 Jahre  
+13,50%
5 Jahre  
+42,75%
10 Jahre  
+120,80%
seit Beginn  
+143,74%
Jahr
2023  
+7,18%
2022
  -14,67%
2021  
+17,81%
2020  
+5,29%
2019  
+25,66%
2018
  -8,07%
2017  
+20,51%
2016  
+5,38%
2015
  -0,25%