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Capital Group Global Equity Fund (LUX) Z GBP/  LU0817818429  /

Fonds
NAV06.06.2024 Diff.+0,0400 Ertragstyp Ausrichtung Fondsgesellschaft
39,4000GBP +0,10% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 5,13 -4,22 6,41 -3,99 0,76 4,88 -0,29 0,36 -
2014 -3,36 4,14 -0,85 -1,79 2,84 0,07 0,43 3,46 0,14 1,91 3,88 -1,35 +9,58%
2015 2,02 2,62 2,74 0,00 1,88 -5,95 1,01 -4,64 -3,22 7,13 1,52 -0,31 +4,17%
2016 -4,76 2,83 3,13 -0,06 0,31 6,18 6,99 1,14 1,56 4,66 -1,11 1,13 +23,67%
2017 2,68 3,40 1,43 -1,41 3,43 -0,55 1,90 2,18 -2,81 3,34 0,04 0,93 +15,34%
2018 1,71 -0,35 -3,64 2,65 3,90 0,63 3,22 0,61 -0,44 -6,97 1,39 -5,58 -3,47%
2019 4,91 2,12 3,99 2,78 -2,70 5,96 4,24 -1,52 0,26 -2,36 2,61 0,90 +22,83%
2020 -0,67 -4,70 -8,02 7,65 6,79 2,11 -1,49 2,43 1,51 -3,85 8,97 1,62 +11,48%
2021 -1,66 1,08 2,74 4,52 -0,28 2,37 0,12 2,19 -1,58 2,75 -0,97 3,54 +15,61%
2022 -4,71 -1,99 2,77 -2,84 0,22 -4,43 6,43 -0,24 -4,97 4,08 3,83 -3,30 -5,83%
2023 4,39 -0,32 1,08 -0,12 -0,84 2,28 0,72 -1,05 -1,15 -1,51 4,57 3,36 +11,75%
2024 0,57 3,77 2,72 -2,09 1,59 0,87 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,13% 7,94% 8,87% 11,98% 14,63%
Sharpe Ratio 1,83 2,41 1,03 0,27 0,40
Bester Monat +3,77% +3,77% +4,57% +6,43% +8,97%
Schlechtester Monat -2,09% -2,09% -2,09% -4,97% -8,02%
Maximaler Verlust -3,03% -3,03% -5,00% -14,97% -23,05%
Outperformance +7,94% - +7,80% +20,28% +26,88%
 
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  
+7,56%
6 Monate  
+10,83%
1 Jahr  
+12,89%
3 Jahre  
+22,47%
5 Jahre  
+58,42%
10 Jahre  
+177,07%
seit Beginn  
+207,09%
Jahr
2023  
+11,75%
2022
  -5,83%
2021  
+15,61%
2020  
+11,48%
2019  
+22,83%
2018
  -3,47%
2017  
+15,34%
2016  
+23,67%
2015  
+4,17%