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

Fonds
NAV30.05.2024 Diff.-0,0900 Ertragstyp Ausrichtung Fondsgesellschaft
38,7900GBP -0,23% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz 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 0,88 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,09% 7,86% 9,04% 11,96% 14,63%
Sharpe Ratio 1,39 2,06 0,97 0,22 0,40
Bester Monat +3,77% +4,57% +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 42,5600 +14,66% +6,13%
Capital Group Global Equity Fund... thesaurierend 38,4500 +14,37% +6,89%
Capital Group Global Equity Fund... thesaurierend 33,4300 +11,73% +17,96%
Capital Group Global Equity Fund... thesaurierend 55,2600 +16,09% +11,89%
Capital Group Global Equity Fund... thesaurierend 56,4800 +15,34% +25,34%
Capital Group Global Equity Fund... thesaurierend 48,0500 +13,46% +23,49%
Capital Group Global Equity Fund... thesaurierend 9.595,0000 +30,65% +59,17%
Capital Group Global Equity Fund... thesaurierend 61,1700 +16,40% +11,10%
Capital Group Global Equity Fund... ausschüttend 37,0700 +13,59% +19,74%
Capital Group Global Equity Fund... ausschüttend 31,5300 +11,74% +17,94%
Capital Group Global Equity Fund... ausschüttend 40,1500 +14,66% +6,14%
Capital Group Global Equity Fund... thesaurierend 44,6100 +15,21% +9,31%
Capital Group Global Equity Fund... thesaurierend 45,6000 +14,46% +22,48%
Capital Group Global Equity Fund... thesaurierend 38,7900 +12,60% +20,65%
Capital Group Global Equity Fund... thesaurierend 49,3800 +15,51% +8,55%
Capital Group Glo.Eq.(LUX)A4 EUR thesaurierend 47,7600 +14,78% +23,60%
Capital Group Glo.Eq.(LUX)Zd EUR ausschüttend 38,6100 +14,45% +22,44%
Capital Group Glo.Eq.(LUX)Zd USD ausschüttend 41,8100 +15,50% +8,54%
Capital Group Glo.Eq.(LUX)A7 USD thesaurierend 51,8100 +15,98% -
Capital Group Global Equity Fund... ausschüttend 53,2300 +15,34% +25,35%
Capital Group Global Equity Fund... thesaurierend 51,5000 +15,70% -
Capital Group Global Equity Fund... thesaurierend 51,5300 +15,77% +9,27%
Capital Group Global Equity Fund... thesaurierend 47,5800 +14,68% +23,30%
Capital Group Global Equity Fund... ausschüttend 49,6100 +15,75% +9,26%
Capital Group Global Equity Fund... ausschüttend 45,8100 +14,67% +23,24%
Capital Group Global Equity Fund... thesaurierend 40,7000 +13,06% -
Capital Group Global Equity Fund... ausschüttend 6.205,0000 +12,01% -
Capital Group Global Equity Fund... thesaurierend 46,7300 +15,55% +10,32%
Capital Group Global Equity Fund... thesaurierend 40,6300 +12,92% +21,76%
Capital Group Global Equity Fund... ausschüttend 37,7700 +15,20% +9,29%
Capital Group Global Equity Fund... ausschüttend 32,8400 +12,57% +20,60%
Capital Group Global Equity Fund... thesaurierend 7.745,0000 +29,65% +55,49%
Capital Group Global Equity Fund... ausschüttend 44,8200 +15,41% +9,99%
Capital Group Global Equity Fund... thesaurierend 46,5500 +15,45% +10,05%
Capital Group Global Equity Fund... ausschüttend 38,9700 +12,81% +21,41%
Capital Group Global Equity Fund... thesaurierend 40,4800 +12,82% +21,45%
Capital Group Global Equity Fund... thesaurierend 39,3000 +13,58% +19,74%

Performance

lfd. Jahr  
+5,90%
6 Monate  
+9,45%
1 Jahr  
+12,60%
3 Jahre  
+20,65%
5 Jahre  
+58,33%
10 Jahre  
+175,11%
seit Beginn  
+202,34%
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%