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Capital Group Global Equity Fund (LUX) Z USD/  LU0817818692  /

Fonds
NAV15.05.2024 Diff.+0,5100 Ertragstyp Ausrichtung Fondsgesellschaft
50,4500USD +1,02% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 2,86 -3,90 5,89 -1,82 5,13 4,23 1,43 1,71 -
2014 -3,84 5,62 -1,28 -0,43 2,21 1,91 -0,66 1,67 -2,06 0,34 1,97 -2,05 +3,07%
2015 -1,55 5,28 -1,37 3,81 1,46 -3,08 0,40 -6,24 -4,69 8,73 -0,78 -1,95 -0,96%
2016 -8,25 0,28 6,58 1,81 0,34 -2,53 5,03 0,41 0,74 -2,04 1,25 0,62 +3,51%
2017 3,97 2,52 1,73 2,22 2,91 0,29 3,11 0,17 0,97 2,71 1,87 0,75 +25,76%
2018 6,92 -3,34 -1,79 0,70 0,35 -0,10 2,67 -0,65 0,12 -8,76 1,02 -5,53 -8,88%
2019 7,96 3,27 2,14 2,88 -5,69 6,43 -0,15 -1,46 1,30 2,89 2,46 3,29 +27,61%
2020 -0,95 -7,48 -10,89 9,17 4,70 2,49 4,06 4,58 -1,99 -3,48 12,12 4,25 +15,12%
2021 -1,48 2,76 1,68 4,72 2,48 -0,24 0,62 1,07 -3,55 4,40 -3,79 5,39 +14,42%
2022 -5,35 -2,22 0,64 -6,99 0,42 -7,66 6,45 -4,82 -8,66 6,88 9,13 -3,01 -15,90%
2023 6,43 -2,75 3,68 1,76 -1,85 4,43 1,78 -2,33 -4,81 -1,88 8,62 4,36 +17,81%
2024 0,00 3,34 2,72 -3,07 5,02 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,78% 9,30% 10,43% 14,53% 16,46%
Sharpe Ratio 2,01 3,04 1,22 0,02 0,36
Bester Monat +5,02% +8,62% +8,62% +9,13% +12,12%
Schlechtester Monat -3,07% -3,07% -4,81% -8,66% -10,89%
Maximaler Verlust -4,62% -4,62% -10,27% -26,00% -30,34%
Outperformance +7,99% - +8,57% +12,94% +19,06%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Group Global Equity Fund... thesaurierend 43,4900 +15,63% +10,44%
Capital Group Global Equity Fund... thesaurierend 39,2600 +16,64% +10,47%
Capital Group Global Equity Fund... thesaurierend 34,2900 +14,26% +23,17%
Capital Group Global Equity Fund... thesaurierend 56,4000 +18,44% +15,64%
Capital Group Global Equity Fund... thesaurierend 57,4100 +17,35% +29,19%
Capital Group Global Equity Fund... thesaurierend 49,2600 +16,04% +28,92%
Capital Group Global Equity Fund... thesaurierend 9.681,0000 +33,73% +64,11%
Capital Group Global Equity Fund... thesaurierend 62,4800 +17,44% +15,62%
Capital Group Global Equity Fund... ausschüttend 37,7000 +15,59% +23,41%
Capital Group Global Equity Fund... ausschüttend 32,3500 +14,28% +23,16%
Capital Group Global Equity Fund... ausschüttend 41,0300 +15,65% +10,47%
Capital Group Global Equity Fund... thesaurierend 45,5400 +17,49% +12,97%
Capital Group Global Equity Fund... thesaurierend 46,3600 +16,45% +26,22%
Capital Group Global Equity Fund... thesaurierend 39,7800 +15,14% +25,97%
Capital Group Global Equity Fund... thesaurierend 50,4500 +16,54% +12,96%
Capital Group Glo.Eq.(LUX)A4 EUR thesaurierend 48,5600 +16,82% +27,39%
Capital Group Glo.Eq.(LUX)Zd EUR ausschüttend 39,2500 +16,45% +26,19%
Capital Group Glo.Eq.(LUX)Zd USD ausschüttend 42,7200 +16,55% +12,96%
Capital Group Glo.Eq.(LUX)A7 USD thesaurierend 52,9200 +17,00% -
Capital Group Global Equity Fund... ausschüttend 54,1000 +17,35% +29,16%
Capital Group Global Equity Fund... thesaurierend 52,6100 +16,70% -
Capital Group Global Equity Fund... thesaurierend 52,6400 +16,77% +13,72%
Capital Group Global Equity Fund... thesaurierend 48,3700 +16,69% +27,02%
Capital Group Global Equity Fund... ausschüttend 50,6800 +16,76% +13,70%
Capital Group Global Equity Fund... ausschüttend 46,5700 +16,66% +26,98%
Capital Group Global Equity Fund... thesaurierend 41,7300 +15,63% -
Capital Group Global Equity Fund... ausschüttend 6.336,0000 +13,55% -
Capital Group Global Equity Fund... thesaurierend 47,7000 +17,87% +14,03%
Capital Group Global Equity Fund... thesaurierend 41,6700 +15,49% +27,16%
Capital Group Global Equity Fund... ausschüttend 38,5600 +17,50% +12,95%
Capital Group Global Equity Fund... ausschüttend 33,6800 +15,14% +25,94%
Capital Group Global Equity Fund... thesaurierend 7.818,0000 +32,73% +60,34%
Capital Group Global Equity Fund... ausschüttend 45,7500 +17,72% +13,68%
Capital Group Global Equity Fund... thesaurierend 47,5200 +17,77% +13,74%
Capital Group Global Equity Fund... ausschüttend 39,9600 +15,34% +26,75%
Capital Group Global Equity Fund... thesaurierend 41,5100 +15,40% +26,83%
Capital Group Global Equity Fund... thesaurierend 39,9700 +15,59% +23,40%

Performance

lfd. Jahr  
+8,05%
6 Monate  
+14,79%
1 Jahr  
+16,54%
3 Jahre  
+12,96%
5 Jahre  
+58,65%
10 Jahre  
+117,27%
seit Beginn  
+154,54%
Jahr
2023  
+17,81%
2022
  -15,90%
2021  
+14,42%
2020  
+15,12%
2019  
+27,61%
2018
  -8,88%
2017  
+25,76%
2016  
+3,51%
2015
  -0,96%