Capital Group Global Equity Fund (LUX) Z USD/ LU0817818692 /
| NAV15/05/2024 | Diferencia+0.5100 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 50.4500USD | +1.02% | reinvestment | Equity Worldwide | Capital Int. M. Co. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.78% | 9.30% | 10.43% | 14.53% | 16.46% |
| Índice de Sharpe | 2.01 | 3.04 | 1.22 | 0.02 | 0.36 |
| El mes mejor | +5.02% | +8.62% | +8.62% | +9.13% | +12.12% |
| El mes peor | -3.07% | -3.07% | -4.81% | -8.66% | -10.89% |
| Pérdida máxima | -4.62% | -4.62% | -10.27% | -26.00% | -30.34% |
| Rendimiento superior | +7.99% | - | +8.57% | +12.94% | +19.06% |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Capital Group Global Equity Fund... | reinvestment | 43.4900 | +15.63% | +10.44% | |
| Capital Group Global Equity Fund... | reinvestment | 39.2600 | +16.64% | +10.47% | |
| Capital Group Global Equity Fund... | reinvestment | 34.2900 | +14.26% | +23.17% | |
| Capital Group Global Equity Fund... | reinvestment | 56.4000 | +18.44% | +15.64% | |
| Capital Group Global Equity Fund... | reinvestment | 57.4100 | +17.35% | +29.19% | |
| Capital Group Global Equity Fund... | reinvestment | 49.2600 | +16.04% | +28.92% | |
| Capital Group Global Equity Fund... | reinvestment | 9,681.0000 | +33.73% | +64.11% | |
| Capital Group Global Equity Fund... | reinvestment | 62.4800 | +17.44% | +15.62% | |
| Capital Group Global Equity Fund... | paying dividend | 37.7000 | +15.59% | +23.41% | |
| Capital Group Global Equity Fund... | paying dividend | 32.3500 | +14.28% | +23.16% | |
| Capital Group Global Equity Fund... | paying dividend | 41.0300 | +15.65% | +10.47% | |
| Capital Group Global Equity Fund... | reinvestment | 45.5400 | +17.49% | +12.97% | |
| Capital Group Global Equity Fund... | reinvestment | 46.3600 | +16.45% | +26.22% | |
| Capital Group Global Equity Fund... | reinvestment | 39.7800 | +15.14% | +25.97% | |
| Capital Group Global Equity Fund... | reinvestment | 50.4500 | +16.54% | +12.96% | |
| Capital Group Glo.Eq.(LUX)A4 EUR | reinvestment | 48.5600 | +16.82% | +27.39% | |
| Capital Group Glo.Eq.(LUX)Zd EUR | paying dividend | 39.2500 | +16.45% | +26.19% | |
| Capital Group Glo.Eq.(LUX)Zd USD | paying dividend | 42.7200 | +16.55% | +12.96% | |
| Capital Group Glo.Eq.(LUX)A7 USD | reinvestment | 52.9200 | +17.00% | - | |
| Capital Group Global Equity Fund... | paying dividend | 54.1000 | +17.35% | +29.16% | |
| Capital Group Global Equity Fund... | reinvestment | 52.6100 | +16.70% | - | |
| Capital Group Global Equity Fund... | reinvestment | 52.6400 | +16.77% | +13.72% | |
| Capital Group Global Equity Fund... | reinvestment | 48.3700 | +16.69% | +27.02% | |
| Capital Group Global Equity Fund... | paying dividend | 50.6800 | +16.76% | +13.70% | |
| Capital Group Global Equity Fund... | paying dividend | 46.5700 | +16.66% | +26.98% | |
| Capital Group Global Equity Fund... | reinvestment | 41.7300 | +15.63% | - | |
| Capital Group Global Equity Fund... | paying dividend | 6,336.0000 | +13.55% | - | |
| Capital Group Global Equity Fund... | reinvestment | 47.7000 | +17.87% | +14.03% | |
| Capital Group Global Equity Fund... | reinvestment | 41.6700 | +15.49% | +27.16% | |
| Capital Group Global Equity Fund... | paying dividend | 38.5600 | +17.50% | +12.95% | |
| Capital Group Global Equity Fund... | paying dividend | 33.6800 | +15.14% | +25.94% | |
| Capital Group Global Equity Fund... | reinvestment | 7,818.0000 | +32.73% | +60.34% | |
| Capital Group Global Equity Fund... | paying dividend | 45.7500 | +17.72% | +13.68% | |
| Capital Group Global Equity Fund... | reinvestment | 47.5200 | +17.77% | +13.74% | |
| Capital Group Global Equity Fund... | paying dividend | 39.9600 | +15.34% | +26.75% | |
| Capital Group Global Equity Fund... | reinvestment | 41.5100 | +15.40% | +26.83% | |
| Capital Group Global Equity Fund... | reinvestment | 39.9700 | +15.59% | +23.40% |
Performance
| Año hasta la fecha | +8.05% | ||
|---|---|---|---|
| 6 Meses | +14.79% | ||
| Promedio móvil | +16.54% | ||
| 3 Años | +12.96% | ||
| 5 Años | +58.65% | ||
| 10 Años | +117.27% | ||
| Desde el principio | +154.54% | ||
| Año | |||
| 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% | ||
