DetailsChartProfilRisikomatrixNachrichtenDokumente

Capital Group Global Equity Fund (LUX) Zd GBP/  LU0817818932  /

Fonds
NAV30.05.2024 Diff.-0,0800 Ertragstyp Ausrichtung Fondsgesellschaft
32,8400GBP -0,24% ausschüttend Aktien weltweit Capital Int. M. Co. ▶
  • Ausschüttungsbereinigt Ausschüttungsbereinigt

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 - 1,09 2,73 4,53 -0,29 2,37 0,14 2,17 -1,58 2,75 -0,98 3,56 +13,31%
2022 -4,73 -1,99 2,78 -2,85 0,21 -4,42 6,41 -0,25 -4,95 4,07 3,84 -3,32 -5,86%
2023 4,39 -0,31 1,06 -0,10 -0,85 2,29 0,74 -1,06 -1,14 -1,53 4,59 3,33 +11,74%
2024 0,57 3,78 2,72 -2,08 0,86 - - - - - - - -
Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,08% 7,84% 8,93% 12,03% -%
Sharpe Ratio 1,39 2,06 0,98 0,22 -
Bester Monat +3,78% +4,59% +4,59% +6,41% -
Schlechtester Monat -2,08% -2,08% -2,08% -4,95% -
Maximaler Verlust -3,03% -3,03% -4,99% -14,97% -
Outperformance - - - - -
 
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  
+5,89%
6 Monate  
+9,42%
1 Jahr  
+12,57%
3 Jahre  
+20,60%
5 Jahre     -
10 Jahre     -
seit Beginn  
+26,21%
Jahr
2023  
+11,74%
2022
  -5,86%
2021  
+13,31%
 

Ausschüttungen

02.01.2024 0,31 GBP
03.01.2023 0,24 GBP
03.01.2022 0,19 GBP