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

Fonds
NAV23.05.2024 Diff.-0,2000 Ertragstyp Ausrichtung Fondsgesellschaft
39,3300GBP -0,51% 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 2,29 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,08% 7,81% 9,16% 11,96% 14,63%
Sharpe Ratio 2,01 2,42 1,08 0,28 0,41
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 43,0300 +15,45% +7,98%
Capital Group Global Equity Fund... thesaurierend 39,3600 +17,11% +10,31%
Capital Group Global Equity Fund... thesaurierend 33,9000 +12,89% +20,34%
Capital Group Global Equity Fund... thesaurierend 56,5500 +18,88% +15,46%
Capital Group Global Equity Fund... thesaurierend 57,2000 +16,78% +28,08%
Capital Group Global Equity Fund... thesaurierend 48,7100 +14,61% +25,96%
Capital Group Global Equity Fund... thesaurierend 9.700,0000 +32,69% +63,08%
Capital Group Global Equity Fund... thesaurierend 61,8300 +17,21% +13,03%
Capital Group Global Equity Fund... ausschüttend 37,5500 +15,02% +22,36%
Capital Group Global Equity Fund... ausschüttend 31,9800 +12,89% +20,34%
Capital Group Global Equity Fund... ausschüttend 40,5900 +15,45% +7,98%
Capital Group Global Equity Fund... thesaurierend 45,6600 +17,95% +12,82%
Capital Group Global Equity Fund... thesaurierend 46,1800 +15,88% +25,12%
Capital Group Global Equity Fund... thesaurierend 39,3300 +13,74% +23,06%
Capital Group Global Equity Fund... thesaurierend 49,9200 +16,31% +10,44%
Capital Group Glo.Eq.(LUX)A4 EUR thesaurierend 48,3700 +16,25% +26,29%
Capital Group Glo.Eq.(LUX)Zd EUR ausschüttend 39,1000 +15,86% +25,08%
Capital Group Glo.Eq.(LUX)Zd USD ausschüttend 42,2700 +16,33% +10,44%
Capital Group Glo.Eq.(LUX)A7 USD thesaurierend 52,3700 +16,79% -
Capital Group Global Equity Fund... ausschüttend 53,9000 +16,79% +28,07%
Capital Group Global Equity Fund... thesaurierend 52,0600 +16,49% -
Capital Group Global Equity Fund... thesaurierend 52,0900 +16,56% +11,16%
Capital Group Global Equity Fund... thesaurierend 48,1900 +16,15% +25,95%
Capital Group Global Equity Fund... ausschüttend 50,1600 +16,57% +11,18%
Capital Group Global Equity Fund... ausschüttend 46,4000 +16,12% +25,91%
Capital Group Global Equity Fund... thesaurierend 41,2600 +14,20% -
Capital Group Global Equity Fund... ausschüttend 6.284,0000 +13,12% -
Capital Group Global Equity Fund... thesaurierend 47,8300 +18,33% +13,85%
Capital Group Global Equity Fund... thesaurierend 41,1900 +14,07% +24,18%
Capital Group Global Equity Fund... ausschüttend 38,6600 +17,95% +12,79%
Capital Group Global Equity Fund... ausschüttend 33,3000 +13,73% +23,04%
Capital Group Global Equity Fund... thesaurierend 7.831,0000 +31,66% +59,33%
Capital Group Global Equity Fund... ausschüttend 45,8700 +18,18% +13,51%
Capital Group Global Equity Fund... thesaurierend 47,6500 +18,24% +13,56%
Capital Group Global Equity Fund... ausschüttend 39,5100 +13,95% +23,84%
Capital Group Global Equity Fund... thesaurierend 41,0400 +13,97% +23,88%
Capital Group Global Equity Fund... thesaurierend 39,8100 +15,02% +22,34%

Performance

lfd. Jahr  
+7,37%
6 Monate  
+10,63%
1 Jahr  
+13,74%
3 Jahre  
+23,06%
5 Jahre  
+59,49%
10 Jahre  
+182,95%
seit Beginn  
+206,55%
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%