Capital Group Global Equity Fund (LUX) B CHF/ LU0152882725 /
NAV19.09.2024 | Diff.+0,6500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
38,4600CHF | +1,72% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1970 | 0,00 | 0,00 | 0,00 | 0,00 | -0,87 | 0,44 | 2,62 | 0,85 | 0,42 | -1,26 | -0,43 | 2,56 | - |
1971 | 4,58 | 0,40 | 4,37 | 3,80 | -7,69 | 1,19 | -0,78 | -3,56 | -2,46 | -2,52 | -2,59 | 8,85 | - |
1972 | 6,50 | 5,34 | -0,36 | 2,91 | 4,24 | -5,42 | 1,79 | 2,46 | -1,72 | -1,05 | 3,18 | 0,68 | - |
1973 | -6,46 | -11,27 | -0,41 | 1,23 | -3,25 | -5,04 | -1,77 | -1,80 | 4,13 | 3,96 | -8,05 | 0,92 | - |
1974 | 1,37 | -3,15 | -5,58 | -4,93 | -4,15 | -2,16 | 1,66 | -5,98 | -8,67 | 1,90 | -3,11 | -7,05 | - |
1975 | 10,34 | 3,75 | 9,04 | 3,31 | 1,07 | 2,12 | 4,15 | -4,48 | 0,52 | -2,07 | 3,70 | -1,02 | - |
1976 | 5,67 | -1,95 | -0,50 | -2,00 | -3,57 | 5,82 | -1,50 | -0,51 | 0,51 | -3,05 | 2,62 | 6,12 | - |
1977 | 0,00 | -1,92 | 0,00 | 1,47 | -0,97 | 1,46 | -2,40 | -1,97 | -0,50 | -6,57 | 0,54 | -7,53 | - |
1978 | -5,23 | -3,07 | 4,43 | 6,06 | -0,57 | 0,57 | 0,00 | -1,14 | -7,51 | -7,50 | 12,16 | -4,82 | - |
1979 | 6,96 | -4,14 | 4,32 | 2,37 | -1,16 | 0,00 | 1,75 | 6,90 | -3,76 | -1,68 | 1,70 | 2,79 | - |
1980 | 7,61 | 4,55 | -3,38 | -7,00 | 5,38 | 0,51 | 5,58 | 2,40 | 7,04 | 7,46 | 0,41 | 1,22 | - |
1981 | 6,83 | 2,63 | 1,83 | 8,99 | 0,99 | 0,33 | 3,26 | 0,00 | -14,51 | -5,17 | 2,72 | 0,00 | - |
1982 | 0,00 | -4,17 | -1,98 | 6,45 | 1,14 | 0,75 | -2,23 | 5,70 | 1,44 | 8,87 | 0,98 | -1,29 | - |
1983 | 2,29 | 7,03 | 2,99 | 4,06 | 1,11 | 3,03 | 0,53 | 0,00 | 0,00 | 1,33 | 1,31 | 3,63 | - |
1984 | 4,00 | -7,45 | 2,86 | 1,52 | -6,72 | 3,20 | 0,00 | 8,79 | 4,04 | -0,46 | 0,69 | 4,78 | - |
1985 | 8,26 | 7,63 | -5,41 | 0,39 | 3,34 | -0,95 | -7,87 | 0,42 | -3,11 | 4,50 | 3,69 | 5,53 | - |
1986 | 0,75 | -1,30 | 10,73 | -0,68 | 3,42 | -4,47 | -9,36 | 6,69 | -4,12 | 5,23 | -1,78 | 0,72 | - |
1987 | 2,69 | 3,32 | 2,20 | -2,32 | 5,93 | 4,48 | 8,27 | -0,42 | 2,41 | -28,43 | -7,17 | 0,00 | - |
1988 | 6,05 | 6,10 | 0,19 | 3,89 | 2,67 | 7,81 | 3,06 | -1,41 | 2,54 | -3,25 | -2,56 | 5,57 | - |
1989 | 10,87 | -2,10 | 6,44 | 4,03 | 3,10 | -3,01 | 2,07 | 6,71 | -2,49 | -6,20 | 1,82 | 1,02 | - |
1990 | -7,31 | -2,31 | -0,70 | -5,89 | 6,71 | 1,26 | -3,59 | -11,16 | -9,82 | 4,64 | -0,51 | 0,51 | - |
1991 | 0,51 | 13,58 | 6,13 | 1,97 | 2,35 | -0,14 | 1,76 | 1,59 | -2,61 | 3,09 | -6,90 | 2,24 | - |
1992 | 4,10 | 4,34 | -3,27 | 2,86 | 0,00 | -8,10 | -5,79 | -3,36 | -2,87 | 6,85 | 6,71 | 5,05 | - |
1993 | 2,34 | 3,94 | 2,93 | -0,83 | 2,52 | 2,80 | 4,55 | 2,07 | -3,41 | 8,27 | -2,95 | 5,77 | - |
1994 | 1,88 | -2,63 | -2,80 | -0,72 | 0,73 | -6,28 | 3,73 | 1,16 | -6,07 | -1,67 | 0,23 | -0,68 | - |
1995 | -5,23 | -0,12 | -6,73 | 4,12 | 4,33 | -0,71 | 5,26 | 5,22 | -2,37 | -4,42 | 8,79 | -1,28 | - |
1996 | 5,06 | 2,56 | -0,30 | 7,31 | -1,03 | -0,09 | -8,69 | 2,38 | 7,07 | 1,13 | 9,33 | 2,30 | - |
1997 | 7,67 | 5,89 | -2,56 | -0,08 | 6,24 | 7,57 | 9,14 | -5,78 | 1,98 | -10,53 | 1,68 | 3,17 | +24,85% |
1998 | 4,14 | 6,16 | 8,40 | -0,61 | -3,42 | 2,03 | -2,90 | -18,17 | -2,51 | 8,01 | 8,30 | 1,44 | +7,88% |
1999 | 9,41 | 0,23 | 6,66 | 9,58 | -2,71 | 8,54 | -2,84 | 0,75 | -1,50 | 3,98 | 9,58 | 8,58 | +61,49% |
2000 | -1,42 | 3,31 | 4,67 | 2,59 | -4,59 | -2,94 | -0,95 | 10,05 | -7,57 | 0,90 | -8,27 | -2,56 | -7,98% |
2001 | 6,33 | -6,07 | -1,84 | 10,67 | 1,73 | -3,44 | -5,47 | -6,87 | -15,45 | 7,09 | 8,93 | 1,98 | -5,63% |
2002 | 0,09 | -2,03 | 5,58 | -7,21 | -3,26 | -12,78 | -11,00 | -0,37 | -14,00 | 10,50 | 10,54 | -14,27 | -35,28% |
2003 | -4,23 | -3,06 | -2,06 | 10,80 | 2,84 | 5,40 | 5,25 | 6,35 | -6,47 | 8,77 | -1,04 | 1,39 | +24,76% |
2004 | 4,21 | 2,36 | -1,69 | -1,15 | -2,32 | 1,57 | -2,07 | -1,36 | 0,39 | -1,54 | -0,84 | 3,14 | +0,44% |
2005 | 1,09 | 0,97 | -0,21 | -3,53 | 7,48 | 2,94 | 4,91 | -1,24 | 4,01 | -1,95 | 5,45 | 3,10 | +24,88% |
2006 | 2,70 | 1,10 | 1,01 | -1,62 | -6,13 | 0,50 | 0,49 | 3,88 | 2,79 | 1,96 | -1,80 | 3,46 | +8,20% |
2007 | 2,74 | -2,35 | 0,72 | 2,43 | 3,81 | -0,26 | -2,56 | -1,85 | 0,75 | 0,51 | -7,07 | -2,38 | -5,84% |
2008 | -12,71 | -1,81 | -8,19 | 9,90 | 1,73 | -12,50 | -0,33 | 2,96 | -13,22 | -15,73 | -1,04 | -8,91 | -47,92% |
2009 | 0,49 | -8,50 | 3,93 | 11,52 | 1,39 | 1,60 | 7,19 | 1,68 | 1,58 | -1,22 | -0,07 | 5,48 | +26,54% |
2010 | -1,49 | 1,25 | 4,36 | 2,25 | -3,60 | -8,92 | 2,43 | -5,50 | 6,10 | 3,18 | -0,52 | -0,33 | -1,82% |
2011 | 1,32 | 3,00 | -2,73 | -2,80 | -3,62 | -3,76 | -7,80 | -4,39 | 0,98 | 7,79 | 1,66 | 2,30 | -8,66% |
2012 | 3,48 | 3,08 | -0,20 | 0,00 | -3,54 | 1,62 | 6,11 | -0,59 | 1,78 | -1,23 | 2,55 | -0,64 | +12,74% |
2013 | 6,29 | 2,05 | 3,67 | -0,46 | 5,68 | -5,27 | 4,53 | -2,08 | 2,02 | 4,28 | 1,26 | 0,16 | +23,76% |
2014 | -2,23 | 2,65 | -1,09 | -0,89 | 4,01 | 1,01 | 1,46 | 2,38 | 2,22 | 1,13 | 1,87 | 0,64 | +13,80% |
2015 | -7,80 | 7,52 | 1,10 | 0,32 | 0,77 | -3,78 | 3,13 | -5,35 | -3,83 | 9,97 | 3,49 | -4,99 | -1,05% |
2016 | -5,99 | -2,21 | 2,16 | 2,01 | 3,27 | -4,05 | 4,47 | 1,58 | -0,55 | -0,14 | 4,05 | 0,40 | +4,52% |
2017 | 0,93 | 4,15 | 1,34 | 1,28 | 0,49 | -1,10 | 4,36 | -0,24 | 1,46 | 5,41 | 0,37 | -0,26 | +19,53% |
2018 | 2,07 | -1,99 | -0,66 | 4,31 | -0,25 | 0,32 | 2,60 | -2,81 | 1,32 | -6,44 | 0,19 | -7,13 | -8,78% |
2019 | 9,14 | 3,59 | 1,82 | 5,23 | -7,41 | 3,75 | 1,63 | -2,02 | 2,09 | 1,64 | 3,80 | -0,10 | +24,71% |
2020 | -1,46 | -7,40 | -11,16 | 9,44 | 4,24 | 0,88 | 0,42 | 3,29 | -0,20 | -3,96 | 11,05 | 1,48 | +4,51% |
2021 | -0,93 | 4,92 | 5,55 | 1,13 | 0,87 | 2,55 | -1,54 | 2,09 | -1,88 | 2,49 | -3,58 | 4,52 | +16,91% |
2022 | -3,80 | -3,31 | 1,37 | -2,17 | -1,04 | -8,17 | 6,11 | -2,36 | -7,85 | 8,39 | 3,09 | -5,28 | -15,29% |
2023 | 5,33 | -0,03 | 0,65 | -0,65 | -0,06 | 2,56 | -0,87 | -1,14 | -1,39 | -2,58 | 4,50 | 0,18 | +6,36% |
2024 | 2,53 | 5,86 | 4,67 | -1,24 | 1,63 | -0,08 | -0,31 | -0,39 | 0,13 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,44% | 13,84% | 11,74% | 14,11% | 16,46% |
Sharpe Ratio | 1,25 | 0,05 | 0,92 | -0,15 | 0,12 |
Bester Monat | +5,86% | +4,67% | +5,86% | +8,39% | +11,05% |
Schlechtester Monat | -1,24% | -1,24% | -2,58% | -8,17% | -11,16% |
Maximaler Verlust | -10,45% | -10,45% | -10,45% | -21,58% | -30,30% |
Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Capital Group Global Equity Fund... | thesaurierend | 55,5300 | +15,98% | +9,16% | |
Capital Group Global Equity Fund... | thesaurierend | 58,7100 | +17,56% | +25,58% | |
Capital Group Global Equity Fund... | thesaurierend | 49,3300 | +14,64% | +22,93% | |
Capital Group Global Equity Fund... | thesaurierend | 9.347,0000 | +18,53% | +55,81% | |
Capital Group Global Equity Fund... | thesaurierend | 65,5300 | +22,88% | +19,49% | |
Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 49,5700 | +17,02% | +23,83% | |
Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 55,4400 | +22,41% | +18,18% | |
Capital Group Global Equity Fund... | ausschüttend | 54,9400 | +17,56% | +25,60% | |
Capital Group Global Equity Fund... | thesaurierend | 55,0600 | +22,11% | +17,27% | |
Capital Group Global Equity Fund... | thesaurierend | 55,1100 | +22,20% | +17,53% | |
Capital Group Global Equity Fund... | thesaurierend | 49,3700 | +16,91% | +23,52% | |
Capital Group Global Equity Fund... | ausschüttend | 53,0600 | +22,19% | +17,53% | |
Capital Group Global Equity Fund... | ausschüttend | 47,5300 | +16,89% | +23,46% | |
Capital Group Global Equity Fund... | thesaurierend | 41,7400 | +14,26% | - | |
Capital Group Global Equity Fund... | thesaurierend | 46,8900 | +15,44% | +7,62% | |
Capital Group Global Equity Fund... | thesaurierend | 41,6600 | +14,14% | +21,25% | |
Capital Group Global Equity Fund... | ausschüttend | 44,9700 | +15,33% | +7,32% | |
Capital Group Global Equity Fund... | thesaurierend | 46,7000 | +15,34% | +7,36% | |
Capital Group Global Equity Fund... | ausschüttend | 39,9400 | +14,02% | +20,85% | |
Capital Group Global Equity Fund... | thesaurierend | 41,4900 | +14,05% | +20,93% | |
Capital Group Global Equity Fund... | thesaurierend | 40,6500 | +15,78% | +19,95% | |
Capital Group Global Equity Fund... | thesaurierend | 45,3800 | +21,01% | +14,16% | |
Capital Group Global Equity Fund... | thesaurierend | 38,4600 | +14,23% | +4,28% | |
Capital Group Global Equity Fund... | thesaurierend | 34,1600 | +12,93% | +17,43% | |
Capital Group Global Equity Fund... | ausschüttend | 38,3500 | +15,78% | +19,94% | |
Capital Group Global Equity Fund... | ausschüttend | 32,2200 | +12,90% | +17,41% | |
Capital Group Global Equity Fund... | ausschüttend | 42,8000 | +20,98% | +14,13% | |
Capital Group Global Equity Fund... | thesaurierend | 44,7200 | +15,08% | +6,65% | |
Capital Group Global Equity Fund... | thesaurierend | 47,2800 | +16,65% | +22,71% | |
Capital Group Global Equity Fund... | thesaurierend | 39,7300 | +13,77% | +20,10% | |
Capital Group Global Equity Fund... | thesaurierend | 52,7700 | +21,90% | +16,75% | |
Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 40,0300 | +16,64% | +22,65% | |
Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 44,6800 | +21,90% | +16,76% | |
Capital Group Global Equity Fund... | ausschüttend | 6.397,0000 | +14,61% | - | |
Capital Group Global Equity Fund... | ausschüttend | 37,8700 | +15,09% | +6,63% | |
Capital Group Global Equity Fund... | ausschüttend | 33,6400 | +13,77% | +20,10% | |
Capital Group Global Equity Fund... | thesaurierend | 7.527,0000 | +17,61% | +52,25% |
Performance
lfd. Jahr | +13,28% | ||
---|---|---|---|
6 Monate | +2,04% | ||
1 Jahr | +14,23% | ||
3 Jahre | +4,28% | ||
5 Jahre | +30,06% | ||
10 Jahre | +79,47% | ||
seit Beginn | +1572,17% | ||
Jahr | |||
2023 | +6,36% | ||
2022 | -15,29% | ||
2021 | +16,91% | ||
2020 | +4,51% | ||
2019 | +24,71% | ||
2018 | -8,78% | ||
2017 | +19,53% | ||
2016 | +4,52% | ||
2015 | -1,05% |