Capital Group Global Equity Fund (LUX) B USD/ LU0114998999 /
| NAV18/09/2024 | Diferencia-0.1800 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 44.6400USD | -0.40% | reinvestment | Equity Worldwide | Capital Int. M. Co. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1970 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.89 | 1.85 | 0.00 | -1.82 | 0.00 | 3.70 | - |
| 1971 | 3.57 | 0.00 | 5.17 | 3.28 | -1.59 | 0.00 | 0.00 | -1.61 | -1.64 | -3.33 | -1.72 | 10.53 | - |
| 1972 | 7.94 | 4.41 | 1.41 | 1.39 | 5.48 | -3.90 | 1.35 | 2.67 | -2.60 | 0.00 | 2.67 | 1.30 | - |
| 1973 | -2.56 | 1.32 | -2.60 | 1.33 | 1.32 | 0.00 | 1.30 | -7.69 | 4.17 | 1.33 | -10.53 | -1.47 | - |
| 1974 | 0.00 | 2.99 | -2.90 | -1.49 | -6.06 | -3.23 | 3.33 | -6.45 | -6.90 | 3.70 | 3.57 | -1.72 | - |
| 1975 | 12.28 | 7.81 | 2.90 | 2.82 | 2.74 | 2.67 | -3.90 | -4.05 | -1.41 | 2.86 | 1.39 | 1.37 | - |
| 1976 | 6.76 | -1.27 | 1.28 | -1.27 | -1.28 | 5.19 | -1.23 | -1.25 | 1.27 | -2.50 | 2.56 | 6.25 | - |
| 1977 | -2.35 | -3.61 | 0.00 | 2.50 | 0.00 | 3.66 | 0.00 | -2.35 | 2.41 | -2.35 | 3.61 | 0.00 | - |
| 1978 | -3.49 | 2.41 | 3.53 | 2.27 | 2.22 | 2.17 | 6.38 | 5.00 | -1.90 | -2.91 | -4.00 | 1.04 | - |
| 1979 | 3.09 | -3.00 | 4.12 | -0.99 | -1.00 | 4.04 | 0.97 | 7.69 | 2.68 | -7.83 | 4.72 | 4.50 | - |
| 1980 | 5.17 | 0.00 | -10.66 | 2.75 | 5.36 | 3.39 | 2.46 | 3.20 | 6.98 | 3.62 | -1.40 | -0.71 | - |
| 1981 | -0.71 | 0.00 | 5.04 | 2.74 | -1.33 | 2.03 | -1.32 | -0.67 | -8.11 | 2.21 | 7.19 | -1.34 | - |
| 1982 | -2.72 | -6.29 | -4.48 | 6.25 | -2.21 | -3.01 | -2.33 | 3.97 | -0.76 | 6.92 | 5.04 | 4.79 | - |
| 1983 | 1.96 | 3.85 | 2.47 | 4.82 | -0.57 | 2.89 | -0.56 | -3.39 | 3.51 | 0.57 | 0.56 | 2.79 | - |
| 1984 | 0.54 | -3.78 | 3.37 | -2.72 | -7.26 | 0.60 | -5.99 | 11.47 | -0.57 | 0.00 | -1.15 | 2.91 | - |
| 1985 | 5.08 | 1.61 | 2.65 | 1.03 | 3.06 | 1.49 | 2.44 | 0.48 | 1.42 | 6.54 | 6.58 | 6.17 | - |
| 1986 | 2.71 | 6.79 | 6.71 | 6.29 | -2.49 | 2.56 | -2.80 | 8.97 | -4.41 | 0.92 | 2.74 | 1.48 | - |
| 1987 | 7.60 | 4.35 | 4.43 | 0.00 | 2.99 | 4.36 | 6.73 | 2.39 | -0.21 | -22.98 | -1.38 | 5.04 | - |
| 1988 | -0.80 | 4.03 | 2.07 | 2.03 | -0.74 | 2.75 | 0.00 | -3.16 | 2.26 | 2.95 | 0.00 | 2.15 | - |
| 1989 | 4.67 | 0.45 | -0.44 | 3.13 | 0.00 | 0.22 | 6.26 | 1.63 | 1.40 | -5.72 | 2.93 | 4.67 | - |
| 1990 | -4.66 | -1.83 | -1.66 | -2.74 | 9.11 | 2.19 | 0.58 | -7.93 | -9.24 | 5.32 | 0.22 | 0.44 | - |
| 1991 | 1.75 | 9.01 | -3.35 | 0.81 | 1.62 | -5.57 | 4.21 | 1.41 | 2.39 | 1.36 | -4.41 | 7.83 | - |
| 1992 | -1.12 | 0.57 | -4.12 | 1.37 | 4.24 | -2.77 | -1.33 | 1.54 | -0.95 | -4.41 | 1.60 | 3.35 | - |
| 1993 | 0.95 | 1.32 | 5.04 | 3.73 | 3.08 | -2.33 | 2.72 | 5.13 | 0.16 | 4.40 | -3.77 | 6.26 | - |
| 1994 | 3.09 | 0.00 | -1.43 | -0.58 | 1.02 | -1.73 | 3.08 | 2.42 | -2.92 | 0.57 | -5.13 | 0.75 | - |
| 1995 | -2.68 | 2.76 | 2.83 | 2.61 | 1.98 | 0.69 | 5.78 | 0.00 | 2.47 | -3.43 | 5.39 | 0.75 | - |
| 1996 | -0.25 | 3.60 | 0.36 | 2.63 | -1.51 | -0.12 | -4.49 | 2.35 | 2.30 | 0.71 | 5.63 | -0.78 | - |
| 1997 | 1.57 | 2.21 | -0.22 | -2.27 | 10.51 | 4.40 | 5.27 | -4.01 | 4.17 | -6.92 | -0.39 | 0.79 | +14.89% |
| 1998 | 3.02 | 6.72 | 4.34 | 0.93 | -1.94 | -0.60 | -1.12 | -15.72 | 1.87 | 10.48 | 5.34 | 2.80 | +14.62% |
| 1999 | 5.87 | -1.85 | 4.42 | 6.58 | -2.94 | 6.52 | 1.14 | -0.70 | -0.50 | 2.42 | 4.93 | 7.95 | +38.61% |
| 2000 | -4.05 | 1.79 | 5.03 | -0.84 | -3.20 | 1.18 | -3.45 | 5.36 | -6.84 | -2.99 | -4.96 | 4.37 | -9.14% |
| 2001 | 4.79 | -7.80 | -4.75 | 10.12 | -1.67 | -3.59 | -1.62 | -3.64 | -12.68 | 5.94 | 8.09 | 1.11 | -7.90% |
| 2002 | -2.93 | -1.59 | 7.06 | -3.73 | 0.07 | -8.18 | -10.62 | -1.63 | -12.44 | 10.32 | 10.02 | -8.07 | -22.29% |
| 2003 | -3.21 | -2.14 | -1.79 | 10.45 | 7.07 | 1.37 | 3.81 | 4.24 | -0.78 | 7.57 | 2.27 | 5.95 | +39.53% |
| 2004 | 2.23 | 1.59 | -1.43 | -3.43 | 0.96 | 1.76 | -4.13 | -0.49 | 1.95 | 2.33 | 4.68 | 3.19 | +9.20% |
| 2005 | -3.22 | 3.58 | -3.03 | -3.44 | 2.77 | 0.06 | 4.55 | 0.86 | 1.52 | -2.10 | 3.61 | 2.84 | +7.80% |
| 2006 | 5.63 | -1.25 | 1.38 | 3.37 | -3.89 | -0.33 | 0.00 | 3.68 | 1.06 | 2.83 | 1.93 | 1.55 | +16.77% |
| 2007 | 0.49 | -0.20 | 0.74 | 3.65 | 2.21 | -0.23 | -0.92 | -1.77 | 3.69 | 1.32 | -3.92 | -2.81 | +1.97% |
| 2008 | -8.92 | 1.48 | -3.44 | 5.08 | 0.82 | -9.85 | -2.89 | -2.21 | -14.00 | -19.27 | -5.67 | 4.00 | -44.86% |
| 2009 | -7.70 | -9.29 | 6.90 | 11.05 | 7.92 | 0.65 | 7.13 | 3.71 | 3.79 | 0.14 | 2.11 | 2.47 | +30.45% |
| 2010 | -3.49 | -0.97 | 6.46 | 0.33 | -10.18 | -2.63 | 6.31 | -3.18 | 10.44 | 2.25 | -1.87 | 6.79 | +8.72% |
| 2011 | 0.49 | 4.30 | -1.18 | 2.62 | -2.26 | -2.49 | -1.22 | -6.66 | -10.04 | 11.89 | -2.69 | -0.67 | -9.13% |
| 2012 | 5.77 | 5.58 | -0.97 | -0.68 | -9.64 | 3.83 | 3.03 | 1.98 | 3.39 | -0.42 | 2.92 | 0.89 | +15.75% |
| 2013 | 6.45 | -0.11 | 1.77 | 1.41 | 2.78 | -3.95 | 5.85 | -1.89 | 5.06 | 4.17 | 1.38 | 1.64 | +26.86% |
| 2014 | -3.93 | 5.53 | -1.32 | -0.46 | 2.09 | 1.86 | -0.71 | 1.62 | -2.17 | 0.32 | 1.89 | -2.12 | +2.27% |
| 2015 | -1.58 | 5.19 | -1.44 | 3.77 | 1.37 | -3.16 | 0.30 | -6.24 | -4.76 | 8.65 | -0.85 | -2.03 | -1.76% |
| 2016 | -8.33 | 0.25 | 6.46 | 1.79 | 0.28 | -2.63 | 4.97 | 0.32 | 0.67 | -2.10 | 1.19 | 0.50 | +2.62% |
| 2017 | 3.90 | 2.50 | 1.64 | 2.15 | 2.84 | 0.20 | 3.07 | 0.08 | 0.88 | 2.65 | 1.81 | 0.69 | +24.75% |
| 2018 | 6.87 | -3.40 | -1.88 | 0.64 | 0.28 | -0.14 | 2.57 | -0.69 | 0.03 | -8.81 | 0.99 | -5.59 | -9.56% |
| 2019 | 7.87 | 3.24 | 2.03 | 2.83 | -5.75 | 6.39 | -0.24 | -1.53 | 1.24 | 2.83 | 2.39 | 3.24 | +26.67% |
| 2020 | -1.00 | -7.54 | -10.94 | 9.08 | 4.66 | 2.39 | 4.02 | 4.50 | -2.06 | -3.53 | 12.06 | 4.18 | +14.25% |
| 2021 | -1.54 | 2.71 | 1.60 | 4.68 | 2.40 | -0.30 | 0.55 | 1.00 | -3.60 | 4.32 | -3.85 | 5.35 | +13.60% |
| 2022 | -5.42 | -2.30 | 0.60 | -7.07 | 0.36 | -7.72 | 6.41 | -4.91 | -8.69 | 6.80 | 9.07 | -3.06 | -16.54% |
| 2023 | 6.37 | -2.81 | 3.61 | 1.68 | -1.91 | 4.37 | 1.74 | -2.40 | -4.87 | -1.95 | 8.56 | 4.29 | +16.92% |
| 2024 | -0.05 | 3.30 | 2.64 | -3.13 | 3.52 | 0.37 | 2.07 | 2.84 | -1.22 | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.80% | 11.29% | 10.97% | 14.82% | 16.50% |
| Índice de Sharpe | 1.09 | 0.65 | 1.39 | 0.03 | 0.30 |
| El mes mejor | +4.29% | +3.52% | +8.56% | +9.07% | +12.06% |
| El mes peor | -3.13% | -3.13% | -4.87% | -8.69% | -10.94% |
| Pérdida máxima | -5.89% | -5.89% | -6.70% | -26.43% | -30.40% |
| Rendimiento superior | +7.26% | - | +7.72% | +10.01% | +12.83% |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Capital Group Global Equity Fund... | reinvestment | 54.6000 | +13.77% | +7.33% | |
| Capital Group Global Equity Fund... | reinvestment | 58.0400 | +16.01% | +24.15% | |
| Capital Group Global Equity Fund... | reinvestment | 48.8700 | +13.18% | +21.78% | |
| Capital Group Global Equity Fund... | reinvestment | 9,183.0000 | +16.36% | +53.08% | |
| Capital Group Global Equity Fund... | reinvestment | 64.4600 | +20.55% | +17.54% | |
| Capital Group Glo.Eq.(LUX)A4 EUR | reinvestment | 49.0100 | +15.48% | +22.43% | |
| Capital Group Glo.Eq.(LUX)A7 USD | reinvestment | 54.5400 | +20.13% | +16.27% | |
| Capital Group Global Equity Fund... | paying dividend | 54.3100 | +16.02% | +24.16% | |
| Capital Group Global Equity Fund... | reinvestment | 54.1600 | +19.80% | +15.36% | |
| Capital Group Global Equity Fund... | reinvestment | 54.2100 | +19.91% | +15.61% | |
| Capital Group Global Equity Fund... | reinvestment | 48.8100 | +15.36% | +22.12% | |
| Capital Group Global Equity Fund... | paying dividend | 52.1900 | +19.89% | +15.61% | |
| Capital Group Global Equity Fund... | paying dividend | 46.9900 | +15.37% | +22.06% | |
| Capital Group Global Equity Fund... | reinvestment | 41.3500 | +12.76% | - | |
| Capital Group Global Equity Fund... | reinvestment | 46.1000 | +13.24% | +5.81% | |
| Capital Group Global Equity Fund... | reinvestment | 41.2700 | +12.67% | +20.11% | |
| Capital Group Global Equity Fund... | paying dividend | 44.2100 | +13.15% | +5.51% | |
| Capital Group Global Equity Fund... | reinvestment | 45.9200 | +13.16% | +5.56% | |
| Capital Group Global Equity Fund... | paying dividend | 39.5700 | +12.55% | +19.73% | |
| Capital Group Global Equity Fund... | reinvestment | 41.1000 | +12.54% | +19.79% | |
| Capital Group Global Equity Fund... | reinvestment | 40.1900 | +14.24% | +18.59% | |
| Capital Group Global Equity Fund... | reinvestment | 44.6400 | +18.76% | +12.30% | |
| Capital Group Global Equity Fund... | reinvestment | 37.8100 | +12.06% | +2.52% | |
| Capital Group Global Equity Fund... | reinvestment | 33.8500 | +11.50% | +16.36% | |
| Capital Group Global Equity Fund... | paying dividend | 37.9100 | +14.24% | +18.57% | |
| Capital Group Global Equity Fund... | paying dividend | 31.9300 | +11.50% | +16.36% | |
| Capital Group Global Equity Fund... | paying dividend | 42.1100 | +18.73% | +12.29% | |
| Capital Group Global Equity Fund... | reinvestment | 43.9700 | +12.89% | +4.87% | |
| Capital Group Global Equity Fund... | reinvestment | 46.7400 | +15.12% | +21.31% | |
| Capital Group Global Equity Fund... | reinvestment | 39.3600 | +12.30% | +18.98% | |
| Capital Group Global Equity Fund... | reinvestment | 51.9100 | +19.64% | +14.85% | |
| Capital Group Glo.Eq.(LUX)Zd EUR | paying dividend | 39.5800 | +15.13% | +21.28% | |
| Capital Group Glo.Eq.(LUX)Zd USD | paying dividend | 43.9600 | +19.64% | +14.88% | |
| Capital Group Global Equity Fund... | paying dividend | 6,305.0000 | +12.72% | - | |
| Capital Group Global Equity Fund... | paying dividend | 37.2300 | +12.87% | +4.83% | |
| Capital Group Global Equity Fund... | paying dividend | 33.3300 | +12.31% | +18.99% | |
| Capital Group Global Equity Fund... | reinvestment | 7,395.0000 | +15.46% | +49.58% |
Performance
| Año hasta la fecha | +10.60% | ||
|---|---|---|---|
| 6 Meses | +5.33% | ||
| Promedio móvil | +18.76% | ||
| 3 Años | +12.30% | ||
| 5 Años | +50.00% | ||
| 10 Años | +96.13% | ||
| Desde el principio | +8322.64% | ||
| Año | |||
| 2023 | +16.92% | ||
| 2022 | -16.54% | ||
| 2021 | +13.60% | ||
| 2020 | +14.25% | ||
| 2019 | +26.67% | ||
| 2018 | -9.56% | ||
| 2017 | +24.75% | ||
| 2016 | +2.62% | ||
| 2015 | -1.76% | ||
