Capital Group Global Equity Fund (LUX) Bd USD/ LU0193743274 /
NAV04.06.2024 | Diff.+0,0400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
40,4900USD | +0,10% | ausschüttend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 1,88 | 2,33 | 4,69 | 3,13 | +9,06% |
2005 | -3,29 | 3,65 | -3,09 | -3,45 | 2,71 | 0,06 | 4,57 | 0,80 | 1,53 | -2,10 | 3,56 | 2,85 | +7,56% |
2006 | 5,65 | -1,25 | 1,33 | 3,38 | -3,90 | -0,33 | 0,00 | 3,69 | 1,06 | 2,84 | 1,94 | 1,50 | +16,71% |
2007 | 0,54 | -0,20 | 0,74 | 3,63 | 2,23 | -0,28 | -0,88 | -1,78 | 3,72 | 1,33 | -3,95 | -2,84 | +1,98% |
2008 | -8,93 | 1,55 | -3,48 | 5,14 | 0,78 | -9,85 | -2,86 | -2,24 | -14,04 | -19,27 | -5,64 | 3,96 | -44,88% |
2009 | -7,60 | -9,28 | 6,82 | 10,98 | 8,00 | 0,58 | 7,12 | 3,79 | 3,72 | 0,22 | 2,08 | 2,46 | +30,46% |
2010 | -3,44 | -1,00 | 6,47 | 0,34 | -10,24 | -2,63 | 6,32 | -3,12 | 10,32 | 2,31 | -1,86 | 6,82 | +8,80% |
2011 | 0,44 | 4,28 | -1,15 | 2,57 | -2,21 | -2,50 | -1,25 | -6,58 | -10,16 | 11,99 | -2,69 | -0,69 | -9,18% |
2012 | 5,78 | 5,54 | -0,94 | -0,63 | -9,65 | 3,79 | 3,05 | 1,97 | 3,35 | -0,37 | 2,88 | 0,91 | +15,76% |
2013 | 6,49 | -0,17 | 1,77 | 1,46 | 2,76 | -3,92 | 5,76 | -1,85 | 5,01 | 4,21 | 1,38 | 1,65 | +26,86% |
2014 | -3,92 | 5,54 | -1,32 | -0,48 | 2,12 | 1,84 | -0,74 | 1,63 | -2,16 | 0,33 | 1,87 | -2,11 | +2,27% |
2015 | -1,60 | 5,23 | -1,47 | 3,74 | 1,40 | -3,15 | 0,32 | -6,26 | -4,78 | 8,65 | -0,85 | -2,04 | -1,79% |
2016 | -8,30 | 0,21 | 6,49 | 1,78 | 0,24 | -2,58 | 4,94 | 0,33 | 0,66 | -2,12 | 1,20 | 0,52 | +2,67% |
2017 | 3,90 | 2,46 | 1,64 | 2,19 | 2,82 | 0,21 | 3,07 | 0,08 | 0,89 | 2,63 | 1,79 | 0,69 | +24,70% |
2018 | 6,86 | -3,41 | -1,87 | 0,67 | 0,30 | -0,19 | 2,60 | -0,72 | 0,07 | -8,82 | 1,00 | -5,62 | -9,56% |
2019 | 7,90 | 3,23 | 2,03 | 2,84 | -5,74 | 6,36 | -0,21 | -1,54 | 1,24 | 2,84 | 2,38 | 3,25 | +26,69% |
2020 | -1,01 | -7,53 | -10,97 | 9,11 | 4,66 | 2,39 | 4,00 | 4,55 | -2,08 | -3,53 | 12,05 | 4,17 | +14,22% |
2021 | -1,54 | 2,71 | 1,61 | 4,66 | 2,43 | -0,32 | 0,55 | 1,00 | -3,59 | 4,32 | -3,83 | 5,32 | +13,60% |
2022 | -5,41 | -2,29 | 0,61 | -7,08 | 0,38 | -7,74 | 6,41 | -4,92 | -8,70 | 6,80 | 9,09 | -3,08 | -16,54% |
2023 | 6,38 | -2,79 | 3,58 | 1,72 | -1,91 | 4,36 | 1,73 | -2,40 | -4,87 | -1,95 | 8,54 | 4,32 | +16,95% |
2024 | -0,08 | 3,29 | 2,67 | -3,15 | 3,53 | 0,07 | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9,59% | 9,51% | 10,22% | 14,54% | 16,46% |
Sharpe Ratio | 1,24 | 1,94 | 1,03 | -0,11 | 0,31 |
Bester Monat | +4,32% | +4,32% | +8,54% | +9,09% | +12,05% |
Schlechtester Monat | -3,15% | -3,15% | -4,87% | -8,70% | -10,97% |
Maximaler Verlust | -4,68% | -4,68% | -10,47% | -26,43% | -30,42% |
Outperformance | +7,26% | - | +7,71% | +10,03% | +12,86% |
Alle Kurse in USD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Capital Group Global Equity Fund... | thesaurierend | 42,9200 | +14,27% | +6,85% | |
Capital Group Global Equity Fund... | thesaurierend | 38,1900 | +12,22% | +5,79% | |
Capital Group Global Equity Fund... | thesaurierend | 33,6000 | +11,22% | +18,48% | |
Capital Group Global Equity Fund... | thesaurierend | 54,9100 | +13,97% | +10,75% | |
Capital Group Global Equity Fund... | thesaurierend | 56,7100 | +14,24% | +25,08% | |
Capital Group Global Equity Fund... | thesaurierend | 48,3100 | +12,93% | +24,06% | |
Capital Group Global Equity Fund... | thesaurierend | 9.551,0000 | +28,69% | +58,10% | |
Capital Group Global Equity Fund... | thesaurierend | 61,7100 | +16,02% | +11,85% | |
Capital Group Global Equity Fund... | ausschüttend | 37,2100 | +12,50% | +19,47% | |
Capital Group Global Equity Fund... | ausschüttend | 31,7000 | +11,24% | +18,49% | |
Capital Group Global Equity Fund... | ausschüttend | 40,4900 | +14,26% | +6,84% | |
Capital Group Global Equity Fund... | thesaurierend | 44,3200 | +13,09% | +8,20% | |
Capital Group Global Equity Fund... | thesaurierend | 45,7800 | +13,37% | +22,21% | |
Capital Group Global Equity Fund... | thesaurierend | 38,9900 | +12,04% | +21,20% | |
Capital Group Global Equity Fund... | thesaurierend | 49,8100 | +15,14% | +9,28% | |
Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 47,9500 | +13,71% | +23,33% | |
Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 38,7600 | +13,36% | +22,20% | |
Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 42,1700 | +15,11% | +9,28% | |
Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 52,2600 | +15,59% | - | |
Capital Group Global Equity Fund... | ausschüttend | 53,4500 | +14,24% | +25,11% | |
Capital Group Global Equity Fund... | thesaurierend | 51,9400 | +15,29% | - | |
Capital Group Global Equity Fund... | thesaurierend | 51,9800 | +15,38% | +10,01% | |
Capital Group Global Equity Fund... | thesaurierend | 47,7700 | +13,60% | +23,02% | |
Capital Group Global Equity Fund... | ausschüttend | 50,0400 | +15,37% | +9,99% | |
Capital Group Global Equity Fund... | ausschüttend | 45,9900 | +13,57% | +22,96% | |
Capital Group Global Equity Fund... | thesaurierend | 40,9200 | +12,54% | - | |
Capital Group Global Equity Fund... | ausschüttend | 6.237,0000 | +11,31% | - | |
Capital Group Global Equity Fund... | thesaurierend | 46,4300 | +13,44% | +9,22% | |
Capital Group Global Equity Fund... | thesaurierend | 40,8500 | +12,41% | +22,31% | |
Capital Group Global Equity Fund... | ausschüttend | 37,5300 | +13,10% | +8,20% | |
Capital Group Global Equity Fund... | ausschüttend | 33,0200 | +12,05% | +21,18% | |
Capital Group Global Equity Fund... | thesaurierend | 7.709,0000 | +27,70% | +54,46% | |
Capital Group Global Equity Fund... | ausschüttend | 44,5300 | +13,31% | +8,89% | |
Capital Group Global Equity Fund... | thesaurierend | 46,2500 | +13,33% | +8,93% | |
Capital Group Global Equity Fund... | ausschüttend | 39,1800 | +12,29% | +21,95% | |
Capital Group Global Equity Fund... | thesaurierend | 40,6900 | +12,28% | +22,01% | |
Capital Group Global Equity Fund... | thesaurierend | 39,4500 | +12,52% | +19,51% |
Performance
lfd. Jahr | +6,33% | ||
---|---|---|---|
6 Monate | +10,53% | ||
1 Jahr | +14,26% | ||
3 Jahre | +6,84% | ||
5 Jahre | +53,30% | ||
10 Jahre | +94,95% | ||
seit Beginn | +7968,96% | ||
Jahr | |||
2023 | +16,95% | ||
2022 | -16,54% | ||
2021 | +13,60% | ||
2020 | +14,22% | ||
2019 | +26,69% | ||
2018 | -9,56% | ||
2017 | +24,70% | ||
2016 | +2,67% | ||
2015 | -1,79% |
Ausschüttungen
02.01.2024 | 0,11 USD |
03.01.2023 | 0,03 USD |
02.01.2020 | 0,01 USD |
02.01.2019 | 0,01 USD |
03.01.2017 | 0,01 USD |
02.01.2015 | 0,33 USD |
02.01.2014 | 0,07 USD |
02.01.2013 | 0,10 USD |
02.01.2012 | 0,02 USD |
03.01.2011 | 0,02 USD |
04.01.2010 | 0,06 USD |
02.01.2009 | 0,11 USD |
02.01.2008 | 0,06 USD |
03.01.2007 | 0,09 USD |