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Capital Group Global Equity Fund (LUX) Z USD/  LU0817818692  /

Fonds
NAV19.09.2024 Diff.+0,8600 Ertragstyp Ausrichtung Fondsgesellschaft
52,7700USD +1,66% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 2,86 -3,90 5,89 -1,82 5,13 4,23 1,43 1,71 -
2014 -3,84 5,62 -1,28 -0,43 2,21 1,91 -0,66 1,67 -2,06 0,34 1,97 -2,05 +3,07%
2015 -1,55 5,28 -1,37 3,81 1,46 -3,08 0,40 -6,24 -4,69 8,73 -0,78 -1,95 -0,96%
2016 -8,25 0,28 6,58 1,81 0,34 -2,53 5,03 0,41 0,74 -2,04 1,25 0,62 +3,51%
2017 3,97 2,52 1,73 2,22 2,91 0,29 3,11 0,17 0,97 2,71 1,87 0,75 +25,76%
2018 6,92 -3,34 -1,79 0,70 0,35 -0,10 2,67 -0,65 0,12 -8,76 1,02 -5,53 -8,88%
2019 7,96 3,27 2,14 2,88 -5,69 6,43 -0,15 -1,46 1,30 2,89 2,46 3,29 +27,61%
2020 -0,95 -7,48 -10,89 9,17 4,70 2,49 4,06 4,58 -1,99 -3,48 12,12 4,25 +15,12%
2021 -1,48 2,76 1,68 4,72 2,48 -0,24 0,62 1,07 -3,55 4,40 -3,79 5,39 +14,42%
2022 -5,35 -2,22 0,64 -6,99 0,42 -7,66 6,45 -4,82 -8,66 6,88 9,13 -3,01 -15,90%
2023 6,43 -2,75 3,68 1,76 -1,85 4,43 1,78 -2,33 -4,81 -1,88 8,62 4,36 +17,81%
2024 0,00 3,34 2,72 -3,07 3,60 0,42 2,12 2,92 0,46 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 10,94% 11,49% 11,07% 14,83% 16,51%
Sharpe Ratio 1,39 1,01 1,67 0,12 0,37
Bester Monat +4,36% +3,60% +8,62% +9,13% +12,12%
Schlechtester Monat -3,07% -3,07% -4,81% -8,66% -10,89%
Maximaler Verlust -5,83% -5,83% -6,40% -26,00% -30,34%
Outperformance +7,99% - +8,57% +12,94% +19,06%
 
Alle Kurse in USD

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  
+13,02%
6 Monate  
+7,34%
1 Jahr  
+21,90%
3 Jahre  
+16,75%
5 Jahre  
+58,14%
10 Jahre  
+114,86%
seit Beginn  
+166,25%
Jahr
2023  
+17,81%
2022
  -15,90%
2021  
+14,42%
2020  
+15,12%
2019  
+27,61%
2018
  -8,88%
2017  
+25,76%
2016  
+3,51%
2015
  -0,96%