Capital Group Global Equity Fund (LUX) Z USD/ LU0817818692 /
| NAV19/09/2024 | Diferencia+0.8600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 52.7700USD | +1.66% | reinvestment | Equity Worldwide | Capital Int. M. Co. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.94% | 11.49% | 11.07% | 14.83% | 16.51% |
| Índice de Sharpe | 1.39 | 1.01 | 1.67 | 0.12 | 0.37 |
| El mes mejor | +4.36% | +3.60% | +8.62% | +9.13% | +12.12% |
| El mes peor | -3.07% | -3.07% | -4.81% | -8.66% | -10.89% |
| Pérdida máxima | -5.83% | -5.83% | -6.40% | -26.00% | -30.34% |
| Rendimiento superior | +7.99% | - | +8.57% | +12.94% | +19.06% |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Capital Group Global Equity Fund... | reinvestment | 55.5300 | +15.98% | +9.16% | |
| Capital Group Global Equity Fund... | reinvestment | 58.7100 | +17.56% | +25.58% | |
| Capital Group Global Equity Fund... | reinvestment | 49.3300 | +14.64% | +22.93% | |
| Capital Group Global Equity Fund... | reinvestment | 9,347.0000 | +18.53% | +55.81% | |
| Capital Group Global Equity Fund... | reinvestment | 65.5300 | +22.88% | +19.49% | |
| Capital Group Glo.Eq.(LUX)A4 EUR | reinvestment | 49.5700 | +17.02% | +23.83% | |
| Capital Group Glo.Eq.(LUX)A7 USD | reinvestment | 55.4400 | +22.41% | +18.18% | |
| Capital Group Global Equity Fund... | paying dividend | 54.9400 | +17.56% | +25.60% | |
| Capital Group Global Equity Fund... | reinvestment | 55.0600 | +22.11% | +17.27% | |
| Capital Group Global Equity Fund... | reinvestment | 55.1100 | +22.20% | +17.53% | |
| Capital Group Global Equity Fund... | reinvestment | 49.3700 | +16.91% | +23.52% | |
| Capital Group Global Equity Fund... | paying dividend | 53.0600 | +22.19% | +17.53% | |
| Capital Group Global Equity Fund... | paying dividend | 47.5300 | +16.89% | +23.46% | |
| Capital Group Global Equity Fund... | reinvestment | 41.7400 | +14.26% | - | |
| Capital Group Global Equity Fund... | reinvestment | 46.8900 | +15.44% | +7.62% | |
| Capital Group Global Equity Fund... | reinvestment | 41.6600 | +14.14% | +21.25% | |
| Capital Group Global Equity Fund... | paying dividend | 44.9700 | +15.33% | +7.32% | |
| Capital Group Global Equity Fund... | reinvestment | 46.7000 | +15.34% | +7.36% | |
| Capital Group Global Equity Fund... | paying dividend | 39.9400 | +14.02% | +20.85% | |
| Capital Group Global Equity Fund... | reinvestment | 41.4900 | +14.05% | +20.93% | |
| Capital Group Global Equity Fund... | reinvestment | 40.6500 | +15.78% | +19.95% | |
| Capital Group Global Equity Fund... | reinvestment | 45.3800 | +21.01% | +14.16% | |
| Capital Group Global Equity Fund... | reinvestment | 38.4600 | +14.23% | +4.28% | |
| Capital Group Global Equity Fund... | reinvestment | 34.1600 | +12.93% | +17.43% | |
| Capital Group Global Equity Fund... | paying dividend | 38.3500 | +15.78% | +19.94% | |
| Capital Group Global Equity Fund... | paying dividend | 32.2200 | +12.90% | +17.41% | |
| Capital Group Global Equity Fund... | paying dividend | 42.8000 | +20.98% | +14.13% | |
| Capital Group Global Equity Fund... | reinvestment | 44.7200 | +15.08% | +6.65% | |
| Capital Group Global Equity Fund... | reinvestment | 47.2800 | +16.65% | +22.71% | |
| Capital Group Global Equity Fund... | reinvestment | 39.7300 | +13.77% | +20.10% | |
| Capital Group Global Equity Fund... | reinvestment | 52.7700 | +21.90% | +16.75% | |
| Capital Group Glo.Eq.(LUX)Zd EUR | paying dividend | 40.0300 | +16.64% | +22.65% | |
| Capital Group Glo.Eq.(LUX)Zd USD | paying dividend | 44.6800 | +21.90% | +16.76% | |
| Capital Group Global Equity Fund... | paying dividend | 6,397.0000 | +14.61% | - | |
| Capital Group Global Equity Fund... | paying dividend | 37.8700 | +15.09% | +6.63% | |
| Capital Group Global Equity Fund... | paying dividend | 33.6400 | +13.77% | +20.10% | |
| Capital Group Global Equity Fund... | reinvestment | 7,527.0000 | +17.61% | +52.25% |
Performance
| Año hasta la fecha | +13.02% | ||
|---|---|---|---|
| 6 Meses | +7.34% | ||
| Promedio móvil | +21.90% | ||
| 3 Años | +16.75% | ||
| 5 Años | +58.14% | ||
| 10 Años | +114.86% | ||
| Desde el principio | +166.25% | ||
| Año | |||
| 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% | ||
