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Capital Group World Growth and Income (LUX) C JPY/  LU1991130466  /

Fonds
NAV30.05.2024 Diff.-18,0000 Ertragstyp Ausrichtung Fondsgesellschaft
2.495,0000JPY -0,72% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - 2,86 3,95 2,76 -
2020 -1,85 -7,87 -12,81 9,37 4,87 3,53 2,69 5,15 -3,49 -2,84 11,78 3,57 +9,74%
2021 1,38 3,70 6,48 2,26 2,41 1,44 -1,22 2,54 -2,86 7,06 -3,67 6,40 +28,39%
2022 -4,95 -3,39 6,81 -1,76 1,42 -5,00 3,40 0,62 -4,75 9,26 -0,36 -5,71 -5,54%
2023 6,06 0,77 0,65 4,22 1,01 9,36 1,78 -0,40 -1,66 -0,61 5,96 0,24 +30,35%
2024 5,03 5,90 4,57 1,12 2,67 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,52% 11,77% 12,61% 16,14% -%
Sharpe Ratio 4,77 3,67 2,68 0,87 -
Bester Monat +5,90% +5,96% +9,36% +9,36% +11,78%
Schlechtester Monat +0,24% +0,24% -1,66% -5,71% -12,81%
Maximaler Verlust -3,50% -3,50% -5,82% -15,12% -
Outperformance - - - - -
 
Alle Kurse in JPY

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Gr.Wld.Gr.and Inc.(LUX)Z... thesaurierend 14,0400 +21,66% +12,86%
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 13,6900 +19,56% +22,78%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 13,4200 +19,67% +22,88%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 14,5300 +20,80% +8,88%
Capital Group World Growth and I... thesaurierend 14,1900 +20,56% +25,69%
Capital Group World Growth and I... thesaurierend 15,6600 +22,15% +12,74%
Capital Group World Growth and I... ausschüttend 12,8600 +19,61% -
Capital Group World Growth and I... ausschüttend 13,9300 +20,78% -
Capital Group World Growth and I... thesaurierend 14,6900 +21,51% +28,52%
Capital Group World Growth and I... thesaurierend 15,9100 +22,57% +13,89%
Capital Group World Growth and I... ausschüttend 13,6200 +21,42% +28,48%
Capital Group World Growth and I... ausschüttend 13,4800 +20,50% +25,56%
Capital Group World Growth and I... ausschüttend 14,6000 +21,62% +11,33%
Capital Group World Growth and I... ausschüttend 12,8600 +20,49% +25,54%
Capital Group World Growth and I... ausschüttend 13,9300 +21,71% +11,35%
Capital Group World Growth and I... thesaurierend 15,5400 +21,98% -
Capital Group World Growth and I... thesaurierend 14,3500 +20,79% +26,43%
Capital Group World Growth and I... ausschüttend 14,6800 +21,93% -
Capital Group World Growth and I... ausschüttend 13,5500 +20,84% -
Capital Group World Growth and I... ausschüttend 13,2600 +21,56% -
Capital Group World Growth and I... ausschüttend 10,9400 +18,58% +23,73%
Capital Group World Growth and I... thesaurierend 13,4000 +20,40% +9,66%
Capital Group World Growth and I... thesaurierend 14,3700 +22,19% +14,68%
Capital Group World Growth and I... thesaurierend 13,8800 +21,33% +12,12%
Capital Group World Growth and I... thesaurierend 12,3000 +19,07% +25,25%
Capital Group World Growth and I... thesaurierend 2.495,0000 +37,54% +63,18%
Capital Group World Growth and I... ausschüttend 2.301,0000 +37,54% +63,07%
Capital Group World Growth and I... ausschüttend 11,4100 +17,71% +21,02%
Capital Group World Growth and I... thesaurierend 12,5000 +19,50% +26,65%
Capital Group World Growth and I... thesaurierend 12,0700 +18,57% +23,79%
Capital Group World Growth and I... ausschüttend 11,4700 +18,54% +23,68%
Capital Group World Growth and I... ausschüttend 11,5300 +18,92% -
Capital Group World Growth and I... thesaurierend 12,2100 +18,89% -
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 14,8300 +20,77% +8,88%
Capital Group World Growth and I... thesaurierend 15,3600 +21,62% +11,30%

Performance

lfd. Jahr  
+20,76%
6 Monate  
+21,06%
1 Jahr  
+37,54%
3 Jahre  
+63,18%
5 Jahre     -
10 Jahre     -
seit Beginn  
+131,23%
Jahr
2023  
+30,35%
2022
  -5,54%
2021  
+28,39%
2020  
+9,74%