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Capital Group Global Equity Fund (LUX) Zd CHF/  LU0817818775  /

Fonds
NAV26.09.2024 Diff.+0,2900 Ertragstyp Ausrichtung Fondsgesellschaft
38,1700CHF +0,77% ausschüttend Aktien weltweit Capital Int. M. Co. ▶
  • Ausschüttungsbereinigt Ausschüttungsbereinigt

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 - 4,94 5,65 1,18 0,94 2,62 -1,51 2,17 -1,83 2,55 -3,52 4,60 +15,46%
2022 -3,74 -3,23 1,39 -2,09 -0,99 -8,11 6,16 -2,27 -7,79 8,49 3,12 -5,22 -14,65%
2023 5,38 0,03 0,73 -0,60 0,00 2,63 -0,82 -1,07 -1,32 -2,49 4,56 0,21 +7,14%
2024 2,61 5,92 4,73 -1,19 1,68 -0,03 -0,21 -0,34 0,95 - - - -
Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,30% 13,72% 11,70% 14,05% -%
Sharpe Ratio 1,41 -0,09 1,23 -0,09 -
Bester Monat +5,92% +4,73% +5,92% +8,49% -
Schlechtester Monat -1,19% -1,19% -2,49% -8,11% -
Maximaler Verlust -10,39% -10,39% -10,39% -20,99% -
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Group Global Equity Fund... thesaurierend 55,9800 +18,63% +8,87%
Capital Group Global Equity Fund... thesaurierend 59,2200 +21,48% +24,73%
Capital Group Global Equity Fund... thesaurierend 49,3400 +16,37% +21,74%
Capital Group Global Equity Fund... thesaurierend 9.578,0000 +24,68% +55,36%
Capital Group Global Equity Fund... thesaurierend 66,2000 +28,44% +19,19%
Capital Group Glo.Eq.(LUX)A4 EUR thesaurierend 50,0000 +20,89% +23,00%
Capital Group Glo.Eq.(LUX)A7 USD thesaurierend 56,0000 +27,97% +17,89%
Capital Group Global Equity Fund... ausschüttend 55,4200 +21,47% +24,75%
Capital Group Global Equity Fund... thesaurierend 55,6100 +27,63% +16,95%
Capital Group Global Equity Fund... thesaurierend 55,6700 +27,74% +17,22%
Capital Group Global Equity Fund... thesaurierend 49,8000 +20,82% +22,69%
Capital Group Global Equity Fund... ausschüttend 53,5900 +27,71% +17,20%
Capital Group Global Equity Fund... ausschüttend 47,9400 +20,78% +22,61%
Capital Group Global Equity Fund... thesaurierend 41,7400 +15,94% -
Capital Group Global Equity Fund... thesaurierend 47,2700 +18,09% +7,36%
Capital Group Global Equity Fund... thesaurierend 41,6600 +15,85% +20,06%
Capital Group Global Equity Fund... ausschüttend 45,3200 +17,96% +7,04%
Capital Group Global Equity Fund... thesaurierend 47,0700 +17,97% +7,07%
Capital Group Global Equity Fund... ausschüttend 39,9500 +15,74% +19,73%
Capital Group Global Equity Fund... thesaurierend 41,4900 +15,73% +19,74%
Capital Group Global Equity Fund... thesaurierend 41,0000 +19,64% +19,15%
Capital Group Global Equity Fund... thesaurierend 45,8300 +26,50% +13,86%
Capital Group Global Equity Fund... thesaurierend 38,7500 +16,82% +4,00%
Capital Group Global Equity Fund... thesaurierend 34,1600 +14,63% +16,31%
Capital Group Global Equity Fund... ausschüttend 38,6700 +19,62% +19,16%
Capital Group Global Equity Fund... ausschüttend 32,2200 +14,63% +16,27%
Capital Group Global Equity Fund... ausschüttend 43,2300 +26,51% +13,86%
Capital Group Global Equity Fund... thesaurierend 45,0800 +17,73% +6,40%
Capital Group Global Equity Fund... thesaurierend 47,6800 +20,53% +21,85%
Capital Group Global Equity Fund... thesaurierend 39,7300 +15,49% +18,95%
Capital Group Global Equity Fund... thesaurierend 53,3000 +27,45% +16,45%
Capital Group Glo.Eq.(LUX)Zd EUR ausschüttend 40,3800 +20,51% +21,87%
Capital Group Glo.Eq.(LUX)Zd USD ausschüttend 45,1400 +27,45% +16,48%
Capital Group Global Equity Fund... ausschüttend 6.462,0000 +19,34% -
Capital Group Global Equity Fund... ausschüttend 38,1700 +17,70% +6,37%
Capital Group Global Equity Fund... ausschüttend 33,6400 +15,47% +18,94%
Capital Group Global Equity Fund... thesaurierend 7.712,0000 +23,71% +51,78%

Performance

lfd. Jahr  
+14,79%
6 Monate  
+1,03%
1 Jahr  
+17,70%
3 Jahre  
+6,37%
5 Jahre     -
10 Jahre     -
seit Beginn  
+21,19%
Jahr
2023  
+7,14%
2022
  -14,65%
2021  
+15,46%
 

Ausschüttungen

02.01.2024 0,33 CHF
03.01.2023 0,27 CHF
03.01.2022 0,24 CHF