Capital Group Sustainable Global Balanced Fund (LUX) B USD/ LU2720015960 /
| NAV14/11/2024 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.8200USD | -0.46% | reinvestment | Mixed Fund Worldwide | Capital Int. M. Co. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | 3.01 | -0.97 | 3.14 | 1.33 | 1.03 | 3.07 | 1.44 | -3.11 | -0.64 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | -% | 9.82% | -% | -% | -% |
| Sharpe ratio | - | 0.16 | - | - | - |
| Best month | +3.14% | +3.14% | +3.14% | - | - |
| Worst month | -3.11% | -3.11% | -3.11% | - | - |
| Maximum loss | - | -5.19% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | - | ||
|---|---|---|---|
| 6 Months | +2.27% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.20% | ||
| Year | |||
