Capital Group Sustainable Global Balanced Fund (LUX) Z CHF/ LU2720018980 /
| NAV10/10/2024 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 9.5700CHF | -0.52% | reinvestment | Mixed Fund Worldwide | Capital Int. M. Co. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | 4.98 | 1.08 | 1.28 | 0.95 | -1.25 | -0.11 | 1.16 | 0.10 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | -% | 11.74% | -% | -% | -% |
| Sharpe ratio | - | 0.09 | - | - | - |
| Best month | +4.98% | +1.28% | +4.98% | - | - |
| Worst month | -1.25% | -1.25% | -1.25% | - | - |
| Maximum loss | - | -9.54% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
Performance
| YTD | - | ||
|---|---|---|---|
| 6 Months | +2.13% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.75% | ||
| Year | |||
