Capital Group Sustainable Global Balanced Fund (LUX) Zd GBP/ LU2720018477 /
| NAV10/10/2024 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 8.5600GBP | 0.00% | paying dividend | Mixed Fund Worldwide | Capital Int. M. Co. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | 3.03 | 0.12 | 1.23 | 2.18 | -0.59 | 0.95 | -0.24 | 1.30 | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | -% | 7.87% | -% | -% | -% |
| Sharpe ratio | - | 0.79 | - | - | - |
| Best month | +3.03% | +2.18% | +3.03% | - | - |
| Worst month | -0.59% | -0.59% | -0.59% | - | - |
| Maximum loss | - | -3.53% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
Performance
| YTD | - | ||
|---|---|---|---|
| 6 Months | +4.65% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.49% | ||
| Year | |||
