Capital Group Sustainable Global Balanced Fund (LUX) Zd USD/ LU2720018808 /
| NAV10/10/2024 | Chg.-0.0100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 11.1700USD | -0.09% | 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 | - | - | 3.01 | -0.88 | 3.24 | 1.33 | 1.13 | 3.15 | 1.53 | -1.06 | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | -% | 10.11% | -% | -% | -% |
| Sharpe ratio | - | 1.51 | - | - | - |
| Best month | +3.24% | +3.24% | +3.24% | - | - |
| Worst month | -1.06% | -1.06% | -1.06% | - | - |
| Maximum loss | - | -5.18% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | - | ||
|---|---|---|---|
| 6 Months | +8.87% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +11.70% | ||
| Year | |||
