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Capital Gr.Wld.Gr.and Inc.(LUX)B USD/  LU1991130896  /

Fonds
NAV23.01.2025 Diff.+0,1200 Ertragstyp Ausrichtung Fondsgesellschaft
16,2000USD +0,75% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - 2,79 2,42 3,41 -
2020 -1,74 -7,55 -12,60 9,46 4,22 3,24 4,60 4,96 -3,21 -2,21 11,97 4,55 +13,74%
2021 -0,16 1,77 2,38 3,41 1,87 0,07 -0,07 2,13 -4,10 4,43 -3,02 4,44 +13,53%
2022 -5,11 -3,36 0,70 -7,99 2,17 -9,97 5,08 -3,54 -8,68 6,18 9,97 -3,44 -18,44%
2023 6,78 -3,75 3,13 1,39 -1,38 5,50 3,11 -2,71 -4,42 -2,11 8,12 5,36 +19,57%
2024 0,44 3,84 3,42 -3,03 3,41 1,01 0,93 2,37 1,93 -2,40 2,27 -1,96 -
2025 4,65 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 10,55% 13,24% 11,75% 15,12% 17,05%
Sharpe Ratio 9,77 0,78 1,31 0,29 0,31
Bester Monat +4,65% +4,65% +4,65% +9,97% +11,97%
Schlechtester Monat -1,96% -2,40% -3,03% -9,97% -12,60%
Maximaler Verlust -2,04% -6,50% -8,48% -25,55% -32,38%
Outperformance -4,96% - -5,40% - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Gr.Wld.Gr.and Inc.(LUX)Z... thesaurierend 15,5000 +24,30% +25,51%
Capital Group World Growth and I... thesaurierend 17,2300 +19,49% +27,16%
Capital Group World Growth and I... thesaurierend 17,5500 +19,88% +28,57%
Capital Group World Growth and I... thesaurierend 17,0800 +19,27% -
Capital Group World Growth and I... thesaurierend 16,4000 +24,24% +37,47%
Capital Group World Growth and I... ausschüttend 15,9200 +19,19% -
Capital Group World Growth and I... ausschüttend 15,2800 +24,11% -
Capital Group World Growth and I... ausschüttend 14,4500 +24,25% -
Capital Group World Growth and I... thesaurierend 15,9200 +24,96% +27,56%
Capital Group World Growth and I... thesaurierend 13,9500 +22,69% +38,94%
Capital Group World Growth and I... thesaurierend 2.737,0000 +26,01% +75,90%
Capital Group World Growth and I... ausschüttend 2.479,0000 +26,02% +75,83%
Capital Group World Growth and I... thesaurierend 14,2000 +23,05% +40,32%
Capital Group World Growth and I... ausschüttend 12,8900 +22,47% -
Capital Group World Growth and I... thesaurierend 13,8300 +22,50% -
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 15,5500 +23,02% +33,48%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 15,1800 +23,03% +33,50%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 15,8100 +18,04% +22,81%
Capital Group World Growth and I... thesaurierend 16,1900 +23,97% +36,51%
Capital Group World Growth and I... ausschüttend 14,3900 +23,02% +33,46%
Capital Group World Growth and I... ausschüttend 14,9900 +18,06% +22,85%
Capital Group World Growth and I... thesaurierend 16,8400 +24,83% +39,64%
Capital Group World Growth and I... ausschüttend 15,3800 +24,87% +39,62%
Capital Group World Growth and I... ausschüttend 15,2200 +23,95% +36,44%
Capital Group World Growth and I... ausschüttend 15,8500 +18,93% +25,57%
Capital Group World Growth and I... ausschüttend 14,4600 +23,93% +36,58%
Capital Group World Growth and I... ausschüttend 15,0600 +18,98% +25,63%
Capital Group World Growth and I... ausschüttend 12,1900 +22,12% +37,21%
Capital Group World Growth and I... thesaurierend 14,7000 +23,12% +21,89%
Capital Group World Growth and I... thesaurierend 15,3000 +23,99% +24,69%
Capital Group World Growth and I... ausschüttend 12,8000 +21,28% +34,02%
Capital Group World Growth and I... thesaurierend 13,6500 +22,20% +37,19%
Capital Group World Growth and I... ausschüttend 12,8300 +22,10% +37,15%
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 16,2000 +18,08% +22,82%
Capital Group World Growth and I... thesaurierend 16,8600 +18,98% +25,63%

Performance

lfd. Jahr  
+4,65%
6 Monate  
+6,37%
1 Jahr  
+18,08%
3 Jahre  
+22,82%
5 Jahre  
+46,34%
seit Beginn  
+62,00%
Jahr
2023  
+19,57%
2022
  -18,44%
2021  
+13,53%
2020  
+13,74%