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Capital Group Global Equity Fund (LUX) Z USD/  LU0817818692  /

Fonds
NAV23.01.2025 Diff.+0,3200 Ertragstyp Ausrichtung Fondsgesellschaft
53,6000USD +0,60% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 2,86 -3,90 5,89 -1,82 5,13 4,23 1,43 1,71 -
2014 -3,84 5,62 -1,28 -0,43 2,21 1,91 -0,66 1,67 -2,06 0,34 1,97 -2,05 +3,07%
2015 -1,55 5,28 -1,37 3,81 1,46 -3,08 0,40 -6,24 -4,69 8,73 -0,78 -1,95 -0,96%
2016 -8,25 0,28 6,58 1,81 0,34 -2,53 5,03 0,41 0,74 -2,04 1,25 0,62 +3,51%
2017 3,97 2,52 1,73 2,22 2,91 0,29 3,11 0,17 0,97 2,71 1,87 0,75 +25,76%
2018 6,92 -3,34 -1,79 0,70 0,35 -0,10 2,67 -0,65 0,12 -8,76 1,02 -5,53 -8,88%
2019 7,96 3,27 2,14 2,88 -5,69 6,43 -0,15 -1,46 1,30 2,89 2,46 3,29 +27,61%
2020 -0,95 -7,48 -10,89 9,17 4,70 2,49 4,06 4,58 -1,99 -3,48 12,12 4,25 +15,12%
2021 -1,48 2,76 1,68 4,72 2,48 -0,24 0,62 1,07 -3,55 4,40 -3,79 5,39 +14,42%
2022 -5,35 -2,22 0,64 -6,99 0,42 -7,66 6,45 -4,82 -8,66 6,88 9,13 -3,01 -15,90%
2023 6,43 -2,75 3,68 1,76 -1,85 4,43 1,78 -2,33 -4,81 -1,88 8,62 4,36 +17,81%
2024 0,00 3,34 2,72 -3,07 3,60 0,42 2,12 2,92 1,16 -2,73 2,34 -2,89 -
2025 4,34 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,31% 11,77% 10,61% 14,63% 16,58%
Sharpe Ratio 10,06 0,69 1,18 0,27 0,32
Bester Monat +4,34% +4,34% +4,34% +9,13% +12,12%
Schlechtester Monat -2,89% -2,89% -3,07% -8,66% -10,89%
Maximaler Verlust -1,81% -4,76% -5,83% -23,18% -30,34%
Outperformance +7,99% - +8,57% +12,94% +19,06%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Group Global Equity Fund... thesaurierend 60,5600 +21,02% +23,29%
Capital Group Global Equity Fund... thesaurierend 64,0800 +20,97% +35,05%
Capital Group Global Equity Fund... thesaurierend 54,0300 +19,27% +35,65%
Capital Group Global Equity Fund... thesaurierend 10.412,0000 +22,09% +70,05%
Capital Group Global Equity Fund... thesaurierend 66,7500 +16,15% +24,28%
Capital Group Glo.Eq.(LUX)A4 EUR thesaurierend 53,9900 +20,33% +33,08%
Capital Group Glo.Eq.(LUX)A7 USD thesaurierend 56,3800 +15,68% +22,86%
Capital Group Global Equity Fund... ausschüttend 59,5600 +20,98% +35,05%
Capital Group Global Equity Fund... thesaurierend 55,9600 +15,41% +21,94%
Capital Group Global Equity Fund... thesaurierend 56,0200 +15,48% +22,21%
Capital Group Global Equity Fund... thesaurierend 53,7800 +20,29% +32,79%
Capital Group Global Equity Fund... ausschüttend 53,3300 +15,50% +22,20%
Capital Group Global Equity Fund... ausschüttend 51,1900 +20,25% +32,71%
Capital Group Global Equity Fund... thesaurierend 45,6400 +18,79% -
Capital Group Global Equity Fund... thesaurierend 51,0300 +20,41% +21,53%
Capital Group Global Equity Fund... thesaurierend 45,5300 +18,66% +33,72%
Capital Group Global Equity Fund... ausschüttend 48,3800 +20,33% +21,18%
Capital Group Global Equity Fund... thesaurierend 50,8200 +20,34% +21,23%
Capital Group Global Equity Fund... ausschüttend 43,1700 +18,60% +33,34%
Capital Group Global Equity Fund... thesaurierend 45,3500 +18,59% +33,42%
Capital Group Global Equity Fund... thesaurierend 44,1300 +19,11% +28,96%
Capital Group Global Equity Fund... thesaurierend 45,9700 +14,35% +18,69%
Capital Group Global Equity Fund... thesaurierend 41,7100 +19,17% +17,76%
Capital Group Global Equity Fund... thesaurierend 37,2100 +17,46% +29,56%
Capital Group Global Equity Fund... ausschüttend 41,5600 +19,11% +28,96%
Capital Group Global Equity Fund... ausschüttend 35,0400 +17,43% +29,55%
Capital Group Global Equity Fund... ausschüttend 43,2900 +14,36% +18,69%
Capital Group Global Equity Fund... thesaurierend 48,6300 +20,07% +20,43%
Capital Group Global Equity Fund... thesaurierend 51,4600 +20,01% +31,91%
Capital Group Global Equity Fund... thesaurierend 43,3900 +18,33% +32,53%
Capital Group Global Equity Fund... thesaurierend 53,6000 +15,22% +21,38%
Capital Group Glo.Eq.(LUX)Zd EUR ausschüttend 43,1800 +20,00% +31,87%
Capital Group Glo.Eq.(LUX)Zd USD ausschüttend 44,9800 +15,23% +21,40%
Capital Group Global Equity Fund... ausschüttend 6.519,0000 +12,97% -
Capital Group Global Equity Fund... ausschüttend 40,8100 +20,06% +20,42%
Capital Group Global Equity Fund... ausschüttend 36,4100 +18,32% +32,50%
Capital Group Global Equity Fund... thesaurierend 8.361,0000 +21,12% +66,12%

Performance

lfd. Jahr  
+4,34%
6 Monate  
+5,30%
1 Jahr  
+15,22%
3 Jahre  
+21,38%
5 Jahre  
+47,33%
seit Beginn  
+170,43%
Jahr
2023  
+17,81%
2022
  -15,90%
2021  
+14,42%
2020  
+15,12%
2019  
+27,61%
2018
  -8,88%
2017  
+25,76%
2016  
+3,51%