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Capital Group Investment Company of America (LUX) Zh-CHF/  LU1654204202  /

Fonds
NAV08.01.2025 Diff.+0,0200 Ertragstyp Ausrichtung Fondsgesellschaft
21,7000CHF +0,09% thesaurierend Aktien Branchenmix Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - - - - - - - - 3,38 1,89 2,28 1,49 -
2018 5,21 -3,95 -3,55 0,75 1,16 0,74 2,44 0,08 1,11 -7,30 1,44 -7,93 -10,18%
2019 5,62 1,89 2,44 2,96 -7,19 5,77 0,41 -2,35 0,75 1,40 3,82 3,13 +19,49%
2020 -1,59 -7,94 -11,31 11,61 4,40 1,78 3,90 5,82 -3,55 -3,00 10,84 3,07 +11,99%
2021 -0,88 3,08 4,18 3,82 1,16 1,09 1,32 2,72 -3,74 5,92 -2,15 4,68 +22,83%
2022 -5,02 -2,73 2,57 -8,85 1,09 -9,10 5,98 -3,15 -9,21 7,53 6,10 -3,92 -18,92%
2023 5,17 -2,65 2,66 1,88 0,19 5,39 3,25 -2,04 -4,64 -1,75 8,76 5,02 +22,38%
2024 0,95 5,01 3,09 -3,76 3,33 3,12 1,64 1,71 2,06 -1,13 4,23 -1,82 -
2025 0,84 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 10,25% 13,68% 12,30% 16,17% 18,71%
Sharpe Ratio 4,24 0,68 1,51 0,26 0,40
Bester Monat +0,84% +4,23% +5,01% +8,76% +11,61%
Schlechtester Monat -1,82% -1,82% -3,76% -9,21% -11,31%
Maximaler Verlust -0,87% -6,98% -6,98% -25,38% -31,42%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Gr.Inv.Co.of America(LUX... thesaurierend 28,5700 +34,96% +53,77%
Capital Gr.Inv.Co.of America(LUX... ausschüttend 25,1900 +34,20% +51,24%
Capital Group Investment Company... ausschüttend 24,3800 +26,45% +37,87%
Capital Group Investment Company... ausschüttend 14,8500 +25,73% +33,09%
Capital Group Investment Company... ausschüttend 25,9900 +26,43% +37,84%
Capital Group Investment Company... thesaurierend 28,5500 +26,66% +38,73%
Capital Group Investment Company... thesaurierend 28,8100 +26,80% +39,11%
Capital Group Investment Company... ausschüttend 26,8100 +34,95% +53,76%
Capital Group Investment Company... ausschüttend 25,8900 +26,33% +37,57%
Capital Group Investment Company... ausschüttend 18,7300 +25,63% +32,76%
Capital Group Investment Company... thesaurierend 27,1900 +34,27% +51,39%
Capital Group Investment Company... thesaurierend 28,0500 +26,41% +37,84%
Capital Group Investment Company... thesaurierend 23,7600 +21,47% +22,73%
Capital Group Investment Company... thesaurierend 26,0200 +36,16% +36,30%
Capital Group Investment Company... thesaurierend 23,0900 +30,67% +52,31%
Capital Group Investment Company... thesaurierend 26,8600 +36,62% +37,60%
Capital Group Investment Company... thesaurierend 23,8400 +31,06% +53,81%
Capital Group Investment Company... thesaurierend 4.668,0000 +39,59% +92,42%
Capital Group Investment Company... ausschüttend 19,7200 +30,44% +51,39%
Capital Group Investment Company... thesaurierend 25,5600 +35,89% +35,45%
Capital Group Investment Company... thesaurierend 22,6800 +30,34% +51,30%
Capital Group Investment Company... ausschüttend 23,6900 +35,93% +35,42%
Capital Group Investment Company... ausschüttend 21,0200 +30,34% +51,29%
Capital Group Investment Company... ausschüttend 20,9400 +30,27% +51,02%
Capital Gr.Inv.Co.of America(LUX... thesaurierend 25,0800 +32,98% +47,01%
Capital Gr.Inv.Co.of America(LUX... thesaurierend 27,0300 +34,08% +50,75%
Capital Gr.Inv.Co.of America(LUX... ausschüttend 24,9400 +32,94% +46,97%
Capital Gr.Inv.Co.of America(LUX... ausschüttend 25,7300 +25,21% +33,87%
Capital Gr.Inv.Co.of America(LUX... thesaurierend 19,0300 +23,09% +24,46%
Capital Gr.Inv.Co.of America(LUX... ausschüttend 25,1800 +34,07% +50,74%
Capital Gr.Inv.Co.of America(LUX... thesaurierend 20,4900 +24,18% +27,58%
Capital Group Investment Company... ausschüttend 24,5400 +25,17% +33,86%
Capital Group Investment Company... ausschüttend 23,7900 +32,98% +46,97%
Capital Group Investment Company... ausschüttend 19,3100 +23,10% +24,41%
Capital Group Investment Company... thesaurierend 29,4800 +27,07% +40,05%
Capital Group Investment Company... thesaurierend 22,5500 +30,20% +50,84%
Capital Group Investment Company... ausschüttend 25,9800 +26,23% +37,30%
Capital Group Investment Company... ausschüttend 16,2100 +25,56% +32,60%
Capital Group Investment Company... ausschüttend 24,1900 +26,24% +37,31%
Capital Group Investment Company... ausschüttend 15,1100 +25,52% +32,58%
Capital Group Investment Company... thesaurierend 21,7000 +21,30% +22,25%
Capital Group Investment Company... thesaurierend 23,5800 +34,59% +31,58%
Capital Group Investment Company... thesaurierend 20,9200 +29,06% +47,01%
Capital Group Investment Company... ausschüttend 20,8100 +29,09% +47,07%
Capital Group Investment Company... thesaurierend 25,4100 +35,74% +34,94%
Capital Group Investment Company... thesaurierend 4.416,0000 +38,69% +88,72%
Capital Group Investment Company... ausschüttend 23,6800 +35,72% +34,96%
Capital Group Investment Company... ausschüttend 21,0100 +30,21% +50,79%
Capital Group Investment Company... ausschüttend 19,5600 +30,15% +50,72%
Capital Group Investment Company... thesaurierend 24,4900 +24,38% +31,24%
Capital Group Investment Company... thesaurierend 23,7400 +32,04% +44,14%
Capital Group Investment Company... ausschüttend 16,9600 +22,27% +21,95%
Capital Group Investment Company... thesaurierend 19,3400 +22,25% +22,02%
Capital Group Investment Company... ausschüttend 23,7400 +32,11% +44,14%
Capital Group Investment Company... ausschüttend 24,4900 +24,38% +31,24%
Capital Gr.Inv.Co.of America(LUX... thesaurierend 25,8700 +25,16% +33,83%
Capital Group Investment Company... thesaurierend 27,8800 +26,21% +37,27%

Performance

lfd. Jahr  
+0,84%
6 Monate  
+5,91%
1 Jahr  
+21,30%
3 Jahre  
+22,25%
5 Jahre  
+63,53%
seit Beginn  
+93,06%
Jahr
2023  
+22,38%
2022
  -18,92%
2021  
+22,83%
2020  
+11,99%
2019  
+19,49%
2018
  -10,18%