Capital Group New Economy Fund (LUX) A7 USD/ LU2243249799 /
| NAV23/01/2025 | Var.+0.0400 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 18.5200USD | +0.22% | reinvestment | Equity Worldwide | Capital Int. M. Co. ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | - | 11.18 | 5.55 | - |
| 2021 | -0.78 | 2.36 | -1.26 | 4.46 | -0.61 | 3.48 | 0.20 | 3.36 | -3.76 | 5.76 | -4.19 | 1.70 | +10.66% |
| 2022 | -12.27 | -2.56 | 0.53 | -11.51 | -1.77 | -7.57 | 8.09 | -2.67 | -8.05 | 4.13 | 6.00 | -4.62 | -29.67% |
| 2023 | 7.95 | -1.95 | 3.71 | 0.50 | 1.99 | 4.71 | 3.72 | -1.87 | -5.03 | -1.76 | 9.39 | 5.22 | +28.77% |
| 2024 | 1.63 | 6.00 | 2.96 | -4.80 | 3.96 | 6.01 | -0.37 | 2.75 | 2.02 | -0.64 | 3.82 | -1.36 | - |
| 2025 | 6.19 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 13.81% | 17.18% | 15.58% | 19.05% | -% |
| Indice di Sharpe | 11.35 | 1.36 | 1.66 | 0.45 | - |
| Mese migliore | +6.19% | +6.19% | +6.19% | +9.39% | +11.18% |
| Mese peggiore | -1.36% | -1.36% | -4.80% | -12.27% | -12.27% |
| Perdita massima | -2.67% | -7.83% | -10.44% | -26.64% | - |
| Outperformance | - | - | - | - | - |
Tutte le quotazioni in USD
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 17.6400 | +33.74% | +48.99% | |
| Capital Group New Econ.Fd.(LUX)C... | reinvestment | 18.8500 | +29.20% | +39.42% | |
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 2,867.0000 | +34.98% | +87.63% | |
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 13.1500 | +28.42% | +34.18% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 17.5900 | +27.37% | +33.76% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 16.8900 | +32.68% | +45.35% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 23.8400 | +28.73% | +34.69% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 14.2400 | +30.76% | +46.05% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 137.0300 | +26.83% | +33.83% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 15.9600 | +32.67% | +32.67% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 27.9900 | +33.29% | +52.04% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 128.2100 | +29.53% | +53.91% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 23.2000 | +25.54% | +28.89% | |
| Capital Group New Economy Fund (... | reinvestment | 18.5200 | +28.51% | +37.60% | |
| Capital Group New Economy Fund (... | reinvestment | 18.3800 | +28.18% | +36.69% | |
| Capital Group New Economy Fund (... | paying dividend | 16.6100 | +33.72% | - | |
| Capital Group New Economy Fund (... | reinvestment | 16.6700 | +33.82% | +35.56% | |
| Capital Group New Economy Fund (... | reinvestment | 15.2500 | +33.04% | +52.14% | |
| Capital Group New Economy Fund (... | reinvestment | 22.8300 | +27.62% | +31.22% | |
| Capital Group New Economy Fund (... | reinvestment | 29.2500 | +34.28% | +55.67% | |
| Capital Group New Economy Fund (... | reinvestment | 2,940.0000 | +36.31% | +90.86% | |
| Capital Group New Economy Fund (... | reinvestment | 24.9000 | +29.49% | +37.75% | |
| Capital Group New Economy Fund (... | reinvestment | 13.9500 | +25.97% | +25.63% | |
| Capital Group New Economy Fund (... | reinvestment | 13.8000 | +27.03% | - | |
| Capital Group New Economy Fund (... | paying dividend | 17.5400 | +34.79% | +51.21% | |
| Capital Group New Economy Fund (... | reinvestment | 28.8900 | +34.03% | +54.72% | |
| Capital Group New Economy Fund (... | reinvestment | 16.4700 | +33.50% | +34.70% | |
| Capital Group New Economy Fund (... | reinvestment | 132.3300 | +29.53% | +56.24% | |
| Capital Group New Economy Fund (... | reinvestment | 14.7000 | +32.05% | +48.89% | |
| Capital Group New Economy Fund (... | reinvestment | 141.4400 | +27.48% | +35.94% | |
| Capital Group New Economy Fund (... | reinvestment | 24.6000 | +29.21% | +36.85% | |
| Capital Group New Economy Fund (... | reinvestment | 27.8200 | +33.01% | +51.25% | |
| Capital Group New Economy Fund (... | reinvestment | 15.8600 | +32.41% | +31.64% | |
| Capital Group New Economy Fund (... | reinvestment | 127.4300 | +28.53% | +52.74% | |
| Capital Group New Economy Fund (... | reinvestment | 14.1500 | +30.99% | +45.38% | |
| Capital Group New Economy Fund (... | reinvestment | 136.2000 | +26.50% | +32.90% | |
| Capital Group New Economy Fund (... | reinvestment | 23.6900 | +28.20% | +33.79% | |
| Capital Group New Economy Fund (... | reinvestment | 23.0500 | +26.30% | +27.42% | |
| Capital Group New Economy Fund (... | reinvestment | 22.9600 | +25.19% | +27.99% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 16.7800 | +32.44% | +44.66% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 17.4800 | +27.13% | +33.13% | |
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 17.4300 | +33.46% | +47.96% | |
| Capital Group New Economy Fund (... | reinvestment | 18.1600 | +28.16% | +36.23% |
Prestazione
| YTD | +5.96% | ||
|---|---|---|---|
| 6 mesi | +12.61% | ||
| 1 anno | +28.51% | ||
| 3 anni | +37.60% | ||
| 5 anni | - | ||
| Dall'inizio | +48.08% | ||
| Anno | |||
| 2023 | +28.77% | ||
| 2022 | -29.67% | ||
| 2021 | +10.66% | ||