Capital Group New Economy Fund (LUX) Bh-AUD/ LU2230629201 /
| NAV22/01/2025 | Chg.+0.2000 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 23.0000AUD | +0.88% | reinvestment | Equity Worldwide | Capital Int. M. Co. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | -0.78 | 10.63 | 5.05 | - |
| 2021 | -0.84 | 2.21 | -1.24 | 4.18 | -0.85 | 3.64 | 0.15 | 3.26 | -3.72 | 5.39 | -4.00 | 1.36 | +9.40% |
| 2022 | -12.27 | -2.94 | 0.11 | -11.32 | -2.46 | -7.51 | 7.84 | -2.66 | -7.94 | 3.84 | 4.75 | -5.06 | -31.95% |
| 2023 | 7.23 | -1.64 | 3.39 | 0.39 | 1.99 | 4.09 | 3.38 | -1.64 | -5.11 | -1.81 | 8.54 | 4.52 | +24.91% |
| 2024 | 1.91 | 5.84 | 2.81 | -4.91 | 3.41 | 5.82 | -0.39 | 1.91 | 1.49 | -0.19 | 3.93 | -0.82 | - |
| 2025 | 5.65 | - | - | - | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 13.37% | 16.82% | 15.16% | 18.45% | -% |
| Ratio de Sharpe | 10.93 | 1.36 | 1.56 | 0.31 | - |
| Le meilleur mois | +5.65% | +5.65% | +5.84% | +8.54% | +10.63% |
| Le plus défavorable mois | -0.82% | -0.82% | -4.91% | -12.27% | -12.27% |
| Perte maximale | -2.55% | -7.81% | -10.21% | -27.28% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans AUD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 17.6100 | +34.02% | +48.73% | |
| Capital Group New Econ.Fd.(LUX)C... | reinvestment | 18.8000 | +28.94% | +39.05% | |
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 2,870.0000 | +35.57% | +87.83% | |
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 13.1300 | +28.35% | +33.98% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 17.5500 | +27.17% | +33.46% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 16.8600 | +32.97% | +45.09% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 23.7900 | +28.46% | +34.41% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 14.2500 | +31.22% | +46.15% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 136.6800 | +26.70% | +33.49% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 15.9100 | +32.69% | +32.25% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 27.9700 | +33.19% | +51.93% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 127.8000 | +28.71% | +53.42% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 23.1400 | +25.28% | +28.56% | |
| Capital Group New Economy Fund (... | reinvestment | 18.4800 | +28.51% | +37.60% | |
| Capital Group New Economy Fund (... | reinvestment | 18.3300 | +28.18% | +36.69% | |
| Capital Group New Economy Fund (... | paying dividend | 16.5500 | +33.72% | - | |
| Capital Group New Economy Fund (... | reinvestment | 16.6200 | +33.82% | +35.56% | |
| Capital Group New Economy Fund (... | reinvestment | 15.2600 | +33.04% | +52.14% | |
| Capital Group New Economy Fund (... | reinvestment | 22.7800 | +27.62% | +31.22% | |
| Capital Group New Economy Fund (... | reinvestment | 29.2200 | +34.28% | +55.67% | |
| Capital Group New Economy Fund (... | reinvestment | 2,943.0000 | +36.31% | +90.86% | |
| Capital Group New Economy Fund (... | reinvestment | 24.8500 | +29.49% | +37.75% | |
| Capital Group New Economy Fund (... | reinvestment | 13.9200 | +25.97% | +25.63% | |
| Capital Group New Economy Fund (... | reinvestment | 13.7700 | +27.03% | - | |
| Capital Group New Economy Fund (... | paying dividend | 17.5100 | +34.79% | +51.21% | |
| Capital Group New Economy Fund (... | reinvestment | 28.8700 | +34.03% | +54.72% | |
| Capital Group New Economy Fund (... | reinvestment | 16.4200 | +33.50% | +34.70% | |
| Capital Group New Economy Fund (... | reinvestment | 131.9100 | +29.53% | +56.24% | |
| Capital Group New Economy Fund (... | reinvestment | 14.7100 | +32.05% | +48.89% | |
| Capital Group New Economy Fund (... | reinvestment | 141.0700 | +27.48% | +35.94% | |
| Capital Group New Economy Fund (... | reinvestment | 24.5500 | +29.21% | +36.85% | |
| Capital Group New Economy Fund (... | reinvestment | 27.8000 | +33.01% | +51.25% | |
| Capital Group New Economy Fund (... | reinvestment | 15.8100 | +32.41% | +31.64% | |
| Capital Group New Economy Fund (... | reinvestment | 127.0300 | +28.53% | +52.74% | |
| Capital Group New Economy Fund (... | reinvestment | 14.1600 | +30.99% | +45.38% | |
| Capital Group New Economy Fund (... | reinvestment | 135.8500 | +26.50% | +32.90% | |
| Capital Group New Economy Fund (... | reinvestment | 23.6400 | +28.20% | +33.79% | |
| Capital Group New Economy Fund (... | reinvestment | 23.0000 | +26.30% | +27.42% | |
| Capital Group New Economy Fund (... | reinvestment | 22.9100 | +25.19% | +27.99% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 16.7500 | +32.73% | +44.40% | |
| Capital Group New Econ.Fd.(LUX)B... | reinvestment | 17.4400 | +26.93% | +32.83% | |
| Capital Group New Econ.Fd.(LUX)Z... | reinvestment | 17.4000 | +33.74% | +47.71% | |
| Capital Group New Economy Fund (... | reinvestment | 18.1100 | +27.90% | +35.86% |
Performance
| CAD | +5.65% | ||
|---|---|---|---|
| 6 Mois | +12.14% | ||
| 1 An | +26.30% | ||
| 3 Ans | +27.42% | ||
| 5 Ans | - | ||
| Depuis le début | +42.50% | ||
| Année | |||
| 2023 | +24.91% | ||
| 2022 | -31.95% | ||
| 2021 | +9.40% | ||