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Capital Group New Perspect.(LUX)B/  LU1295551144  /

Fonds
NAV08/01/2025 Diferencia+0.0700 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
23.5600EUR +0.30% reinvestment Equity Worldwide Capital Int. M. Co. ▶
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2015 - - - - - - - - - - 4.53 -3.91 -
2016 -7.92 -0.96 1.33 0.71 3.31 -2.17 5.03 0.45 -0.55 0.56 2.99 1.18 +3.41%
2017 1.60 4.19 1.41 0.69 0.30 -1.18 0.30 -0.69 1.50 5.21 -1.77 -0.38 +11.49%
2018 3.34 -1.02 -3.26 3.09 4.40 0.27 2.23 2.19 -0.34 -6.95 1.11 -6.84 -2.58%
2019 8.13 3.89 3.31 3.71 -5.61 4.83 3.04 -1.20 1.62 0.40 4.67 1.51 +31.44%
2020 1.42 -6.47 -12.41 12.29 4.31 3.45 2.07 7.40 -2.03 -2.34 10.59 3.89 +21.31%
2021 0.43 1.83 3.72 2.49 -0.45 4.71 1.08 3.70 -2.48 7.00 -0.69 1.60 +25.06%
2022 -6.93 -4.49 4.14 -5.89 -3.04 -6.86 10.86 -3.32 -6.58 3.62 3.73 -7.89 -22.00%
2023 6.55 0.59 1.23 -0.64 2.45 3.42 2.04 -1.19 -2.46 -3.42 6.04 3.83 +19.46%
2024 2.53 4.88 2.55 -2.39 2.45 3.59 -0.69 0.88 1.24 -0.46 6.08 0.39 -
2025 1.12 - - - - - - - - - - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 7.14% 14.40% 12.15% 15.21% 17.99%
Índice de Sharpe 8.84 0.82 1.78 0.22 0.49
El mes mejor +1.12% +6.08% +6.08% +10.86% +12.29%
El mes peor +0.39% -0.69% -2.39% -7.89% -12.41%
Pérdida máxima -0.55% -9.53% -9.53% -22.13% -32.32%
Rendimiento superior -0.89% - +4.85% +40.31% +64.37%
 
Todas las cotizaciones en EUR

Tramos

Nombre   Tipo de beneficio Prec. de rescate Promedio móvil 3 Años
Capital Group New Perspect.(LUX)... paying dividend 24.2600 +25.70% +23.02%
Capital Group New Perspect.(LUX)... reinvestment 26.0400 +25.80% +23.47%
Capital Group New Perspect.(LUX)... reinvestment 23.2200 +19.88% +10.99%
Capital Group New Perspect.(LUX)... reinvestment 25.7400 +25.62% +22.92%
Capital Group New Perspect.(LUX)... paying dividend 25.0300 +18.38% +12.09%
Capital Group New Perspect.(LUX)... reinvestment 24.1100 +27.10% +9.79%
Capital Group New Perspect.(LUX)... reinvestment 24.2400 +27.24% +10.18%
Capital Group New Perspect.(LUX)... reinvestment 25.7800 +25.69% +23.11%
Capital Group New Perspect.(LUX)... reinvestment 26.5900 +18.34% +12.10%
Capital Group New Perspect.(LUX)... reinvestment 24.4800 +27.37% +10.52%
Capital Group New Perspect.(LUX)... reinvestment 21.7300 +22.22% +23.54%
Capital Group New Perspect.(LUX)... reinvestment 26.8600 +18.43% +12.43%
Capital Group New Perspect.(LUX)... reinvestment 24.5200 +27.38% +10.60%
Capital Group New Perspect.(LUX)... reinvestment 26.9100 +18.49% -
Capital Group New Perspect.(LUX)... reinvestment 26.9700 +18.55% +12.75%
Capital Group New Perspective Fu... reinvestment 27.1700 +26.37% +25.09%
Capital Group New Perspective Fu... reinvestment 28.0300 +18.97% +13.94%
Capital Group New Perspective Fu... paying dividend 25.7000 +26.32% +25.02%
Capital Group New Perspective Fu... reinvestment 24.3000 +17.85% +6.72%
Capital Group New Perspective Fu... reinvestment 26.4600 +18.23% +11.74%
Capital Group New Perspective Fu... reinvestment 25.6500 +25.55% +22.67%
Capital Group New Perspective Fu... paying dividend 25.8000 +18.21% +11.75%
Capital Group New Perspective Fu... paying dividend 25.0100 +25.55% -
Capital Group New Perspective Fu... paying dividend 23.9000 +19.54% -
Capital Group New Perspective Fu... paying dividend 25.4800 +18.20% -
Capital Group New Perspective Fu... reinvestment 22.8100 +17.15% +7.80%
Capital Group New Perspective Fu... reinvestment 23.2200 +19.57% +10.20%
Capital Group New Perspective Fu... reinvestment 19.7000 +20.64% +14.20%
Capital Group New Perspective Fu... paying dividend 23.5200 +18.31% +12.02%
Capital Group New Perspective Fu... reinvestment 17.0900 +20.69% +14.47%
Capital Group New Perspective Fu... paying dividend 40.4900 +28.61% -
Capital Group New Perspective Fu... reinvestment 25.5400 +27.89% +11.97%
Capital Group New Perspective Fu... reinvestment 22.6700 +22.74% +25.11%
Capital Group New Perspective Fu... paying dividend 32.7300 +20.83% -
Capital Group New Perspective Fu... reinvestment 24.2000 +27.17% +10.05%
Capital Group New Perspective Fu... reinvestment 21.4800 +22.05% +22.95%
Capital Group New Perspective Fu... reinvestment 36.3300 +21.83% +13.00%
Capital Group New Perspective Fu... paying dividend 22.8100 +27.28% +10.11%
Capital Group New Perspective Fu... paying dividend 20.2500 +22.11% +23.10%
Capital Group New Perspective Fu... paying dividend 34.2400 +21.91% +13.08%
Capital Group New Perspective Fu... paying dividend 19.0200 +21.99% +22.94%
Capital Group New Perspective Fu... paying dividend 32.1700 +21.86% +13.00%
Capital Group New Perspective Fu... reinvestment 49.9700 +32.51% +37.36%
Capital Group New Perspective Fu... reinvestment 43.3400 +21.98% +17.90%
Capital Group New Perspective Fu... reinvestment 21.4000 +21.94% +22.71%
Capital Group New Perspect.(LUX)... paying dividend 21.5000 +17.16% +8.76%
Capital Group New Perspect.(LUX)... paying dividend 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... paying dividend 24.3100 +17.16% +8.77%
Capital Group New Perspect.(LUX)... paying dividend 20.8400 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 20.2700 +16.03% +1.91%
Capital Group New Perspect.(LUX)... reinvestment 15.3200 +19.59% +11.18%
Capital Group New Perspect.(LUX)... paying dividend 19.0300 +18.57% +7.33%
Capital Group New Perspect.(LUX)... paying dividend 25.0100 +18.03% +11.25%
Capital Group New Perspect.(LUX)... paying dividend 22.4300 +25.32% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 23.1400 +18.04% +11.23%
Capital Group New Perspect.(LUX)... reinvestment 16.5300 +20.39% +13.69%
Capital Group New Perspect.(LUX)... reinvestment 22.1500 +25.92% +6.90%
Capital Group New Perspect.(LUX)... reinvestment 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 17.3900 +20.78% +19.43%
Capital Group New Perspect.(LUX)... reinvestment 34.3100 +17.94% +9.23%
Capital Group New Perspect.(LUX)... reinvestment 23.8000 +26.87% +9.32%
Capital Group New Perspect.(LUX)... reinvestment 21.1300 +21.79% +22.21%
Capital Group New Perspect.(LUX)... reinvestment 35.7300 +21.57% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 22.7900 +26.90% +9.29%
Capital Group New Perspect.(LUX)... paying dividend 20.2300 +21.74% +22.19%
Capital Group New Perspect.(LUX)... paying dividend 34.2100 +21.56% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 18.7100 +21.70% +22.15%
Capital Group New Perspect.(LUX)... reinvestment 36.6600 +18.87% +11.73%
Capital Group New Perspective Fu... paying dividend 19.6100 +18.52% +7.26%
Capital Group New Perspective Fu... paying dividend 20.2100 +19.44% +9.74%
Capital Group New Perspective Fu... reinvestment 168.3400 +17.40% -
Capital Group New Perspective Fu... reinvestment 33.2500 +20.69% -
Capital Group New Perspective Fu... reinvestment 22.9300 +16.40% +6.65%
Capital Group New Perspective Fu... reinvestment 22.2300 +23.64% -
Capital Group New Perspective Fu... paying dividend 20.0200 +23.57% +17.09%
Capital Group New Perspective Fu... reinvestment 19.4200 +17.77% +5.26%
Capital Group New Perspective Fu... reinvestment 32.4000 +18.90% +8.72%
Capital Group New Perspective Fu... paying dividend 37.8200 +20.80% +13.97%
Capital Group New Perspective Fu... paying dividend 42.7500 +28.63% +31.64%
Capital Group New Perspective Fu... reinvestment 189.0700 +16.75% +8.54%
Capital Group New Perspect.(LUX)... reinvestment 26.5600 +18.31% +11.97%
Capital Group New Perspective Fu... reinvestment 22.7100 +17.18% +4.94%
Capital Group New Perspective Fu... reinvestment 22.5000 +19.68% +10.51%
Capital Group New Perspect.(LUX)... reinvestment 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 26.1200 +18.03% +11.24%
Capital Group New Perspect.(LUX)... reinvestment 24.3000 +17.11% +8.72%
Capital Group New Perspect.(LUX)... reinvestment 20.0300 +18.52% +7.28%
Capital Group New Perspect.(LUX)... reinvestment 25.3200 +25.35% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 24.2400 +25.32% +22.12%
Capital Group New Perspect.(LUX)... reinvestment 21.5200 +19.42% +9.80%
Capital Group New Perspect.(LUX)... reinvestment 21.7700 +16.85% +4.21%

Performance

Año hasta la fecha  
+1.12%
6 Meses  
+7.14%
Promedio móvil  
+24.39%
3 Años  
+19.41%
5 Años  
+72.47%
Desde el principio  
+160.33%
Año
2023  
+19.46%
2022
  -22.00%
2021  
+25.06%
2020  
+21.31%
2019  
+31.44%
2018
  -2.58%
2017  
+11.49%
2016  
+3.41%