NAV08.01.2025 Diff.+0.0100 Ertragstyp Ausrichtung Fondsgesellschaft
24.3100USD +0.04% ausschüttend Aktien weltweit Capital Int. M. Co. 
  • Ausschüttungsbereinigt Ausschüttungsbereinigt

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - - - - 0.10 -1.20 -
2016 -8.19 -0.55 6.09 1.04 0.83 -2.56 5.47 0.20 0.10 -1.89 -0.20 0.71 +0.30%
2017 3.93 2.42 2.08 2.88 3.25 0.44 3.22 0.25 0.92 3.91 0.40 0.40 +26.81%
2018 6.92 -2.75 -2.37 1.10 1.16 0.08 2.37 1.42 -0.37 -9.17 1.14 -5.80 -7.00%
2019 8.03 3.24 1.84 3.76 -6.02 6.71 0.36 -1.95 0.73 2.77 3.34 3.43 +28.72%
2020 0.27 -6.89 -12.52 11.54 5.69 4.69 7.05 8.80 -3.73 -3.00 13.20 6.42 +32.07%
2021 -0.25 1.26 0.85 5.03 1.03 1.81 1.10 3.16 -4.29 6.82 -2.61 2.02 +16.59%
2022 -8.19 -4.65 2.76 -10.31 -1.34 -9.05 8.10 -4.90 -8.92 4.52 9.19 -5.24 -26.69%
2023 8.24 -2.17 3.83 0.96 -0.64 5.60 2.83 -2.60 -4.89 -3.34 9.11 5.33 +23.24%
2024 0.33 4.90 2.40 -3.45 4.13 2.25 0.34 3.09 1.92 -2.74 3.19 -1.75 -
2025 0.75 - - - - - - - - - - - -
Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11.74% 14.17% 12.63% 17.54% 19.29%
Sharpe Ratio 3.20 0.10 1.14 0.00 0.37
Bester Monat +0.75% +3.19% +4.90% +9.19% +13.20%
Schlechtester Monat -1.75% -2.74% -3.45% -10.31% -12.52%
Maximaler Verlust -0.98% -8.58% -8.58% -32.21% -35.11%
Outperformance -2.10% - +1.98% +31.97% +58.21%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Group New Perspect.(LUX)... ausschüttend 24.2600 +25.70% +23.02%
Capital Group New Perspect.(LUX)... thesaurierend 26.0400 +25.80% +23.47%
Capital Group New Perspect.(LUX)... thesaurierend 23.2200 +19.88% +10.99%
Capital Group New Perspect.(LUX)... thesaurierend 25.7400 +25.62% +22.92%
Capital Group New Perspect.(LUX)... ausschüttend 25.0300 +18.38% +12.09%
Capital Group New Perspect.(LUX)... thesaurierend 24.1100 +27.10% +9.79%
Capital Group New Perspect.(LUX)... thesaurierend 24.2400 +27.24% +10.18%
Capital Group New Perspect.(LUX)... thesaurierend 25.7800 +25.69% +23.11%
Capital Group New Perspect.(LUX)... thesaurierend 26.5900 +18.34% +12.10%
Capital Group New Perspect.(LUX)... thesaurierend 24.4800 +27.37% +10.52%
Capital Group New Perspect.(LUX)... thesaurierend 21.7300 +22.22% +23.54%
Capital Group New Perspect.(LUX)... thesaurierend 26.8600 +18.43% +12.43%
Capital Group New Perspect.(LUX)... thesaurierend 24.5200 +27.38% +10.60%
Capital Group New Perspect.(LUX)... thesaurierend 26.9100 +18.49% -
Capital Group New Perspect.(LUX)... thesaurierend 26.9700 +18.55% +12.75%
Capital Group New Perspective Fu... thesaurierend 27.1700 +26.37% +25.09%
Capital Group New Perspective Fu... thesaurierend 28.0300 +18.97% +13.94%
Capital Group New Perspective Fu... ausschüttend 25.7000 +26.32% +25.02%
Capital Group New Perspective Fu... thesaurierend 24.3000 +17.85% +6.72%
Capital Group New Perspective Fu... thesaurierend 26.4600 +18.23% +11.74%
Capital Group New Perspective Fu... thesaurierend 25.6500 +25.55% +22.67%
Capital Group New Perspective Fu... ausschüttend 25.8000 +18.21% +11.75%
Capital Group New Perspective Fu... ausschüttend 25.0100 +25.55% -
Capital Group New Perspective Fu... ausschüttend 23.9000 +19.54% -
Capital Group New Perspective Fu... ausschüttend 25.4800 +18.20% -
Capital Group New Perspective Fu... thesaurierend 22.8100 +17.15% +7.80%
Capital Group New Perspective Fu... thesaurierend 23.2200 +19.57% +10.20%
Capital Group New Perspective Fu... thesaurierend 19.7000 +20.64% +14.20%
Capital Group New Perspective Fu... ausschüttend 23.5200 +18.31% +12.02%
Capital Group New Perspective Fu... thesaurierend 17.0900 +20.69% +14.47%
Capital Group New Perspective Fu... ausschüttend 40.4900 +28.61% -
Capital Group New Perspective Fu... thesaurierend 25.5400 +27.89% +11.97%
Capital Group New Perspective Fu... thesaurierend 22.6700 +22.74% +25.11%
Capital Group New Perspective Fu... ausschüttend 32.7300 +20.83% -
Capital Group New Perspective Fu... thesaurierend 24.2000 +27.17% +10.05%
Capital Group New Perspective Fu... thesaurierend 21.4800 +22.05% +22.95%
Capital Group New Perspective Fu... thesaurierend 36.3300 +21.83% +13.00%
Capital Group New Perspective Fu... ausschüttend 22.8100 +27.28% +10.11%
Capital Group New Perspective Fu... ausschüttend 20.2500 +22.11% +23.10%
Capital Group New Perspective Fu... ausschüttend 34.2400 +21.91% +13.08%
Capital Group New Perspective Fu... ausschüttend 19.0200 +21.99% +22.94%
Capital Group New Perspective Fu... ausschüttend 32.1700 +21.86% +13.00%
Capital Group New Perspective Fu... thesaurierend 49.9700 +32.51% +37.36%
Capital Group New Perspective Fu... thesaurierend 43.3400 +21.98% +17.90%
Capital Group New Perspective Fu... thesaurierend 21.4000 +21.94% +22.71%
Capital Group New Perspect.(LUX)... ausschüttend 21.5000 +17.16% +8.76%
Capital Group New Perspect.(LUX)... ausschüttend 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... ausschüttend 24.3100 +17.16% +8.77%
Capital Group New Perspect.(LUX)... ausschüttend 20.8400 +24.39% +19.41%
Capital Group New Perspect.(LUX)... thesaurierend 20.2700 +16.03% +1.91%
Capital Group New Perspect.(LUX)... thesaurierend 15.3200 +19.59% +11.18%
Capital Group New Perspect.(LUX)... ausschüttend 19.0300 +18.57% +7.33%
Capital Group New Perspect.(LUX)... ausschüttend 25.0100 +18.03% +11.25%
Capital Group New Perspect.(LUX)... ausschüttend 22.4300 +25.32% +22.14%
Capital Group New Perspect.(LUX)... ausschüttend 23.1400 +18.04% +11.23%
Capital Group New Perspect.(LUX)... thesaurierend 16.5300 +20.39% +13.69%
Capital Group New Perspect.(LUX)... thesaurierend 22.1500 +25.92% +6.90%
Capital Group New Perspect.(LUX)... thesaurierend 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... ausschüttend 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... ausschüttend 17.3900 +20.78% +19.43%
Capital Group New Perspect.(LUX)... thesaurierend 34.3100 +17.94% +9.23%
Capital Group New Perspect.(LUX)... thesaurierend 23.8000 +26.87% +9.32%
Capital Group New Perspect.(LUX)... thesaurierend 21.1300 +21.79% +22.21%
Capital Group New Perspect.(LUX)... thesaurierend 35.7300 +21.57% +12.22%
Capital Group New Perspect.(LUX)... ausschüttend 22.7900 +26.90% +9.29%
Capital Group New Perspect.(LUX)... ausschüttend 20.2300 +21.74% +22.19%
Capital Group New Perspect.(LUX)... ausschüttend 34.2100 +21.56% +12.22%
Capital Group New Perspect.(LUX)... ausschüttend 18.7100 +21.70% +22.15%
Capital Group New Perspect.(LUX)... thesaurierend 36.6600 +18.87% +11.73%
Capital Group New Perspective Fu... ausschüttend 19.6100 +18.52% +7.26%
Capital Group New Perspective Fu... ausschüttend 20.2100 +19.44% +9.74%
Capital Group New Perspective Fu... thesaurierend 168.3400 +17.40% -
Capital Group New Perspective Fu... thesaurierend 33.2500 +20.69% -
Capital Group New Perspective Fu... thesaurierend 22.9300 +16.40% +6.65%
Capital Group New Perspective Fu... thesaurierend 22.2300 +23.64% -
Capital Group New Perspective Fu... ausschüttend 20.0200 +23.57% +17.09%
Capital Group New Perspective Fu... thesaurierend 19.4200 +17.77% +5.26%
Capital Group New Perspective Fu... thesaurierend 32.4000 +18.90% +8.72%
Capital Group New Perspective Fu... ausschüttend 37.8200 +20.80% +13.97%
Capital Group New Perspective Fu... ausschüttend 42.7500 +28.63% +31.64%
Capital Group New Perspective Fu... thesaurierend 189.0700 +16.75% +8.54%
Capital Group New Perspect.(LUX)... thesaurierend 26.5600 +18.31% +11.97%
Capital Group New Perspective Fu... thesaurierend 22.7100 +17.18% +4.94%
Capital Group New Perspective Fu... thesaurierend 22.5000 +19.68% +10.51%
Capital Group New Perspect.(LUX)... thesaurierend 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... thesaurierend 26.1200 +18.03% +11.24%
Capital Group New Perspect.(LUX)... thesaurierend 24.3000 +17.11% +8.72%
Capital Group New Perspect.(LUX)... thesaurierend 20.0300 +18.52% +7.28%
Capital Group New Perspect.(LUX)... thesaurierend 25.3200 +25.35% +22.14%
Capital Group New Perspect.(LUX)... ausschüttend 24.2400 +25.32% +22.12%
Capital Group New Perspect.(LUX)... thesaurierend 21.5200 +19.42% +9.80%
Capital Group New Perspect.(LUX)... thesaurierend 21.7700 +16.85% +4.21%

Performance

lfd. Jahr  
+0.75%
6 Monate  
+2.10%
1 Jahr  
+17.16%
3 Jahre  
+8.77%
5 Jahre  
+60.14%
seit Beginn  
+143.10%
Jahr
2023  
+23.24%
2022
  -26.69%
2021  
+16.59%
2020  
+32.07%
2019  
+28.72%
2018
  -7.00%
2017  
+26.81%
2016  
+0.30%