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Capital Group New Perspect.(LUX)Bh/  LU1295552548  /

Fonds
NAV23/01/2025 Diferencia+0.1100 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
20.9800CHF +0.53% reinvestment Equity Worldwide Capital Int. M. Co. ▶
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2018 - - - - 1.48 0.16 2.27 1.19 -0.31 -8.79 0.77 -6.40 -
2019 7.76 3.30 1.80 3.86 -6.36 5.88 1.02 -2.17 0.79 1.73 3.70 2.38 +25.55%
2020 0.22 -6.74 -12.68 11.49 5.51 4.24 5.66 8.32 -3.36 -3.09 12.53 5.36 +27.18%
2021 -0.06 1.49 1.75 4.10 0.43 2.65 0.77 3.38 -3.76 6.59 -2.27 1.73 +17.66%
2022 -7.92 -4.75 3.10 -8.92 -2.06 -8.67 8.24 -4.38 -8.54 4.18 6.95 -6.44 -27.29%
2023 7.48 -1.31 2.46 0.18 -0.06 4.73 2.05 -2.36 -4.12 -3.62 7.51 4.20 +17.57%
2024 0.85 4.96 2.42 -3.14 3.25 2.31 -0.72 1.96 1.37 -2.10 3.72 -1.18 -
2025 4.38 - - - - - - - - - - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 10.35% 13.98% 12.40% 16.43% 18.64%
Índice de Sharpe 9.15 0.83 1.30 0.08 0.29
El mes mejor +4.38% +4.38% +4.96% +8.24% +12.53%
El mes peor -1.18% -2.10% -3.14% -8.92% -12.68%
Pérdida máxima -2.01% -7.44% -9.65% -26.17% -33.05%
Rendimiento superior - - - - -
 
Todas las cotizaciones en CHF

Tramos

Nombre   Tipo de beneficio Prec. de rescate Promedio móvil 3 Años
Capital Group New Perspect.(LUX)... paying dividend 24.9700 +27.15% +34.55%
Capital Group New Perspect.(LUX)... reinvestment 26.8000 +27.26% +35.01%
Capital Group New Perspect.(LUX)... reinvestment 24.0500 +22.70% +22.33%
Capital Group New Perspect.(LUX)... reinvestment 26.4900 +27.05% +34.47%
Capital Group New Perspect.(LUX)... paying dividend 26.0100 +22.04% +23.84%
Capital Group New Perspect.(LUX)... reinvestment 24.9400 +26.99% +22.50%
Capital Group New Perspect.(LUX)... reinvestment 25.0700 +27.13% +22.89%
Capital Group New Perspect.(LUX)... reinvestment 26.5300 +27.12% +34.60%
Capital Group New Perspect.(LUX)... reinvestment 27.6400 +22.03% +23.89%
Capital Group New Perspect.(LUX)... reinvestment 25.3300 +27.29% +23.26%
Capital Group New Perspect.(LUX)... reinvestment 22.6000 +25.49% +35.65%
Capital Group New Perspect.(LUX)... reinvestment 27.9200 +22.19% +24.25%
Capital Group New Perspect.(LUX)... reinvestment 25.3700 +27.30% +23.39%
Capital Group New Perspect.(LUX)... reinvestment 27.9600 +22.15% +22.96%
Capital Group New Perspect.(LUX)... reinvestment 28.0200 +22.20% +24.53%
Capital Group New Perspective Fu... reinvestment 27.9700 +27.78% +36.84%
Capital Group New Perspective Fu... reinvestment 29.1300 +22.65% +25.89%
Capital Group New Perspective Fu... paying dividend 26.4600 +27.76% +36.74%
Capital Group New Perspective Fu... reinvestment 25.1500 +20.51% +17.63%
Capital Group New Perspective Fu... reinvestment 27.4900 +21.85% +23.44%
Capital Group New Perspective Fu... reinvestment 26.3900 +26.94% +34.16%
Capital Group New Perspective Fu... paying dividend 26.8100 +21.90% +23.45%
Capital Group New Perspective Fu... paying dividend 25.7300 +26.95% -
Capital Group New Perspective Fu... paying dividend 24.7600 +22.45% -
Capital Group New Perspective Fu... paying dividend 26.4800 +21.90% -
Capital Group New Perspective Fu... reinvestment 23.6100 +19.85% +15.51%
Capital Group New Perspective Fu... reinvestment 24.0500 +22.45% +21.46%
Capital Group New Perspective Fu... reinvestment 20.4300 +23.67% +25.96%
Capital Group New Perspective Fu... paying dividend 24.4400 +21.97% +23.74%
Capital Group New Perspective Fu... reinvestment 17.7300 +23.73% +26.28%
Capital Group New Perspective Fu... paying dividend 41.6300 +28.45% -
Capital Group New Perspective Fu... reinvestment 26.4300 +27.80% +24.91%
Capital Group New Perspective Fu... reinvestment 23.5800 +25.96% +37.41%
Capital Group New Perspective Fu... paying dividend 33.9200 +23.69% -
Capital Group New Perspective Fu... reinvestment 25.0400 +27.11% +22.81%
Capital Group New Perspective Fu... reinvestment 22.3400 +25.29% +35.07%
Capital Group New Perspective Fu... reinvestment 37.3900 +23.24% +24.55%
Capital Group New Perspective Fu... paying dividend 23.6000 +27.18% +22.84%
Capital Group New Perspective Fu... paying dividend 21.0500 +25.29% +35.18%
Capital Group New Perspective Fu... paying dividend 35.2400 +23.29% +24.66%
Capital Group New Perspective Fu... paying dividend 19.7800 +25.28% +35.04%
Capital Group New Perspective Fu... paying dividend 33.1100 +23.22% +24.56%
Capital Group New Perspective Fu... reinvestment 51.3400 +31.64% +48.64%
Capital Group New Perspective Fu... reinvestment 44.9200 +24.78% +29.94%
Capital Group New Perspective Fu... reinvestment 22.2500 +25.14% +34.77%
Capital Group New Perspect.(LUX)... paying dividend 22.3300 +20.78% +20.17%
Capital Group New Perspect.(LUX)... paying dividend 24.2400 +25.79% +30.60%
Capital Group New Perspect.(LUX)... paying dividend 25.2500 +20.81% +20.18%
Capital Group New Perspect.(LUX)... paying dividend 21.4400 +25.82% +30.58%
Capital Group New Perspect.(LUX)... reinvestment 20.9800 +18.73% +12.37%
Capital Group New Perspect.(LUX)... reinvestment 15.8900 +22.61% +22.70%
Capital Group New Perspect.(LUX)... paying dividend 19.7000 +21.38% +18.25%
Capital Group New Perspect.(LUX)... paying dividend 25.9900 +21.74% +22.92%
Capital Group New Perspect.(LUX)... paying dividend 23.0800 +26.79% +33.55%
Capital Group New Perspect.(LUX)... paying dividend 24.0400 +21.71% +22.91%
Capital Group New Perspect.(LUX)... reinvestment 17.1500 +23.47% +25.46%
Capital Group New Perspect.(LUX)... reinvestment 22.9000 +25.82% +19.21%
Capital Group New Perspect.(LUX)... reinvestment 20.4400 +24.10% +31.19%
Capital Group New Perspect.(LUX)... paying dividend 20.4400 +24.03% +31.19%
Capital Group New Perspect.(LUX)... paying dividend 18.0800 +24.05% +31.16%
Capital Group New Perspect.(LUX)... reinvestment 35.5300 +20.81% +20.44%
Capital Group New Perspect.(LUX)... reinvestment 24.6200 +26.84% +21.94%
Capital Group New Perspect.(LUX)... reinvestment 21.9700 +24.97% +34.21%
Capital Group New Perspect.(LUX)... reinvestment 36.7700 +22.94% +23.72%
Capital Group New Perspect.(LUX)... paying dividend 23.5800 +26.87% +21.93%
Capital Group New Perspect.(LUX)... paying dividend 21.0300 +24.98% +34.11%
Capital Group New Perspect.(LUX)... paying dividend 35.2100 +22.94% +23.72%
Capital Group New Perspect.(LUX)... paying dividend 19.4600 +24.97% +34.18%
Capital Group New Perspect.(LUX)... reinvestment 37.9700 +21.70% +23.16%
Capital Group New Perspective Fu... paying dividend 20.3000 +21.32% +18.16%
Capital Group New Perspective Fu... paying dividend 20.9300 +22.26% +20.94%
Capital Group New Perspective Fu... reinvestment 174.4400 +20.44% -
Capital Group New Perspective Fu... reinvestment 34.2100 +22.05% -
Capital Group New Perspective Fu... reinvestment 23.8100 +20.01% +17.87%
Capital Group New Perspective Fu... reinvestment 22.8600 +24.99% -
Capital Group New Perspective Fu... paying dividend 20.5900 +24.96% +28.02%
Capital Group New Perspective Fu... reinvestment 20.1000 +20.58% +15.98%
Capital Group New Perspective Fu... reinvestment 33.5600 +21.73% +19.86%
Capital Group New Perspective Fu... paying dividend 39.2000 +23.61% +25.64%
Capital Group New Perspective Fu... paying dividend 43.9600 +28.46% +43.23%
Capital Group New Perspective Fu... reinvestment 196.6500 +20.30% +20.25%
Capital Group New Perspective Fu... reinvestment 22.3400 - -
Capital Group New Perspective Fu... reinvestment 25.0400 - -
Capital Group New Perspective Fu... reinvestment 37.3900 - -
Capital Group New Perspective Fu... paying dividend 22.3300 - -
Capital Group New Perspective Fu... paying dividend 25.0300 - -
Capital Group New Perspective Fu... paying dividend 37.3800 - -
Capital Group New Perspective Fu... paying dividend 37.3400 - -
Capital Group New Perspective Fu... reinvestment 21.6400 - -
Capital Group New Perspect.(LUX)... reinvestment 27.6000 +22.02% +23.77%
Capital Group New Perspective Fu... reinvestment 23.5000 +19.84% +15.65%
Capital Group New Perspective Fu... reinvestment 23.3000 +22.50% +21.80%
Capital Group New Perspect.(LUX)... reinvestment 24.2300 +25.80% +30.55%
Capital Group New Perspect.(LUX)... reinvestment 27.1400 +21.70% +22.92%
Capital Group New Perspect.(LUX)... reinvestment 25.2500 +20.81% +20.18%
Capital Group New Perspect.(LUX)... reinvestment 20.7400 +21.36% +18.24%
Capital Group New Perspect.(LUX)... reinvestment 26.0500 +26.76% +33.52%
Capital Group New Perspect.(LUX)... paying dividend 24.9400 +26.73% +33.51%
Capital Group New Perspect.(LUX)... reinvestment 22.2900 +22.27% +21.01%
Capital Group New Perspect.(LUX)... reinvestment 22.5400 +19.64% +15.00%
Capital Group New Perspective Fu... reinvestment 27.6000 - -
Capital Group New Perspective Fu... reinvestment 26.4900 - -
Capital Group New Perspective Fu... paying dividend 27.5900 - -
Capital Group New Perspective Fu... paying dividend 26.4800 - -
Capital Group New Perspective Fu... paying dividend 27.5600 - -
Capital Group New Perspective Fu... reinvestment 24.2700 - -
Capital Group New Perspective Fu... reinvestment 25.9700 - -

Performance

Año hasta la fecha  
+4.38%
6 Meses  
+6.93%
Promedio móvil  
+18.73%
3 Años  
+12.37%
5 Años  
+47.85%
Desde el principio  
+74.40%
Año
2023  
+17.57%
2022
  -27.29%
2021  
+17.66%
2020  
+27.18%
2019  
+25.55%