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Capital Group World Growth and Income (LUX) B CHF/  LU1991127835  /

Fonds
NAV08.01.2025 Diff.+0,0400 Ertragstyp Ausrichtung Fondsgesellschaft
14,2200CHF +0,28% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - 1,60 3,83 0,09 -
2020 -2,18 -7,45 -12,85 9,83 3,82 1,68 1,03 3,68 -1,38 -2,60 11,00 1,85 +4,07%
2021 0,36 3,99 6,36 -0,08 0,33 2,94 -2,14 3,24 -2,44 2,58 -2,67 3,63 +16,82%
2022 -3,50 -4,35 1,43 -3,08 0,69 -10,39 4,75 -0,91 -7,88 7,85 3,87 -5,59 -17,20%
2023 5,64 -0,98 0,18 -0,90 0,45 3,69 0,43 -1,47 -0,97 -2,66 4,10 1,14 +8,65%
2024 3,11 6,46 5,44 -1,20 1,44 0,67 -1,48 -0,83 1,52 -0,37 4,20 1,08 -
2025 1,21 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 4,06% 15,82% 13,19% 14,35% 16,92%
Sharpe Ratio 17,33 0,22 1,52 0,05 0,19
Bester Monat +1,21% +4,20% +6,46% +7,85% +11,00%
Schlechtester Monat +1,08% -1,48% -1,48% -10,39% -12,85%
Maximaler Verlust -0,28% -13,07% -13,07% -22,08% -31,99%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Gr.Wld.Gr.and Inc.(LUX)Z... thesaurierend 14,9800 +23,90% +13,83%
Capital Group World Growth and I... thesaurierend 16,5800 +15,46% +16,51%
Capital Group World Growth and I... thesaurierend 16,8900 +15,84% +17,78%
Capital Group World Growth and I... thesaurierend 16,4400 +15,21% -
Capital Group World Growth and I... thesaurierend 15,9400 +22,43% +27,21%
Capital Group World Growth and I... ausschüttend 15,3300 +13,81% -
Capital Group World Growth and I... ausschüttend 14,8600 +20,81% -
Capital Group World Growth and I... ausschüttend 13,9700 +22,33% -
Capital Group World Growth and I... thesaurierend 15,3900 +24,62% +15,71%
Capital Group World Growth and I... thesaurierend 13,4100 +19,09% +27,96%
Capital Group World Growth and I... thesaurierend 2.675,0000 +27,32% +61,83%
Capital Group World Growth and I... ausschüttend 2.422,0000 +25,04% +58,85%
Capital Group World Growth and I... thesaurierend 13,6600 +19,51% +29,36%
Capital Group World Growth and I... ausschüttend 12,4000 +17,42% -
Capital Group World Growth and I... thesaurierend 13,3000 +18,86% -
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 15,1200 +21,25% +23,53%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 14,7600 +20,79% +23,09%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 15,2300 +13,74% +12,16%
Capital Group World Growth and I... thesaurierend 15,7300 +22,13% +26,35%
Capital Group World Growth and I... ausschüttend 13,9900 +20,79% +23,09%
Capital Group World Growth and I... ausschüttend 14,4300 +13,68% +12,08%
Capital Group World Growth and I... thesaurierend 16,3700 +23,08% +29,30%
Capital Group World Growth and I... ausschüttend 14,9500 +23,05% +29,24%
Capital Group World Growth and I... ausschüttend 14,8000 +20,82% +25,02%
Capital Group World Growth and I... ausschüttend 15,2600 +13,71% +13,88%
Capital Group World Growth and I... ausschüttend 14,0500 +21,62% +25,89%
Capital Group World Growth and I... ausschüttend 14,5000 +14,59% +14,71%
Capital Group World Growth and I... ausschüttend 11,7300 +18,26% +25,99%
Capital Group World Growth and I... thesaurierend 14,2200 +22,80% +10,66%
Capital Group World Growth and I... thesaurierend 14,7900 +23,56% +13,07%
Capital Group World Growth and I... ausschüttend 12,3200 +17,33% +23,23%
Capital Group World Growth and I... thesaurierend 13,1300 +18,61% +26,37%
Capital Group World Growth and I... ausschüttend 12,3500 +17,40% +25,09%
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 15,6000 +14,12% +12,55%
Capital Group World Growth and I... thesaurierend 16,2300 +14,94% +15,11%

Performance

lfd. Jahr  
+1,21%
6 Monate  
+3,12%
1 Jahr  
+22,80%
3 Jahre  
+10,66%
5 Jahre  
+33,40%
seit Beginn  
+43,49%
Jahr
2023  
+8,65%
2022
  -17,20%
2021  
+16,82%
2020  
+4,07%