Capital Group World Growth and Income (LUX) C CHF/ LU1991128130 /
| NAV23/01/2025 | Diferencia+0.1200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 15.9200CHF | +0.76% | reinvestment | Equity Worldwide | Capital Int. M. Co. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | 1.80 | 3.93 | 0.19 | - |
| 2020 | -2.07 | -7.31 | -12.77 | 10.00 | 3.90 | 1.88 | 1.12 | 3.84 | -1.17 | -2.56 | 11.12 | 2.00 | +5.66% |
| 2021 | 0.54 | 4.08 | 6.48 | 0.08 | 0.40 | 3.11 | -2.09 | 3.39 | -2.29 | 2.73 | -2.59 | 3.75 | +18.55% |
| 2022 | -3.39 | -4.21 | 1.54 | -2.96 | 0.83 | -10.31 | 4.93 | -0.78 | -7.71 | 7.88 | 4.05 | -5.50 | -15.95% |
| 2023 | 5.82 | -0.85 | 0.26 | -0.77 | 0.60 | 3.84 | 0.57 | -1.39 | -0.83 | -2.59 | 4.28 | 1.23 | +10.30% |
| 2024 | 3.25 | 6.60 | 5.53 | -1.05 | 1.62 | 0.69 | -1.24 | -0.70 | 1.55 | -0.21 | 4.31 | 1.27 | - |
| 2025 | 4.67 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 7.40% | 15.39% | 13.23% | 14.25% | 16.92% |
| Índice de Sharpe | 14.01 | 1.05 | 1.69 | 0.41 | 0.32 |
| El mes mejor | +4.67% | +4.67% | +6.60% | +7.88% | +11.12% |
| El mes peor | +1.27% | -1.24% | -1.24% | -10.31% | -12.77% |
| Pérdida máxima | -0.84% | -10.69% | -12.96% | -19.74% | -31.91% |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en CHF
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Capital Gr.Wld.Gr.and Inc.(LUX)Z... | reinvestment | 15.5000 | +24.30% | +25.51% | |
| Capital Group World Growth and I... | reinvestment | 17.2300 | +19.49% | +27.16% | |
| Capital Group World Growth and I... | reinvestment | 17.5500 | +19.88% | +28.57% | |
| Capital Group World Growth and I... | reinvestment | 17.0800 | +19.27% | - | |
| Capital Group World Growth and I... | reinvestment | 16.4000 | +24.24% | +37.47% | |
| Capital Group World Growth and I... | paying dividend | 15.9200 | +19.19% | - | |
| Capital Group World Growth and I... | paying dividend | 15.2800 | +24.11% | - | |
| Capital Group World Growth and I... | paying dividend | 14.4500 | +24.25% | - | |
| Capital Group World Growth and I... | reinvestment | 15.9200 | +24.96% | +27.56% | |
| Capital Group World Growth and I... | reinvestment | 13.9500 | +22.69% | +38.94% | |
| Capital Group World Growth and I... | reinvestment | 2,737.0000 | +26.01% | +75.90% | |
| Capital Group World Growth and I... | paying dividend | 2,479.0000 | +26.02% | +75.83% | |
| Capital Group World Growth and I... | reinvestment | 14.2000 | +23.05% | +40.32% | |
| Capital Group World Growth and I... | paying dividend | 12.8900 | +22.47% | - | |
| Capital Group World Growth and I... | reinvestment | 13.8300 | +22.50% | - | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | reinvestment | 15.5500 | +23.02% | +33.48% | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | paying dividend | 15.1800 | +23.03% | +33.50% | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | paying dividend | 15.8100 | +18.04% | +22.81% | |
| Capital Group World Growth and I... | reinvestment | 16.1900 | +23.97% | +36.51% | |
| Capital Group World Growth and I... | paying dividend | 14.3900 | +23.02% | +33.46% | |
| Capital Group World Growth and I... | paying dividend | 14.9900 | +18.06% | +22.85% | |
| Capital Group World Growth and I... | reinvestment | 16.8400 | +24.83% | +39.64% | |
| Capital Group World Growth and I... | paying dividend | 15.3800 | +24.87% | +39.62% | |
| Capital Group World Growth and I... | paying dividend | 15.2200 | +23.95% | +36.44% | |
| Capital Group World Growth and I... | paying dividend | 15.8500 | +18.93% | +25.57% | |
| Capital Group World Growth and I... | paying dividend | 14.4600 | +23.93% | +36.58% | |
| Capital Group World Growth and I... | paying dividend | 15.0600 | +18.98% | +25.63% | |
| Capital Group World Growth and I... | paying dividend | 12.1900 | +22.12% | +37.21% | |
| Capital Group World Growth and I... | reinvestment | 14.7000 | +23.12% | +21.89% | |
| Capital Group World Growth and I... | reinvestment | 15.3000 | +23.99% | +24.69% | |
| Capital Group World Growth and I... | paying dividend | 12.8000 | +21.28% | +34.02% | |
| Capital Group World Growth and I... | reinvestment | 13.6500 | +22.20% | +37.19% | |
| Capital Group World Growth and I... | paying dividend | 12.8300 | +22.10% | +37.15% | |
| Capital Gr.Wld.Gr.and Inc.(LUX)B... | reinvestment | 16.2000 | +18.08% | +22.82% | |
| Capital Group World Growth and I... | reinvestment | 16.8600 | +18.98% | +25.63% |
Performance
| Año hasta la fecha | +4.67% | ||
|---|---|---|---|
| 6 Meses | +9.12% | ||
| Promedio móvil | +24.96% | ||
| 3 Años | +27.56% | ||
| 5 Años | +47.54% | ||
| Desde el principio | +60.65% | ||
| Año | |||
| 2023 | +10.30% | ||
| 2022 | -15.95% | ||
| 2021 | +18.55% | ||
| 2020 | +5.66% | ||