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Capital Group World Growth and Income (LUX) C JPY/  LU1991130466  /

Fonds
NAV08.01.2025 Diff.+10,0000 Ertragstyp Ausrichtung Fondsgesellschaft
2.675,0000JPY +0,38% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - 2,86 3,95 2,76 -
2020 -1,85 -7,87 -12,81 9,37 4,87 3,53 2,69 5,15 -3,49 -2,84 11,78 3,57 +9,74%
2021 1,38 3,70 6,48 2,26 2,41 1,44 -1,22 2,54 -2,86 7,06 -3,67 6,40 +28,39%
2022 -4,95 -3,39 6,81 -1,76 1,42 -5,00 3,40 0,62 -4,75 9,26 -0,36 -5,71 -5,54%
2023 6,06 0,77 0,65 4,22 1,01 9,36 1,78 -0,40 -1,66 -0,61 5,96 0,24 +30,35%
2024 5,03 5,90 4,57 1,12 3,21 3,47 -5,90 0,04 0,33 3,35 0,79 3,29 -
2025 1,44 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 8,13% 18,49% 15,44% 17,01% 19,27%
Sharpe Ratio 10,98 -0,07 1,59 0,86 0,76
Bester Monat +3,29% +3,35% +5,90% +9,36% +11,78%
Schlechtester Monat +1,44% -5,90% -5,90% -5,90% -12,81%
Maximaler Verlust -0,60% -18,17% -18,17% -18,17% -31,58%
Outperformance - - - - -
 
Alle Kurse in JPY

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  
+1,44%
6 Monate  
+0,79%
1 Jahr  
+27,32%
3 Jahre  
+61,83%
5 Jahre  
+123,10%
seit Beginn  
+147,91%
Jahr
2023  
+30,35%
2022
  -5,54%
2021  
+28,39%
2020  
+9,74%