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Capital Group World Growth and Income (LUX) Z EUR/  LU1991129963  /

Fonds
NAV23.01.2025 Diff.+0,1100 Ertragstyp Ausrichtung Fondsgesellschaft
16,1900EUR +0,68% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - 0,54 3,78 1,67 -
2020 -0,61 -7,01 -12,53 10,27 2,87 2,12 -0,22 3,73 -1,37 -1,61 9,48 2,19 +5,23%
2021 0,49 2,42 5,39 0,99 0,44 3,01 0,00 2,58 -2,09 4,62 -0,98 4,05 +22,69%
2022 -3,81 -3,05 2,13 -3,50 0,52 -7,73 7,73 -1,82 -6,25 5,35 4,46 -6,06 -12,62%
2023 5,27 -1,04 0,61 -0,17 1,82 3,32 2,48 -1,37 -1,88 -2,16 5,27 3,88 +16,80%
2024 2,72 3,86 3,64 -1,90 1,72 2,47 -0,14 0,34 1,30 -0,07 5,15 0,26 -
2025 4,12 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 7,43% 13,04% 11,04% 12,73% 15,77%
Sharpe Ratio 11,70 1,61 1,93 0,65 0,47
Bester Monat +4,12% +5,15% +5,15% +7,73% +10,27%
Schlechtester Monat +0,26% -0,14% -1,90% -7,73% -12,53%
Maximaler Verlust -0,89% -7,35% -9,10% -14,02% -31,69%
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Capital Gr.Wld.Gr.and Inc.(LUX)Z... thesaurierend 15,5000 +24,30% +25,51%
Capital Group World Growth and I... thesaurierend 17,2300 +19,49% +27,16%
Capital Group World Growth and I... thesaurierend 17,5500 +19,88% +28,57%
Capital Group World Growth and I... thesaurierend 17,0800 +19,27% -
Capital Group World Growth and I... thesaurierend 16,4000 +24,24% +37,47%
Capital Group World Growth and I... ausschüttend 15,9200 +19,19% -
Capital Group World Growth and I... ausschüttend 15,2800 +24,11% -
Capital Group World Growth and I... ausschüttend 14,4500 +24,25% -
Capital Group World Growth and I... thesaurierend 15,9200 +24,96% +27,56%
Capital Group World Growth and I... thesaurierend 13,9500 +22,69% +38,94%
Capital Group World Growth and I... thesaurierend 2.737,0000 +26,01% +75,90%
Capital Group World Growth and I... ausschüttend 2.479,0000 +26,02% +75,83%
Capital Group World Growth and I... thesaurierend 14,2000 +23,05% +40,32%
Capital Group World Growth and I... ausschüttend 12,8900 +22,47% -
Capital Group World Growth and I... thesaurierend 13,8300 +22,50% -
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 15,5500 +23,02% +33,48%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 15,1800 +23,03% +33,50%
Capital Gr.Wld.Gr.and Inc.(LUX)B... ausschüttend 15,8100 +18,04% +22,81%
Capital Group World Growth and I... thesaurierend 16,1900 +23,97% +36,51%
Capital Group World Growth and I... ausschüttend 14,3900 +23,02% +33,46%
Capital Group World Growth and I... ausschüttend 14,9900 +18,06% +22,85%
Capital Group World Growth and I... thesaurierend 16,8400 +24,83% +39,64%
Capital Group World Growth and I... ausschüttend 15,3800 +24,87% +39,62%
Capital Group World Growth and I... ausschüttend 15,2200 +23,95% +36,44%
Capital Group World Growth and I... ausschüttend 15,8500 +18,93% +25,57%
Capital Group World Growth and I... ausschüttend 14,4600 +23,93% +36,58%
Capital Group World Growth and I... ausschüttend 15,0600 +18,98% +25,63%
Capital Group World Growth and I... ausschüttend 12,1900 +22,12% +37,21%
Capital Group World Growth and I... thesaurierend 14,7000 +23,12% +21,89%
Capital Group World Growth and I... thesaurierend 15,3000 +23,99% +24,69%
Capital Group World Growth and I... ausschüttend 12,8000 +21,28% +34,02%
Capital Group World Growth and I... thesaurierend 13,6500 +22,20% +37,19%
Capital Group World Growth and I... ausschüttend 12,8300 +22,10% +37,15%
Capital Gr.Wld.Gr.and Inc.(LUX)B... thesaurierend 16,2000 +18,08% +22,82%
Capital Group World Growth and I... thesaurierend 16,8600 +18,98% +25,63%

Performance

lfd. Jahr  
+4,12%
6 Monate  
+11,27%
1 Jahr  
+23,97%
3 Jahre  
+36,51%
5 Jahre  
+61,26%
seit Beginn  
+77,13%
Jahr
2023  
+16,80%
2022
  -12,62%
2021  
+22,69%
2020  
+5,23%