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Capital Group World Growth and Income (LUX) Z GBP/  LU1991132678  /

Fonds
NAV23.01.2025 Diff.+0,0600 Ertragstyp Ausrichtung Fondsgesellschaft
13,6500GBP +0,44% thesaurierend Aktien weltweit Capital Int. M. Co. ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - - - 2,51 1,10 -
2020 -1,33 -4,79 -9,79 8,14 6,34 2,98 -0,97 2,80 0,36 -2,48 8,84 2,00 +11,02%
2021 -0,33 0,22 3,49 3,27 -0,82 2,78 -0,50 3,32 -2,05 2,79 -0,10 2,71 +15,59%
2022 -4,43 -3,06 2,85 -3,76 1,95 -6,76 5,09 1,24 -4,98 3,53 2,28 -1,42 -8,02%
2023 4,82 -1,37 0,60 -0,39 -0,20 3,37 2,11 -1,41 -0,76 -1,63 4,20 4,40 +14,26%
2024 1,08 4,35 3,49 -2,06 1,51 1,90 -0,73 0,25 0,24 1,30 3,45 -0,08 -
2025 6,06 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 6,76% 11,56% 10,12% 12,26% 14,75%
Sharpe Ratio 22,46 1,86 1,93 0,69 0,50
Bester Monat +6,06% +6,06% +6,06% +6,06% +8,84%
Schlechtester Monat -0,08% -0,73% -2,06% -6,76% -9,79%
Maximaler Verlust -0,46% -5,47% -7,44% -12,52% -23,78%
Outperformance - - - - -
 
Alle Kurse in GBP

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  
+6,06%
6 Monate  
+11,52%
1 Jahr  
+22,20%
3 Jahre  
+37,19%
5 Jahre  
+61,35%
seit Beginn  
+68,73%
Jahr
2023  
+14,26%
2022
  -8,02%
2021  
+15,59%
2020  
+11,02%