Capital Group World Growth and Income (LUX) Zd EUR/ LU1991130037 /
| NAV23.01.2025 | Diff.+0.1000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 15.2200EUR | +0.66% | ausschüttend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | - | 3.78 | 1.67 | - |
| 2020 | -0.60 | -7.02 | -12.56 | 10.29 | 2.88 | 2.13 | -0.22 | 3.74 | -1.38 | -1.61 | 9.50 | 2.19 | +5.25% |
| 2021 | 0.45 | 2.45 | 5.35 | 1.00 | 0.45 | 3.04 | -0.09 | 2.61 | -2.12 | 4.67 | -0.99 | 4.01 | +22.59% |
| 2022 | -3.75 | -3.12 | 2.18 | -3.50 | 0.44 | -7.74 | 7.82 | -1.86 | -6.31 | 5.48 | 1.82 | -3.58 | -12.52% |
| 2023 | 5.09 | -0.99 | 0.63 | -0.18 | 1.80 | 3.37 | 2.40 | -1.26 | -1.95 | -2.16 | 5.21 | 3.95 | +16.68% |
| 2024 | 2.67 | 3.90 | 3.68 | -1.92 | 1.73 | 2.45 | -0.07 | 0.29 | 1.30 | -0.07 | 5.14 | 0.27 | - |
| 2025 | 4.07 | - | - | - | - | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.56% | 13.09% | 11.06% | 12.70% | 15.69% |
| Sharpe Ratio | 11.34 | 1.59 | 1.92 | 0.65 | 0.47 |
| Bester Monat | +4.07% | +5.14% | +5.14% | +7.82% | +10.29% |
| Schlechtester Monat | +0.27% | -0.07% | -1.92% | -7.74% | -12.56% |
| Maximaler Verlust | -0.88% | -7.38% | -9.08% | -14.01% | -30.16% |
| 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 | +4.07% | ||
|---|---|---|---|
| 6 Monate | +11.22% | ||
| 1 Jahr | +23.95% | ||
| 3 Jahre | +36.44% | ||
| 5 Jahre | +61.07% | ||
| seit Beginn | +77.75% | ||
| Jahr | |||
| 2023 | +16.68% | ||
| 2022 | -12.52% | ||
| 2021 | +22.59% | ||
| 2020 | +5.25% | ||
Ausschüttungen
| 02.01.2025 | 0.16 EUR |
| 02.01.2024 | 0.16 EUR |
| 03.01.2023 | 0.16 EUR |
| 03.01.2022 | 0.15 EUR |
| 04.01.2021 | 0.09 EUR |
| 02.01.2020 | 0.02 EUR |