Capital Group Global Equity Fund (LUX) Z USD/ LU0817818692 /
NAV23/01/2025 | Diferencia+0.3200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
53.6000USD | +0.60% | reinvestment | Equity Worldwide | Capital Int. M. Co. ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | - | - | - | - | 2.86 | -3.90 | 5.89 | -1.82 | 5.13 | 4.23 | 1.43 | 1.71 | - |
2014 | -3.84 | 5.62 | -1.28 | -0.43 | 2.21 | 1.91 | -0.66 | 1.67 | -2.06 | 0.34 | 1.97 | -2.05 | +3.07% |
2015 | -1.55 | 5.28 | -1.37 | 3.81 | 1.46 | -3.08 | 0.40 | -6.24 | -4.69 | 8.73 | -0.78 | -1.95 | -0.96% |
2016 | -8.25 | 0.28 | 6.58 | 1.81 | 0.34 | -2.53 | 5.03 | 0.41 | 0.74 | -2.04 | 1.25 | 0.62 | +3.51% |
2017 | 3.97 | 2.52 | 1.73 | 2.22 | 2.91 | 0.29 | 3.11 | 0.17 | 0.97 | 2.71 | 1.87 | 0.75 | +25.76% |
2018 | 6.92 | -3.34 | -1.79 | 0.70 | 0.35 | -0.10 | 2.67 | -0.65 | 0.12 | -8.76 | 1.02 | -5.53 | -8.88% |
2019 | 7.96 | 3.27 | 2.14 | 2.88 | -5.69 | 6.43 | -0.15 | -1.46 | 1.30 | 2.89 | 2.46 | 3.29 | +27.61% |
2020 | -0.95 | -7.48 | -10.89 | 9.17 | 4.70 | 2.49 | 4.06 | 4.58 | -1.99 | -3.48 | 12.12 | 4.25 | +15.12% |
2021 | -1.48 | 2.76 | 1.68 | 4.72 | 2.48 | -0.24 | 0.62 | 1.07 | -3.55 | 4.40 | -3.79 | 5.39 | +14.42% |
2022 | -5.35 | -2.22 | 0.64 | -6.99 | 0.42 | -7.66 | 6.45 | -4.82 | -8.66 | 6.88 | 9.13 | -3.01 | -15.90% |
2023 | 6.43 | -2.75 | 3.68 | 1.76 | -1.85 | 4.43 | 1.78 | -2.33 | -4.81 | -1.88 | 8.62 | 4.36 | +17.81% |
2024 | 0.00 | 3.34 | 2.72 | -3.07 | 3.60 | 0.42 | 2.12 | 2.92 | 1.16 | -2.73 | 2.34 | -2.89 | - |
2025 | 4.34 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 9.31% | 11.77% | 10.61% | 14.63% | 16.58% |
Índice de Sharpe | 10.06 | 0.69 | 1.18 | 0.27 | 0.32 |
El mes mejor | +4.34% | +4.34% | +4.34% | +9.13% | +12.12% |
El mes peor | -2.89% | -2.89% | -3.07% | -8.66% | -10.89% |
Pérdida máxima | -1.81% | -4.76% | -5.83% | -23.18% | -30.34% |
Rendimiento superior | +7.99% | - | +8.57% | +12.94% | +19.06% |
Todas las cotizaciones en USD
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
Capital Group Global Equity Fund... | reinvestment | 60.5600 | +21.02% | +23.29% | |
Capital Group Global Equity Fund... | reinvestment | 64.0800 | +20.97% | +35.05% | |
Capital Group Global Equity Fund... | reinvestment | 54.0300 | +19.27% | +35.65% | |
Capital Group Global Equity Fund... | reinvestment | 10,412.0000 | +22.09% | +70.05% | |
Capital Group Global Equity Fund... | reinvestment | 66.7500 | +16.15% | +24.28% | |
Capital Group Glo.Eq.(LUX)A4 EUR | reinvestment | 53.9900 | +20.33% | +33.08% | |
Capital Group Glo.Eq.(LUX)A7 USD | reinvestment | 56.3800 | +15.68% | +22.86% | |
Capital Group Global Equity Fund... | paying dividend | 59.5600 | +20.98% | +35.05% | |
Capital Group Global Equity Fund... | reinvestment | 55.9600 | +15.41% | +21.94% | |
Capital Group Global Equity Fund... | reinvestment | 56.0200 | +15.48% | +22.21% | |
Capital Group Global Equity Fund... | reinvestment | 53.7800 | +20.29% | +32.79% | |
Capital Group Global Equity Fund... | paying dividend | 53.3300 | +15.50% | +22.20% | |
Capital Group Global Equity Fund... | paying dividend | 51.1900 | +20.25% | +32.71% | |
Capital Group Global Equity Fund... | reinvestment | 45.6400 | +18.79% | - | |
Capital Group Global Equity Fund... | reinvestment | 51.0300 | +20.41% | +21.53% | |
Capital Group Global Equity Fund... | reinvestment | 45.5300 | +18.66% | +33.72% | |
Capital Group Global Equity Fund... | paying dividend | 48.3800 | +20.33% | +21.18% | |
Capital Group Global Equity Fund... | reinvestment | 50.8200 | +20.34% | +21.23% | |
Capital Group Global Equity Fund... | paying dividend | 43.1700 | +18.60% | +33.34% | |
Capital Group Global Equity Fund... | reinvestment | 45.3500 | +18.59% | +33.42% | |
Capital Group Global Equity Fund... | reinvestment | 44.1300 | +19.11% | +28.96% | |
Capital Group Global Equity Fund... | reinvestment | 45.9700 | +14.35% | +18.69% | |
Capital Group Global Equity Fund... | reinvestment | 41.7100 | +19.17% | +17.76% | |
Capital Group Global Equity Fund... | reinvestment | 37.2100 | +17.46% | +29.56% | |
Capital Group Global Equity Fund... | paying dividend | 41.5600 | +19.11% | +28.96% | |
Capital Group Global Equity Fund... | paying dividend | 35.0400 | +17.43% | +29.55% | |
Capital Group Global Equity Fund... | paying dividend | 43.2900 | +14.36% | +18.69% | |
Capital Group Global Equity Fund... | reinvestment | 48.6300 | +20.07% | +20.43% | |
Capital Group Global Equity Fund... | reinvestment | 51.4600 | +20.01% | +31.91% | |
Capital Group Global Equity Fund... | reinvestment | 43.3900 | +18.33% | +32.53% | |
Capital Group Global Equity Fund... | reinvestment | 53.6000 | +15.22% | +21.38% | |
Capital Group Glo.Eq.(LUX)Zd EUR | paying dividend | 43.1800 | +20.00% | +31.87% | |
Capital Group Glo.Eq.(LUX)Zd USD | paying dividend | 44.9800 | +15.23% | +21.40% | |
Capital Group Global Equity Fund... | paying dividend | 6,519.0000 | +12.97% | - | |
Capital Group Global Equity Fund... | paying dividend | 40.8100 | +20.06% | +20.42% | |
Capital Group Global Equity Fund... | paying dividend | 36.4100 | +18.32% | +32.50% | |
Capital Group Global Equity Fund... | reinvestment | 8,361.0000 | +21.12% | +66.12% |
Performance
Año hasta la fecha | +4.34% | ||
---|---|---|---|
6 Meses | +5.30% | ||
Promedio móvil | +15.22% | ||
3 Años | +21.38% | ||
5 Años | +47.33% | ||
Desde el principio | +170.43% | ||
Año | |||
2023 | +17.81% | ||
2022 | -15.90% | ||
2021 | +14.42% | ||
2020 | +15.12% | ||
2019 | +27.61% | ||
2018 | -8.88% | ||
2017 | +25.76% | ||
2016 | +3.51% |