Capital Group Global Equity Fund (LUX) Z USD/  LU0817818692  /

Fonds
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%