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Capital Group New Perspect.(LUX)ZL/  LU1310445934  /

Fonds
NAV08/01/2025 Diferencia+0.0700 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
25.7400EUR +0.27% reinvestment Equity Worldwide Capital Int. M. Co. ▶
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2018 - - - - - - - - - - 1.26 -6.73 -
2019 8.17 3.95 3.38 3.76 -5.51 4.92 3.18 -1.15 1.71 0.46 4.73 1.67 +32.67%
2020 1.43 -6.35 -12.36 12.38 4.36 3.52 2.20 7.48 -1.93 -2.24 10.63 3.95 +22.41%
2021 0.53 1.92 3.82 2.58 -0.38 4.79 1.18 3.75 -2.40 7.11 -0.61 1.69 +26.37%
2022 -6.90 -4.42 4.26 -5.84 -2.97 -6.77 10.89 -3.17 -6.54 3.73 3.77 -7.80 -21.29%
2023 6.70 0.61 1.31 -0.49 2.50 3.50 2.15 -1.15 -2.38 -3.32 6.13 3.95 +20.69%
2024 2.58 4.99 2.62 -2.34 2.57 3.65 -0.64 1.03 1.27 -0.38 6.16 0.47 -
2025 1.14 - - - - - - - - - - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 7.15% 14.47% 12.20% 15.24% 18.00%
Índice de Sharpe 9.08 0.89 1.87 0.29 0.55
El mes mejor +1.14% +6.16% +6.16% +10.89% +12.38%
El mes peor +0.47% -0.64% -2.34% -7.80% -12.36%
Pérdida máxima -0.54% -9.47% -9.47% -21.80% -32.25%
Rendimiento superior +0.69% - +5.41% - -
 
Todas las cotizaciones en EUR

Tramos

Nombre   Tipo de beneficio Prec. de rescate Promedio móvil 3 Años
Capital Group New Perspect.(LUX)... paying dividend 24.2600 +25.70% +23.02%
Capital Group New Perspect.(LUX)... reinvestment 26.0400 +25.80% +23.47%
Capital Group New Perspect.(LUX)... reinvestment 23.2200 +19.88% +10.99%
Capital Group New Perspect.(LUX)... reinvestment 25.7400 +25.62% +22.92%
Capital Group New Perspect.(LUX)... paying dividend 25.0300 +18.38% +12.09%
Capital Group New Perspect.(LUX)... reinvestment 24.1100 +27.10% +9.79%
Capital Group New Perspect.(LUX)... reinvestment 24.2400 +27.24% +10.18%
Capital Group New Perspect.(LUX)... reinvestment 25.7800 +25.69% +23.11%
Capital Group New Perspect.(LUX)... reinvestment 26.5900 +18.34% +12.10%
Capital Group New Perspect.(LUX)... reinvestment 24.4800 +27.37% +10.52%
Capital Group New Perspect.(LUX)... reinvestment 21.7300 +22.22% +23.54%
Capital Group New Perspect.(LUX)... reinvestment 26.8600 +18.43% +12.43%
Capital Group New Perspect.(LUX)... reinvestment 24.5200 +27.38% +10.60%
Capital Group New Perspect.(LUX)... reinvestment 26.9100 +18.49% -
Capital Group New Perspect.(LUX)... reinvestment 26.9700 +18.55% +12.75%
Capital Group New Perspective Fu... reinvestment 27.1700 +26.37% +25.09%
Capital Group New Perspective Fu... reinvestment 28.0300 +18.97% +13.94%
Capital Group New Perspective Fu... paying dividend 25.7000 +26.32% +25.02%
Capital Group New Perspective Fu... reinvestment 24.3000 +17.85% +6.72%
Capital Group New Perspective Fu... reinvestment 26.4600 +18.23% +11.74%
Capital Group New Perspective Fu... reinvestment 25.6500 +25.55% +22.67%
Capital Group New Perspective Fu... paying dividend 25.8000 +18.21% +11.75%
Capital Group New Perspective Fu... paying dividend 25.0100 +25.55% -
Capital Group New Perspective Fu... paying dividend 23.9000 +19.54% -
Capital Group New Perspective Fu... paying dividend 25.4800 +18.20% -
Capital Group New Perspective Fu... reinvestment 22.8100 +17.15% +7.80%
Capital Group New Perspective Fu... reinvestment 23.2200 +19.57% +10.20%
Capital Group New Perspective Fu... reinvestment 19.7000 +20.64% +14.20%
Capital Group New Perspective Fu... paying dividend 23.5200 +18.31% +12.02%
Capital Group New Perspective Fu... reinvestment 17.0900 +20.69% +14.47%
Capital Group New Perspective Fu... paying dividend 40.4900 +28.61% -
Capital Group New Perspective Fu... reinvestment 25.5400 +27.89% +11.97%
Capital Group New Perspective Fu... reinvestment 22.6700 +22.74% +25.11%
Capital Group New Perspective Fu... paying dividend 32.7300 +20.83% -
Capital Group New Perspective Fu... reinvestment 24.2000 +27.17% +10.05%
Capital Group New Perspective Fu... reinvestment 21.4800 +22.05% +22.95%
Capital Group New Perspective Fu... reinvestment 36.3300 +21.83% +13.00%
Capital Group New Perspective Fu... paying dividend 22.8100 +27.28% +10.11%
Capital Group New Perspective Fu... paying dividend 20.2500 +22.11% +23.10%
Capital Group New Perspective Fu... paying dividend 34.2400 +21.91% +13.08%
Capital Group New Perspective Fu... paying dividend 19.0200 +21.99% +22.94%
Capital Group New Perspective Fu... paying dividend 32.1700 +21.86% +13.00%
Capital Group New Perspective Fu... reinvestment 49.9700 +32.51% +37.36%
Capital Group New Perspective Fu... reinvestment 43.3400 +21.98% +17.90%
Capital Group New Perspective Fu... reinvestment 21.4000 +21.94% +22.71%
Capital Group New Perspect.(LUX)... paying dividend 21.5000 +17.16% +8.76%
Capital Group New Perspect.(LUX)... paying dividend 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... paying dividend 24.3100 +17.16% +8.77%
Capital Group New Perspect.(LUX)... paying dividend 20.8400 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 20.2700 +16.03% +1.91%
Capital Group New Perspect.(LUX)... reinvestment 15.3200 +19.59% +11.18%
Capital Group New Perspect.(LUX)... paying dividend 19.0300 +18.57% +7.33%
Capital Group New Perspect.(LUX)... paying dividend 25.0100 +18.03% +11.25%
Capital Group New Perspect.(LUX)... paying dividend 22.4300 +25.32% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 23.1400 +18.04% +11.23%
Capital Group New Perspect.(LUX)... reinvestment 16.5300 +20.39% +13.69%
Capital Group New Perspect.(LUX)... reinvestment 22.1500 +25.92% +6.90%
Capital Group New Perspect.(LUX)... reinvestment 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 19.6600 +20.84% +19.44%
Capital Group New Perspect.(LUX)... paying dividend 17.3900 +20.78% +19.43%
Capital Group New Perspect.(LUX)... reinvestment 34.3100 +17.94% +9.23%
Capital Group New Perspect.(LUX)... reinvestment 23.8000 +26.87% +9.32%
Capital Group New Perspect.(LUX)... reinvestment 21.1300 +21.79% +22.21%
Capital Group New Perspect.(LUX)... reinvestment 35.7300 +21.57% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 22.7900 +26.90% +9.29%
Capital Group New Perspect.(LUX)... paying dividend 20.2300 +21.74% +22.19%
Capital Group New Perspect.(LUX)... paying dividend 34.2100 +21.56% +12.22%
Capital Group New Perspect.(LUX)... paying dividend 18.7100 +21.70% +22.15%
Capital Group New Perspect.(LUX)... reinvestment 36.6600 +18.87% +11.73%
Capital Group New Perspective Fu... paying dividend 19.6100 +18.52% +7.26%
Capital Group New Perspective Fu... paying dividend 20.2100 +19.44% +9.74%
Capital Group New Perspective Fu... reinvestment 168.3400 +17.40% -
Capital Group New Perspective Fu... reinvestment 33.2500 +20.69% -
Capital Group New Perspective Fu... reinvestment 22.9300 +16.40% +6.65%
Capital Group New Perspective Fu... reinvestment 22.2300 +23.64% -
Capital Group New Perspective Fu... paying dividend 20.0200 +23.57% +17.09%
Capital Group New Perspective Fu... reinvestment 19.4200 +17.77% +5.26%
Capital Group New Perspective Fu... reinvestment 32.4000 +18.90% +8.72%
Capital Group New Perspective Fu... paying dividend 37.8200 +20.80% +13.97%
Capital Group New Perspective Fu... paying dividend 42.7500 +28.63% +31.64%
Capital Group New Perspective Fu... reinvestment 189.0700 +16.75% +8.54%
Capital Group New Perspect.(LUX)... reinvestment 26.5600 +18.31% +11.97%
Capital Group New Perspective Fu... reinvestment 22.7100 +17.18% +4.94%
Capital Group New Perspective Fu... reinvestment 22.5000 +19.68% +10.51%
Capital Group New Perspect.(LUX)... reinvestment 23.5600 +24.39% +19.41%
Capital Group New Perspect.(LUX)... reinvestment 26.1200 +18.03% +11.24%
Capital Group New Perspect.(LUX)... reinvestment 24.3000 +17.11% +8.72%
Capital Group New Perspect.(LUX)... reinvestment 20.0300 +18.52% +7.28%
Capital Group New Perspect.(LUX)... reinvestment 25.3200 +25.35% +22.14%
Capital Group New Perspect.(LUX)... paying dividend 24.2400 +25.32% +22.12%
Capital Group New Perspect.(LUX)... reinvestment 21.5200 +19.42% +9.80%
Capital Group New Perspect.(LUX)... reinvestment 21.7700 +16.85% +4.21%

Performance

Año hasta la fecha  
+1.14%
6 Meses  
+7.61%
Promedio móvil  
+25.62%
3 Años  
+22.92%
5 Años  
+81.14%
Desde el principio  
+128.39%
Año
2023  
+20.69%
2022
  -21.29%
2021  
+26.37%
2020  
+22.41%
2019  
+32.67%