Capital Group Global Equity Fund (LUX) B USD/ LU0114998999 /
NAV21.05.2024 | Diff.+0,0900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
43,5100USD | +0,21% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1970 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | 1,89 | 1,85 | 0,00 | -1,82 | 0,00 | 3,70 | - |
1971 | 3,57 | 0,00 | 5,17 | 3,28 | -1,59 | 0,00 | 0,00 | -1,61 | -1,64 | -3,33 | -1,72 | 10,53 | - |
1972 | 7,94 | 4,41 | 1,41 | 1,39 | 5,48 | -3,90 | 1,35 | 2,67 | -2,60 | 0,00 | 2,67 | 1,30 | - |
1973 | -2,56 | 1,32 | -2,60 | 1,33 | 1,32 | 0,00 | 1,30 | -7,69 | 4,17 | 1,33 | -10,53 | -1,47 | - |
1974 | 0,00 | 2,99 | -2,90 | -1,49 | -6,06 | -3,23 | 3,33 | -6,45 | -6,90 | 3,70 | 3,57 | -1,72 | - |
1975 | 12,28 | 7,81 | 2,90 | 2,82 | 2,74 | 2,67 | -3,90 | -4,05 | -1,41 | 2,86 | 1,39 | 1,37 | - |
1976 | 6,76 | -1,27 | 1,28 | -1,27 | -1,28 | 5,19 | -1,23 | -1,25 | 1,27 | -2,50 | 2,56 | 6,25 | - |
1977 | -2,35 | -3,61 | 0,00 | 2,50 | 0,00 | 3,66 | 0,00 | -2,35 | 2,41 | -2,35 | 3,61 | 0,00 | - |
1978 | -3,49 | 2,41 | 3,53 | 2,27 | 2,22 | 2,17 | 6,38 | 5,00 | -1,90 | -2,91 | -4,00 | 1,04 | - |
1979 | 3,09 | -3,00 | 4,12 | -0,99 | -1,00 | 4,04 | 0,97 | 7,69 | 2,68 | -7,83 | 4,72 | 4,50 | - |
1980 | 5,17 | 0,00 | -10,66 | 2,75 | 5,36 | 3,39 | 2,46 | 3,20 | 6,98 | 3,62 | -1,40 | -0,71 | - |
1981 | -0,71 | 0,00 | 5,04 | 2,74 | -1,33 | 2,03 | -1,32 | -0,67 | -8,11 | 2,21 | 7,19 | -1,34 | - |
1982 | -2,72 | -6,29 | -4,48 | 6,25 | -2,21 | -3,01 | -2,33 | 3,97 | -0,76 | 6,92 | 5,04 | 4,79 | - |
1983 | 1,96 | 3,85 | 2,47 | 4,82 | -0,57 | 2,89 | -0,56 | -3,39 | 3,51 | 0,57 | 0,56 | 2,79 | - |
1984 | 0,54 | -3,78 | 3,37 | -2,72 | -7,26 | 0,60 | -5,99 | 11,47 | -0,57 | 0,00 | -1,15 | 2,91 | - |
1985 | 5,08 | 1,61 | 2,65 | 1,03 | 3,06 | 1,49 | 2,44 | 0,48 | 1,42 | 6,54 | 6,58 | 6,17 | - |
1986 | 2,71 | 6,79 | 6,71 | 6,29 | -2,49 | 2,56 | -2,80 | 8,97 | -4,41 | 0,92 | 2,74 | 1,48 | - |
1987 | 7,60 | 4,35 | 4,43 | 0,00 | 2,99 | 4,36 | 6,73 | 2,39 | -0,21 | -22,98 | -1,38 | 5,04 | - |
1988 | -0,80 | 4,03 | 2,07 | 2,03 | -0,74 | 2,75 | 0,00 | -3,16 | 2,26 | 2,95 | 0,00 | 2,15 | - |
1989 | 4,67 | 0,45 | -0,44 | 3,13 | 0,00 | 0,22 | 6,26 | 1,63 | 1,40 | -5,72 | 2,93 | 4,67 | - |
1990 | -4,66 | -1,83 | -1,66 | -2,74 | 9,11 | 2,19 | 0,58 | -7,93 | -9,24 | 5,32 | 0,22 | 0,44 | - |
1991 | 1,75 | 9,01 | -3,35 | 0,81 | 1,62 | -5,57 | 4,21 | 1,41 | 2,39 | 1,36 | -4,41 | 7,83 | - |
1992 | -1,12 | 0,57 | -4,12 | 1,37 | 4,24 | -2,77 | -1,33 | 1,54 | -0,95 | -4,41 | 1,60 | 3,35 | - |
1993 | 0,95 | 1,32 | 5,04 | 3,73 | 3,08 | -2,33 | 2,72 | 5,13 | 0,16 | 4,40 | -3,77 | 6,26 | - |
1994 | 3,09 | 0,00 | -1,43 | -0,58 | 1,02 | -1,73 | 3,08 | 2,42 | -2,92 | 0,57 | -5,13 | 0,75 | - |
1995 | -2,68 | 2,76 | 2,83 | 2,61 | 1,98 | 0,69 | 5,78 | 0,00 | 2,47 | -3,43 | 5,39 | 0,75 | - |
1996 | -0,25 | 3,60 | 0,36 | 2,63 | -1,51 | -0,12 | -4,49 | 2,35 | 2,30 | 0,71 | 5,63 | -0,78 | - |
1997 | 1,57 | 2,21 | -0,22 | -2,27 | 10,51 | 4,40 | 5,27 | -4,01 | 4,17 | -6,92 | -0,39 | 0,79 | +14,89% |
1998 | 3,02 | 6,72 | 4,34 | 0,93 | -1,94 | -0,60 | -1,12 | -15,72 | 1,87 | 10,48 | 5,34 | 2,80 | +14,62% |
1999 | 5,87 | -1,85 | 4,42 | 6,58 | -2,94 | 6,52 | 1,14 | -0,70 | -0,50 | 2,42 | 4,93 | 7,95 | +38,61% |
2000 | -4,05 | 1,79 | 5,03 | -0,84 | -3,20 | 1,18 | -3,45 | 5,36 | -6,84 | -2,99 | -4,96 | 4,37 | -9,14% |
2001 | 4,79 | -7,80 | -4,75 | 10,12 | -1,67 | -3,59 | -1,62 | -3,64 | -12,68 | 5,94 | 8,09 | 1,11 | -7,90% |
2002 | -2,93 | -1,59 | 7,06 | -3,73 | 0,07 | -8,18 | -10,62 | -1,63 | -12,44 | 10,32 | 10,02 | -8,07 | -22,29% |
2003 | -3,21 | -2,14 | -1,79 | 10,45 | 7,07 | 1,37 | 3,81 | 4,24 | -0,78 | 7,57 | 2,27 | 5,95 | +39,53% |
2004 | 2,23 | 1,59 | -1,43 | -3,43 | 0,96 | 1,76 | -4,13 | -0,49 | 1,95 | 2,33 | 4,68 | 3,19 | +9,20% |
2005 | -3,22 | 3,58 | -3,03 | -3,44 | 2,77 | 0,06 | 4,55 | 0,86 | 1,52 | -2,10 | 3,61 | 2,84 | +7,80% |
2006 | 5,63 | -1,25 | 1,38 | 3,37 | -3,89 | -0,33 | 0,00 | 3,68 | 1,06 | 2,83 | 1,93 | 1,55 | +16,77% |
2007 | 0,49 | -0,20 | 0,74 | 3,65 | 2,21 | -0,23 | -0,92 | -1,77 | 3,69 | 1,32 | -3,92 | -2,81 | +1,97% |
2008 | -8,92 | 1,48 | -3,44 | 5,08 | 0,82 | -9,85 | -2,89 | -2,21 | -14,00 | -19,27 | -5,67 | 4,00 | -44,86% |
2009 | -7,70 | -9,29 | 6,90 | 11,05 | 7,92 | 0,65 | 7,13 | 3,71 | 3,79 | 0,14 | 2,11 | 2,47 | +30,45% |
2010 | -3,49 | -0,97 | 6,46 | 0,33 | -10,18 | -2,63 | 6,31 | -3,18 | 10,44 | 2,25 | -1,87 | 6,79 | +8,72% |
2011 | 0,49 | 4,30 | -1,18 | 2,62 | -2,26 | -2,49 | -1,22 | -6,66 | -10,04 | 11,89 | -2,69 | -0,67 | -9,13% |
2012 | 5,77 | 5,58 | -0,97 | -0,68 | -9,64 | 3,83 | 3,03 | 1,98 | 3,39 | -0,42 | 2,92 | 0,89 | +15,75% |
2013 | 6,45 | -0,11 | 1,77 | 1,41 | 2,78 | -3,95 | 5,85 | -1,89 | 5,06 | 4,17 | 1,38 | 1,64 | +26,86% |
2014 | -3,93 | 5,53 | -1,32 | -0,46 | 2,09 | 1,86 | -0,71 | 1,62 | -2,17 | 0,32 | 1,89 | -2,12 | +2,27% |
2015 | -1,58 | 5,19 | -1,44 | 3,77 | 1,37 | -3,16 | 0,30 | -6,24 | -4,76 | 8,65 | -0,85 | -2,03 | -1,76% |
2016 | -8,33 | 0,25 | 6,46 | 1,79 | 0,28 | -2,63 | 4,97 | 0,32 | 0,67 | -2,10 | 1,19 | 0,50 | +2,62% |
2017 | 3,90 | 2,50 | 1,64 | 2,15 | 2,84 | 0,20 | 3,07 | 0,08 | 0,88 | 2,65 | 1,81 | 0,69 | +24,75% |
2018 | 6,87 | -3,40 | -1,88 | 0,64 | 0,28 | -0,14 | 2,57 | -0,69 | 0,03 | -8,81 | 0,99 | -5,59 | -9,56% |
2019 | 7,87 | 3,24 | 2,03 | 2,83 | -5,75 | 6,39 | -0,24 | -1,53 | 1,24 | 2,83 | 2,39 | 3,24 | +26,67% |
2020 | -1,00 | -7,54 | -10,94 | 9,08 | 4,66 | 2,39 | 4,02 | 4,50 | -2,06 | -3,53 | 12,06 | 4,18 | +14,25% |
2021 | -1,54 | 2,71 | 1,60 | 4,68 | 2,40 | -0,30 | 0,55 | 1,00 | -3,60 | 4,32 | -3,85 | 5,35 | +13,60% |
2022 | -5,42 | -2,30 | 0,60 | -7,07 | 0,36 | -7,72 | 6,41 | -4,91 | -8,69 | 6,80 | 9,07 | -3,06 | -16,54% |
2023 | 6,37 | -2,81 | 3,61 | 1,68 | -1,91 | 4,37 | 1,74 | -2,40 | -4,87 | -1,95 | 8,56 | 4,29 | +16,92% |
2024 | -0,05 | 3,30 | 2,64 | -3,13 | 5,02 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9,56% | 9,22% | 10,41% | 14,51% | 16,44% |
Sharpe Ratio | 1,86 | 2,63 | 1,09 | -0,04 | 0,32 |
Bester Monat | +5,02% | +8,56% | +8,56% | +9,07% | +12,06% |
Schlechtester Monat | -3,13% | -3,13% | -4,87% | -8,69% | -10,94% |
Maximaler Verlust | -4,67% | -4,67% | -10,47% | -26,43% | -30,40% |
Outperformance | +7,26% | - | +7,72% | +10,01% | +12,83% |
Alle Kurse in USD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Capital Group Global Equity Fund... | thesaurierend | 43,5100 | +15,14% | +9,96% | |
Capital Group Global Equity Fund... | thesaurierend | 39,6300 | +16,76% | +11,60% | |
Capital Group Global Equity Fund... | thesaurierend | 34,2200 | +12,57% | +22,43% | |
Capital Group Global Equity Fund... | thesaurierend | 56,9400 | +18,55% | +16,82% | |
Capital Group Global Equity Fund... | thesaurierend | 57,5800 | +16,42% | +29,22% | |
Capital Group Global Equity Fund... | thesaurierend | 49,1700 | +14,30% | +28,18% | |
Capital Group Global Equity Fund... | thesaurierend | 9.763,0000 | +31,72% | +65,08% | |
Capital Group Global Equity Fund... | thesaurierend | 62,5100 | +16,88% | +15,10% | |
Capital Group Global Equity Fund... | ausschüttend | 37,8000 | +14,63% | +23,41% | |
Capital Group Global Equity Fund... | ausschüttend | 32,2800 | +12,56% | +22,43% | |
Capital Group Global Equity Fund... | ausschüttend | 41,0400 | +15,13% | +9,97% | |
Capital Group Global Equity Fund... | thesaurierend | 45,9700 | +17,63% | +14,13% | |
Capital Group Global Equity Fund... | thesaurierend | 46,4900 | +15,50% | +26,23% | |
Capital Group Global Equity Fund... | thesaurierend | 39,7000 | +13,43% | +25,24% | |
Capital Group Global Equity Fund... | thesaurierend | 50,4700 | +16,00% | +12,46% | |
Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 48,7000 | +15,87% | +27,42% | |
Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 39,3700 | +15,51% | +26,22% | |
Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 42,7400 | +16,01% | +12,47% | |
Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 52,9500 | +16,48% | - | |
Capital Group Global Equity Fund... | ausschüttend | 54,2700 | +16,43% | +29,24% | |
Capital Group Global Equity Fund... | thesaurierend | 52,6400 | +16,18% | - | |
Capital Group Global Equity Fund... | thesaurierend | 52,6700 | +16,24% | +13,22% | |
Capital Group Global Equity Fund... | thesaurierend | 48,5200 | +15,77% | +27,12% | |
Capital Group Global Equity Fund... | ausschüttend | 50,7100 | +16,25% | +13,20% | |
Capital Group Global Equity Fund... | ausschüttend | 46,7100 | +15,75% | +27,06% | |
Capital Group Global Equity Fund... | thesaurierend | 41,6500 | +13,89% | - | |
Capital Group Global Equity Fund... | ausschüttend | 6.346,0000 | +12,78% | - | |
Capital Group Global Equity Fund... | thesaurierend | 48,1600 | +18,01% | +15,19% | |
Capital Group Global Equity Fund... | thesaurierend | 41,5800 | +13,76% | +26,38% | |
Capital Group Global Equity Fund... | ausschüttend | 38,9300 | +17,64% | +14,10% | |
Capital Group Global Equity Fund... | ausschüttend | 33,6200 | +13,44% | +25,22% | |
Capital Group Global Equity Fund... | thesaurierend | 7.882,0000 | +30,71% | +61,25% | |
Capital Group Global Equity Fund... | ausschüttend | 46,1900 | +17,86% | +14,86% | |
Capital Group Global Equity Fund... | thesaurierend | 47,9700 | +17,89% | +14,87% | |
Capital Group Global Equity Fund... | ausschüttend | 39,8800 | +13,62% | +26,00% | |
Capital Group Global Equity Fund... | thesaurierend | 41,4300 | +13,69% | +26,08% | |
Capital Group Global Equity Fund... | thesaurierend | 40,0800 | +14,68% | +23,44% |
Performance
lfd. Jahr | +7,80% | ||
---|---|---|---|
6 Monate | +13,04% | ||
1 Jahr | +15,14% | ||
3 Jahre | +9,96% | ||
5 Jahre | +53,96% | ||
10 Jahre | +100,97% | ||
seit Beginn | +8109,43% | ||
Jahr | |||
2023 | +16,92% | ||
2022 | -16,54% | ||
2021 | +13,60% | ||
2020 | +14,25% | ||
2019 | +26,67% | ||
2018 | -9,56% | ||
2017 | +24,75% | ||
2016 | +2,62% | ||
2015 | -1,76% |