Capital Group Global Equity Fund (LUX) B CHF/ LU0152882725 /
| NAV30.05.2024 | Diff.-0,4300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 38,4500CHF | -1,11% | thesaurierend | Aktien weltweit | Capital Int. M. Co. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1970 | 0,00 | 0,00 | 0,00 | 0,00 | -0,87 | 0,44 | 2,62 | 0,85 | 0,42 | -1,26 | -0,43 | 2,56 | - |
| 1971 | 4,58 | 0,40 | 4,37 | 3,80 | -7,69 | 1,19 | -0,78 | -3,56 | -2,46 | -2,52 | -2,59 | 8,85 | - |
| 1972 | 6,50 | 5,34 | -0,36 | 2,91 | 4,24 | -5,42 | 1,79 | 2,46 | -1,72 | -1,05 | 3,18 | 0,68 | - |
| 1973 | -6,46 | -11,27 | -0,41 | 1,23 | -3,25 | -5,04 | -1,77 | -1,80 | 4,13 | 3,96 | -8,05 | 0,92 | - |
| 1974 | 1,37 | -3,15 | -5,58 | -4,93 | -4,15 | -2,16 | 1,66 | -5,98 | -8,67 | 1,90 | -3,11 | -7,05 | - |
| 1975 | 10,34 | 3,75 | 9,04 | 3,31 | 1,07 | 2,12 | 4,15 | -4,48 | 0,52 | -2,07 | 3,70 | -1,02 | - |
| 1976 | 5,67 | -1,95 | -0,50 | -2,00 | -3,57 | 5,82 | -1,50 | -0,51 | 0,51 | -3,05 | 2,62 | 6,12 | - |
| 1977 | 0,00 | -1,92 | 0,00 | 1,47 | -0,97 | 1,46 | -2,40 | -1,97 | -0,50 | -6,57 | 0,54 | -7,53 | - |
| 1978 | -5,23 | -3,07 | 4,43 | 6,06 | -0,57 | 0,57 | 0,00 | -1,14 | -7,51 | -7,50 | 12,16 | -4,82 | - |
| 1979 | 6,96 | -4,14 | 4,32 | 2,37 | -1,16 | 0,00 | 1,75 | 6,90 | -3,76 | -1,68 | 1,70 | 2,79 | - |
| 1980 | 7,61 | 4,55 | -3,38 | -7,00 | 5,38 | 0,51 | 5,58 | 2,40 | 7,04 | 7,46 | 0,41 | 1,22 | - |
| 1981 | 6,83 | 2,63 | 1,83 | 8,99 | 0,99 | 0,33 | 3,26 | 0,00 | -14,51 | -5,17 | 2,72 | 0,00 | - |
| 1982 | 0,00 | -4,17 | -1,98 | 6,45 | 1,14 | 0,75 | -2,23 | 5,70 | 1,44 | 8,87 | 0,98 | -1,29 | - |
| 1983 | 2,29 | 7,03 | 2,99 | 4,06 | 1,11 | 3,03 | 0,53 | 0,00 | 0,00 | 1,33 | 1,31 | 3,63 | - |
| 1984 | 4,00 | -7,45 | 2,86 | 1,52 | -6,72 | 3,20 | 0,00 | 8,79 | 4,04 | -0,46 | 0,69 | 4,78 | - |
| 1985 | 8,26 | 7,63 | -5,41 | 0,39 | 3,34 | -0,95 | -7,87 | 0,42 | -3,11 | 4,50 | 3,69 | 5,53 | - |
| 1986 | 0,75 | -1,30 | 10,73 | -0,68 | 3,42 | -4,47 | -9,36 | 6,69 | -4,12 | 5,23 | -1,78 | 0,72 | - |
| 1987 | 2,69 | 3,32 | 2,20 | -2,32 | 5,93 | 4,48 | 8,27 | -0,42 | 2,41 | -28,43 | -7,17 | 0,00 | - |
| 1988 | 6,05 | 6,10 | 0,19 | 3,89 | 2,67 | 7,81 | 3,06 | -1,41 | 2,54 | -3,25 | -2,56 | 5,57 | - |
| 1989 | 10,87 | -2,10 | 6,44 | 4,03 | 3,10 | -3,01 | 2,07 | 6,71 | -2,49 | -6,20 | 1,82 | 1,02 | - |
| 1990 | -7,31 | -2,31 | -0,70 | -5,89 | 6,71 | 1,26 | -3,59 | -11,16 | -9,82 | 4,64 | -0,51 | 0,51 | - |
| 1991 | 0,51 | 13,58 | 6,13 | 1,97 | 2,35 | -0,14 | 1,76 | 1,59 | -2,61 | 3,09 | -6,90 | 2,24 | - |
| 1992 | 4,10 | 4,34 | -3,27 | 2,86 | 0,00 | -8,10 | -5,79 | -3,36 | -2,87 | 6,85 | 6,71 | 5,05 | - |
| 1993 | 2,34 | 3,94 | 2,93 | -0,83 | 2,52 | 2,80 | 4,55 | 2,07 | -3,41 | 8,27 | -2,95 | 5,77 | - |
| 1994 | 1,88 | -2,63 | -2,80 | -0,72 | 0,73 | -6,28 | 3,73 | 1,16 | -6,07 | -1,67 | 0,23 | -0,68 | - |
| 1995 | -5,23 | -0,12 | -6,73 | 4,12 | 4,33 | -0,71 | 5,26 | 5,22 | -2,37 | -4,42 | 8,79 | -1,28 | - |
| 1996 | 5,06 | 2,56 | -0,30 | 7,31 | -1,03 | -0,09 | -8,69 | 2,38 | 7,07 | 1,13 | 9,33 | 2,30 | - |
| 1997 | 7,67 | 5,89 | -2,56 | -0,08 | 6,24 | 7,57 | 9,14 | -5,78 | 1,98 | -10,53 | 1,68 | 3,17 | +24,85% |
| 1998 | 4,14 | 6,16 | 8,40 | -0,61 | -3,42 | 2,03 | -2,90 | -18,17 | -2,51 | 8,01 | 8,30 | 1,44 | +7,88% |
| 1999 | 9,41 | 0,23 | 6,66 | 9,58 | -2,71 | 8,54 | -2,84 | 0,75 | -1,50 | 3,98 | 9,58 | 8,58 | +61,49% |
| 2000 | -1,42 | 3,31 | 4,67 | 2,59 | -4,59 | -2,94 | -0,95 | 10,05 | -7,57 | 0,90 | -8,27 | -2,56 | -7,98% |
| 2001 | 6,33 | -6,07 | -1,84 | 10,67 | 1,73 | -3,44 | -5,47 | -6,87 | -15,45 | 7,09 | 8,93 | 1,98 | -5,63% |
| 2002 | 0,09 | -2,03 | 5,58 | -7,21 | -3,26 | -12,78 | -11,00 | -0,37 | -14,00 | 10,50 | 10,54 | -14,27 | -35,28% |
| 2003 | -4,23 | -3,06 | -2,06 | 10,80 | 2,84 | 5,40 | 5,25 | 6,35 | -6,47 | 8,77 | -1,04 | 1,39 | +24,76% |
| 2004 | 4,21 | 2,36 | -1,69 | -1,15 | -2,32 | 1,57 | -2,07 | -1,36 | 0,39 | -1,54 | -0,84 | 3,14 | +0,44% |
| 2005 | 1,09 | 0,97 | -0,21 | -3,53 | 7,48 | 2,94 | 4,91 | -1,24 | 4,01 | -1,95 | 5,45 | 3,10 | +24,88% |
| 2006 | 2,70 | 1,10 | 1,01 | -1,62 | -6,13 | 0,50 | 0,49 | 3,88 | 2,79 | 1,96 | -1,80 | 3,46 | +8,20% |
| 2007 | 2,74 | -2,35 | 0,72 | 2,43 | 3,81 | -0,26 | -2,56 | -1,85 | 0,75 | 0,51 | -7,07 | -2,38 | -5,84% |
| 2008 | -12,71 | -1,81 | -8,19 | 9,90 | 1,73 | -12,50 | -0,33 | 2,96 | -13,22 | -15,73 | -1,04 | -8,91 | -47,92% |
| 2009 | 0,49 | -8,50 | 3,93 | 11,52 | 1,39 | 1,60 | 7,19 | 1,68 | 1,58 | -1,22 | -0,07 | 5,48 | +26,54% |
| 2010 | -1,49 | 1,25 | 4,36 | 2,25 | -3,60 | -8,92 | 2,43 | -5,50 | 6,10 | 3,18 | -0,52 | -0,33 | -1,82% |
| 2011 | 1,32 | 3,00 | -2,73 | -2,80 | -3,62 | -3,76 | -7,80 | -4,39 | 0,98 | 7,79 | 1,66 | 2,30 | -8,66% |
| 2012 | 3,48 | 3,08 | -0,20 | 0,00 | -3,54 | 1,62 | 6,11 | -0,59 | 1,78 | -1,23 | 2,55 | -0,64 | +12,74% |
| 2013 | 6,29 | 2,05 | 3,67 | -0,46 | 5,68 | -5,27 | 4,53 | -2,08 | 2,02 | 4,28 | 1,26 | 0,16 | +23,76% |
| 2014 | -2,23 | 2,65 | -1,09 | -0,89 | 4,01 | 1,01 | 1,46 | 2,38 | 2,22 | 1,13 | 1,87 | 0,64 | +13,80% |
| 2015 | -7,80 | 7,52 | 1,10 | 0,32 | 0,77 | -3,78 | 3,13 | -5,35 | -3,83 | 9,97 | 3,49 | -4,99 | -1,05% |
| 2016 | -5,99 | -2,21 | 2,16 | 2,01 | 3,27 | -4,05 | 4,47 | 1,58 | -0,55 | -0,14 | 4,05 | 0,40 | +4,52% |
| 2017 | 0,93 | 4,15 | 1,34 | 1,28 | 0,49 | -1,10 | 4,36 | -0,24 | 1,46 | 5,41 | 0,37 | -0,26 | +19,53% |
| 2018 | 2,07 | -1,99 | -0,66 | 4,31 | -0,25 | 0,32 | 2,60 | -2,81 | 1,32 | -6,44 | 0,19 | -7,13 | -8,78% |
| 2019 | 9,14 | 3,59 | 1,82 | 5,23 | -7,41 | 3,75 | 1,63 | -2,02 | 2,09 | 1,64 | 3,80 | -0,10 | +24,71% |
| 2020 | -1,46 | -7,40 | -11,16 | 9,44 | 4,24 | 0,88 | 0,42 | 3,29 | -0,20 | -3,96 | 11,05 | 1,48 | +4,51% |
| 2021 | -0,93 | 4,92 | 5,55 | 1,13 | 0,87 | 2,55 | -1,54 | 2,09 | -1,88 | 2,49 | -3,58 | 4,52 | +16,91% |
| 2022 | -3,80 | -3,31 | 1,37 | -2,17 | -1,04 | -8,17 | 6,11 | -2,36 | -7,85 | 8,39 | 3,09 | -5,28 | -15,29% |
| 2023 | 5,33 | -0,03 | 0,65 | -0,65 | -0,06 | 2,56 | -0,87 | -1,14 | -1,39 | -2,58 | 4,50 | 0,18 | +6,36% |
| 2024 | 2,53 | 5,86 | 4,67 | -1,24 | 0,95 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8,95% | 8,61% | 9,21% | 13,44% | 16,31% |
| Sharpe Ratio | 3,56 | 2,93 | 1,15 | -0,11 | 0,18 |
| Bester Monat | +5,86% | +5,86% | +5,86% | +8,39% | +11,05% |
| Schlechtester Monat | -1,24% | -1,24% | -2,58% | -8,17% | -11,16% |
| Maximaler Verlust | -4,08% | -4,08% | -8,21% | -21,58% | -30,30% |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Capital Group Global Equity Fund... | thesaurierend | 42,5600 | +14,66% | +6,13% | |
| Capital Group Global Equity Fund... | thesaurierend | 38,4500 | +14,37% | +6,89% | |
| Capital Group Global Equity Fund... | thesaurierend | 33,4300 | +11,73% | +17,96% | |
| Capital Group Global Equity Fund... | thesaurierend | 55,2600 | +16,09% | +11,89% | |
| Capital Group Global Equity Fund... | thesaurierend | 56,4800 | +15,34% | +25,34% | |
| Capital Group Global Equity Fund... | thesaurierend | 48,0500 | +13,46% | +23,49% | |
| Capital Group Global Equity Fund... | thesaurierend | 9.595,0000 | +30,65% | +59,17% | |
| Capital Group Global Equity Fund... | thesaurierend | 61,1700 | +16,40% | +11,10% | |
| Capital Group Global Equity Fund... | ausschüttend | 37,0700 | +13,59% | +19,74% | |
| Capital Group Global Equity Fund... | ausschüttend | 31,5300 | +11,74% | +17,94% | |
| Capital Group Global Equity Fund... | ausschüttend | 40,1500 | +14,66% | +6,14% | |
| Capital Group Global Equity Fund... | thesaurierend | 44,6100 | +15,21% | +9,31% | |
| Capital Group Global Equity Fund... | thesaurierend | 45,6000 | +14,46% | +22,48% | |
| Capital Group Global Equity Fund... | thesaurierend | 38,7900 | +12,60% | +20,65% | |
| Capital Group Global Equity Fund... | thesaurierend | 49,3800 | +15,51% | +8,55% | |
| Capital Group Glo.Eq.(LUX)A4 EUR | thesaurierend | 47,7600 | +14,78% | +23,60% | |
| Capital Group Glo.Eq.(LUX)Zd EUR | ausschüttend | 38,6100 | +14,45% | +22,44% | |
| Capital Group Glo.Eq.(LUX)Zd USD | ausschüttend | 41,8100 | +15,50% | +8,54% | |
| Capital Group Glo.Eq.(LUX)A7 USD | thesaurierend | 51,8100 | +15,98% | - | |
| Capital Group Global Equity Fund... | ausschüttend | 53,2300 | +15,34% | +25,35% | |
| Capital Group Global Equity Fund... | thesaurierend | 51,5000 | +15,70% | - | |
| Capital Group Global Equity Fund... | thesaurierend | 51,5300 | +15,77% | +9,27% | |
| Capital Group Global Equity Fund... | thesaurierend | 47,5800 | +14,68% | +23,30% | |
| Capital Group Global Equity Fund... | ausschüttend | 49,6100 | +15,75% | +9,26% | |
| Capital Group Global Equity Fund... | ausschüttend | 45,8100 | +14,67% | +23,24% | |
| Capital Group Global Equity Fund... | thesaurierend | 40,7000 | +13,06% | - | |
| Capital Group Global Equity Fund... | ausschüttend | 6.205,0000 | +12,01% | - | |
| Capital Group Global Equity Fund... | thesaurierend | 46,7300 | +15,55% | +10,32% | |
| Capital Group Global Equity Fund... | thesaurierend | 40,6300 | +12,92% | +21,76% | |
| Capital Group Global Equity Fund... | ausschüttend | 37,7700 | +15,20% | +9,29% | |
| Capital Group Global Equity Fund... | ausschüttend | 32,8400 | +12,57% | +20,60% | |
| Capital Group Global Equity Fund... | thesaurierend | 7.745,0000 | +29,65% | +55,49% | |
| Capital Group Global Equity Fund... | ausschüttend | 44,8200 | +15,41% | +9,99% | |
| Capital Group Global Equity Fund... | thesaurierend | 46,5500 | +15,45% | +10,05% | |
| Capital Group Global Equity Fund... | ausschüttend | 38,9700 | +12,81% | +21,41% | |
| Capital Group Global Equity Fund... | thesaurierend | 40,4800 | +12,82% | +21,45% | |
| Capital Group Global Equity Fund... | thesaurierend | 39,3000 | +13,58% | +19,74% |
Performance
| lfd. Jahr | +13,25% | ||
|---|---|---|---|
| 6 Monate | +13,46% | ||
| 1 Jahr | +14,37% | ||
| 3 Jahre | +6,89% | ||
| 5 Jahre | +38,61% | ||
| 10 Jahre | +94,98% | ||
| seit Beginn | +1571,74% | ||
| Jahr | |||
| 2023 | +6,36% | ||
| 2022 | -15,29% | ||
| 2021 | +16,91% | ||
| 2020 | +4,51% | ||
| 2019 | +24,71% | ||
| 2018 | -8,78% | ||
| 2017 | +19,53% | ||
| 2016 | +4,52% | ||
| 2015 | -1,05% | ||
