Capital Group Global Allocation Fund (LUX) B (JPY)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
|
Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 6.26 | -1.31 | 12.95 | 7.41 | 10.77 | -4.65 | 2.49 | 3.43 |
+/- Category | 4.42 | -0.51 | 2.50 | 3.23 | 2.47 | -1.31 | -1.62 | 0.15 |
+/- Category Index | - | - | - | - | 2.24 | -2.11 | -4.91 | -0.67 |
% Rank in Category | 16 | 60 | 21 | 25 | 25 | 61 | 73 | 52 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | -0.12 | 0.15 |
1 Week | -0.44 | -0.33 | -0.26 |
1 Month | 2.08 | 0.34 | 0.35 |
3 Months | 1.22 | 0.06 | 0.16 |
6 Months | 5.47 | -0.20 | -0.44 |
YTD | 5.80 | 0.21 | -0.12 |
1 Year | 9.56 | -0.86 | -1.98 |
3 Years Annualised | 3.30 | -0.51 | -1.70 |
5 Years Annualised | 4.51 | 0.52 | -0.86 |
10 Years Annualised | 7.11 | 0.66 | -1.03 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.52 | - | - | - |
2023 | -0.44 | -0.69 | -1.53 | 5.26 |
2022 | -3.13 | -3.29 | 1.02 | 0.75 |
2021 | -0.16 | 4.60 | 0.93 | 5.09 |
2020 | -4.76 | 10.54 | -0.22 | 2.25 |
2019 | 5.92 | 5.18 | 3.68 | -2.22 |
|
Advertisement |