Capital Group Global Allocation Fund (LUX) Bd (USD)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 6.32 | -1.25 | 12.95 | 7.34 | 10.89 | -4.22 | 1.93 | 2.37 |
+/- Category | 4.49 | -0.45 | 2.51 | 3.16 | 2.60 | -0.88 | -2.18 | -0.91 |
+/- Category Index | - | - | - | - | 2.37 | -1.67 | -5.47 | -1.74 |
% Rank in Category | 15 | 61 | 20 | 25 | 25 | 60 | 73 | 51 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | 0.00 | 0.28 |
1 Week | -0.45 | -0.34 | -0.28 |
1 Month | 2.23 | 0.49 | 0.50 |
3 Months | 1.23 | 0.06 | 0.17 |
6 Months | 4.78 | -0.90 | -1.14 |
YTD | 4.76 | -0.83 | -1.16 |
1 Year | 8.39 | -2.03 | -3.14 |
3 Years Annualised | 2.96 | -0.86 | -2.04 |
5 Years Annualised | 4.32 | 0.33 | -1.06 |
10 Years Annualised | 7.00 | 0.56 | -1.14 |
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 | 3.49 | - | - | - |
2023 | -0.76 | -0.75 | -1.85 | 5.43 |
2022 | -3.53 | -2.84 | 0.89 | 1.29 |
2021 | -0.36 | 4.75 | 1.26 | 4.92 |
2020 | -4.39 | 9.99 | -0.13 | 2.20 |
2019 | 5.73 | 5.26 | 3.71 | -2.14 |
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