Capital Group Global Allocation Fund (LUX) C (CHF)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 | 8.02 | -0.02 | 14.86 | 9.23 | 12.48 | -2.85 | 3.52 | 4.13 |
+/- Category | 6.19 | 0.78 | 4.42 | 5.05 | 4.18 | 0.49 | -0.59 | 0.84 |
+/- Category Index | - | - | - | - | 3.96 | -0.30 | -3.87 | 0.02 |
% Rank in Category | 9 | 40 | 9 | 16 | 15 | 44 | 53 | 32 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.22 | 0.05 |
1 Week | -0.54 | -0.43 | -0.36 |
1 Month | 2.15 | 0.41 | 0.42 |
3 Months | 1.47 | 0.30 | 0.41 |
6 Months | 5.64 | -0.04 | -0.27 |
YTD | 6.66 | 1.07 | 0.74 |
1 Year | 11.28 | 0.86 | -0.26 |
3 Years Annualised | 4.89 | 1.08 | -0.11 |
5 Years Annualised | 6.11 | 2.11 | 0.73 |
10 Years Annualised | 8.78 | 2.34 | 0.64 |
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 | 5.12 | - | - | - |
2023 | -0.15 | -0.50 | -1.43 | 5.70 |
2022 | -2.77 | -3.16 | 1.81 | 1.35 |
2021 | 0.33 | 4.76 | 1.48 | 5.46 |
2020 | -4.48 | 10.98 | 0.57 | 2.46 |
2019 | 6.35 | 5.85 | 4.06 | -1.94 |
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