Capital Group Global Allocation Fund (LUX) Z (CHF)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 | 7.37 | -0.73 | 14.02 | 8.40 | 11.54 | -3.59 | 2.68 | 3.81 |
+/- Category | 5.53 | 0.07 | 3.57 | 4.21 | 3.25 | -0.25 | -1.43 | 0.53 |
+/- Category Index | - | - | - | - | 3.02 | -1.04 | -4.72 | -0.30 |
% Rank in Category | 10 | 49 | 14 | 21 | 19 | 52 | 64 | 44 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.22 | 0.05 |
1 Week | -0.57 | -0.47 | -0.40 |
1 Month | 2.09 | 0.34 | 0.35 |
3 Months | 1.23 | 0.07 | 0.17 |
6 Months | 5.19 | -0.49 | -0.72 |
YTD | 6.24 | 0.66 | 0.33 |
1 Year | 10.34 | -0.08 | -1.20 |
3 Years Annualised | 4.05 | 0.24 | -0.95 |
5 Years Annualised | 5.28 | 1.29 | -0.10 |
10 Years Annualised | 7.96 | 1.52 | -0.18 |
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 | 4.95 | - | - | - |
2023 | -0.32 | -0.69 | -1.62 | 5.43 |
2022 | -2.96 | -3.33 | 1.61 | 1.15 |
2021 | 0.12 | 4.58 | 1.23 | 5.23 |
2020 | -4.70 | 10.77 | 0.39 | 2.29 |
2019 | 6.16 | 5.60 | 3.90 | -2.10 |
|
Advertisement |