Capital Group Global Allocation Fund (LUX) Z (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 | 7.49 | -0.47 | 13.68 | 8.18 | 11.76 | -3.55 | 2.72 | 3.66 |
+/- Category | 5.65 | 0.32 | 3.24 | 4.00 | 3.47 | -0.21 | -1.39 | 0.37 |
+/- Category Index | - | - | - | - | 3.24 | -1.00 | -4.67 | -0.45 |
% 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 | 0.00 | 0.28 |
1 Week | -0.41 | -0.30 | -0.23 |
1 Month | 2.31 | 0.56 | 0.58 |
3 Months | 1.41 | 0.25 | 0.35 |
6 Months | 6.22 | 0.55 | 0.31 |
YTD | 6.18 | 0.60 | 0.27 |
1 Year | 10.28 | -0.14 | -1.25 |
3 Years Annualised | 4.07 | 0.26 | -0.93 |
5 Years Annualised | 5.32 | 1.32 | -0.06 |
10 Years Annualised | 7.97 | 1.53 | -0.17 |
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 | 4.70 | - | - | - |
2023 | -0.56 | -0.54 | -1.68 | 5.63 |
2022 | -3.33 | -2.68 | 1.07 | 1.44 |
2021 | -0.14 | 4.92 | 1.46 | 5.14 |
2020 | -4.19 | 10.21 | 0.08 | 2.37 |
2019 | 5.87 | 5.41 | 3.91 | -1.97 |
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