Capital Group Global Allocation Fund (LUX) Zd (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 | 7.36 | -2.02 | 12.15 | 6.95 | 10.73 | -3.59 | 2.68 | 2.05 |
+/- Category | 5.53 | -1.23 | 1.71 | 2.77 | 2.43 | -0.25 | -1.43 | -1.24 |
+/- Category Index | - | - | - | - | 2.21 | -1.04 | -4.71 | -2.06 |
% Rank in Category | 10 | 49 | 14 | 21 | 19 | 53 | 64 | 45 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.16 | -0.28 | 0.00 |
1 Week | -0.56 | -0.45 | -0.39 |
1 Month | 2.05 | 0.30 | 0.32 |
3 Months | 1.25 | 0.09 | 0.19 |
6 Months | 3.45 | -2.22 | -2.46 |
YTD | 4.42 | -1.16 | -1.49 |
1 Year | 8.53 | -1.89 | -3.00 |
3 Years Annualised | 3.44 | -0.37 | -1.56 |
5 Years Annualised | 4.48 | 0.48 | -0.90 |
10 Years Annualised* | - | - | - |
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 | 3.13 | - | - | - |
2023 | -0.39 | -0.69 | -1.62 | 5.51 |
2022 | -2.99 | -3.33 | 1.60 | 1.18 |
2021 | -0.64 | 4.59 | 1.26 | 5.23 |
2020 | -5.90 | 10.74 | 0.34 | 2.28 |
2019 | 4.44 | 5.59 | 3.94 | -2.15 |
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