Capital Group Capital Income Builder (LUX) Zd (CHF)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | -0.53 | 15.02 | 3.75 | 1.82 | 4.98 | |||
+/- Category | -6.44 | 2.25 | 7.69 | -4.17 | -2.74 | |||
+/- Category Index | - | 0.46 | 8.69 | -9.98 | -3.99 | |||
% Rank in Category | 87 | 31 | 10 | 82 | 85 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | -0.26 | 0.03 |
1 Week | 0.47 | 0.59 | 0.29 |
1 Month | 0.53 | 0.29 | -0.49 |
3 Months | 3.04 | 1.98 | -0.31 |
6 Months | 5.34 | -2.60 | -4.35 |
YTD | 5.15 | -2.42 | -4.18 |
1 Year | 11.70 | -3.60 | -6.21 |
3 Years Annualised | 5.74 | 0.49 | -1.39 |
5 Years Annualised | 4.76 | -0.79 | -3.24 |
10 Years Annualised | - | - | - |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.75 | 0.21 | - | - |
2023 | -0.85 | -1.61 | 0.13 | 4.23 |
2022 | 1.49 | -1.40 | 0.87 | 2.79 |
2021 | 3.99 | 4.03 | 0.49 | 5.80 |
2020 | -10.04 | 9.89 | -2.62 | 3.31 |
2019 | - | 4.16 | 3.86 | -2.26 |
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