Capital Group Capital Income Builder (LUX) Bfdm (HKD)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | -1.87 | 14.42 | 3.01 | 1.14 | 7.63 | |||
+/- Category | -7.77 | 1.65 | 6.95 | -4.84 | 1.31 | |||
+/- Category Index | - | -0.13 | 7.96 | -10.65 | -1.76 | |||
% Rank in Category | 88 | 39 | 13 | 86 | 34 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.10 | -0.41 | -0.43 |
1 Week | -0.20 | -0.28 | -1.04 |
1 Month | 0.16 | -0.47 | -1.05 |
3 Months | 2.23 | 3.86 | 1.68 |
6 Months | 2.43 | 2.54 | 0.07 |
YTD | 6.75 | 0.52 | -2.88 |
1 Year | 10.78 | 1.47 | -4.41 |
3 Years Annualised | 5.47 | 1.43 | -0.95 |
5 Years Annualised | 4.06 | -1.01 | -3.85 |
10 Years Annualised | - | - | - |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.32 | 0.23 | - | - |
2023 | -1.20 | -1.68 | -0.12 | 4.25 |
2022 | 0.92 | -0.92 | 0.11 | 2.91 |
2021 | 3.59 | 4.10 | 0.57 | 5.50 |
2020 | -9.85 | 9.15 | -3.06 | 2.87 |
2019 | - | - | 3.70 | -2.30 |
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