Capital Group Capital Income Builder (LUX) ZLd (CHF)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2021 | 2022 | 2023 | 30/06 | |||||
Price Return | 15.29 | 3.91 | 2.10 | 5.16 | ||||
+/- Category | 2.52 | 7.85 | -3.89 | -2.55 | ||||
+/- Category Index | 0.73 | 8.85 | -9.70 | -3.80 | ||||
% Rank in Category | 29 | 10 | 82 | 84 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.05 | -0.35 | -0.06 |
1 Week | 0.43 | 0.54 | 0.24 |
1 Month | 0.49 | 0.26 | -0.53 |
3 Months | 3.05 | 1.99 | -0.30 |
6 Months | 5.50 | -2.43 | -4.19 |
YTD | 5.24 | -2.33 | -4.10 |
1 Year | 11.96 | -3.33 | -5.95 |
3 Years Annualised | 5.98 | 0.72 | -1.16 |
5 Years Annualised | - | - | - |
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 | 4.77 | 0.38 | - | - |
2023 | -0.71 | -1.60 | 0.17 | 4.32 |
2022 | 1.57 | -1.33 | 0.82 | 2.84 |
2021 | 4.08 | 4.03 | 0.60 | 5.85 |
2020 | - | 9.97 | -2.50 | 3.33 |
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