Capital Group Capital Income Builder (LUX) ZL (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 | 15.38 | 3.96 | 2.12 | 5.14 | ||||
+/- Category | 2.61 | 7.90 | -3.87 | -2.58 | ||||
+/- Category Index | 0.82 | 8.91 | -9.68 | -3.83 | ||||
% Rank in Category | 29 | 10 | 81 | 85 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | -0.27 | 0.02 |
1 Week | 0.52 | 0.63 | 0.33 |
1 Month | 0.57 | 0.33 | -0.46 |
3 Months | 3.12 | 2.06 | -0.23 |
6 Months | 5.51 | -2.42 | -4.18 |
YTD | 5.24 | -2.33 | -4.09 |
1 Year | 12.02 | -3.27 | -5.89 |
3 Years Annualised | 6.00 | 0.74 | -1.13 |
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 | 4.79 | 0.33 | - | - |
2023 | -0.75 | -1.50 | 0.10 | 4.36 |
2022 | 1.59 | -1.42 | 0.93 | 2.85 |
2021 | 4.12 | 4.07 | 0.54 | 5.91 |
2020 | - | 9.95 | -2.46 | 3.19 |
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