Capital Group Global Allocation Fund (LUX) BRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.44 | -1.50 | 13.19 | 7.46 | 10.63 | -4.45 | 2.32 | 6.92 |
+/- Category | 4.60 | -0.70 | 2.74 | 3.27 | 2.34 | -1.11 | -1.79 | 2.54 |
+/- Category Index | - | - | - | - | 2.11 | -1.91 | -5.08 | 1.20 |
% Rank in Category | 16 | 60 | 21 | 25 | 25 | 61 | 73 | 12 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | -0.10 | -0.23 |
1 Week | 0.01 | 0.14 | -0.15 |
1 Month | 0.05 | -0.46 | -0.54 |
3 Months | 0.18 | 1.29 | 0.67 |
6 Months | 1.46 | 1.30 | 0.76 |
YTD | 5.90 | 1.56 | 0.40 |
1 Year | 11.36 | 4.01 | 2.47 |
3 Years Annualised | 2.57 | -0.10 | -1.66 |
5 Years Annualised | 3.78 | 0.96 | -0.61 |
10 Years Annualised | 6.89 | 1.04 | -0.74 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.58 | 1.14 | - | - |
2023 | -0.23 | -0.96 | -1.67 | 5.31 |
2022 | -2.86 | -3.65 | 1.09 | 0.98 |
2021 | -0.29 | 4.55 | 1.30 | 4.77 |
2020 | -4.94 | 10.56 | -0.09 | 2.33 |
2019 | 5.98 | 5.36 | 3.55 | -2.12 |
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