Capital Group Global Allocation Fund (LUX) Bdh-EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 14.25 | -5.58 | 8.94 | 12.22 | 5.44 | -8.66 | 2.88 | 2.74 |
+/- Category | 5.64 | 0.27 | 2.71 | 4.07 | 2.81 | -0.65 | -2.93 | 0.64 |
+/- Category Index | - | - | - | 2.11 | 0.84 | -1.35 | -5.51 | -0.29 |
% Rank in Category | 5 | 46 | 23 | 15 | 24 | 55 | 86 | 34 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | 0.00 | 0.32 |
1 Week | -0.11 | -0.24 | 0.01 |
1 Month | 1.16 | 0.69 | 0.39 |
3 Months | 0.77 | 0.31 | 0.27 |
6 Months | 3.79 | 1.00 | -0.04 |
YTD | 4.24 | 1.14 | 0.41 |
1 Year | 7.90 | -0.43 | -1.63 |
3 Years Annualised | 0.29 | 0.11 | -1.85 |
5 Years Annualised | 2.84 | 0.81 | -0.82 |
10 Years Annualised | 4.60 | 0.88 | -1.13 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.44 | - | - | - |
2023 | 0.16 | -0.77 | -3.78 | 7.57 |
2022 | -4.65 | -6.92 | -3.42 | 6.56 |
2021 | -2.63 | 5.26 | -0.47 | 3.37 |
2020 | -6.32 | 11.88 | 2.41 | 4.55 |
2019 | 3.82 | 5.75 | 0.27 | -1.03 |
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