Capital Group Global Allocation Fund (LUX) ZRegister 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 | 7.49 | -0.78 | 14.08 | 8.29 | 11.40 | -3.67 | 3.07 | 3.65 |
+/- Category | 5.66 | 0.02 | 3.64 | 4.11 | 3.11 | -0.33 | -1.04 | 0.37 |
+/- Category Index | - | - | - | - | 2.88 | -1.12 | -4.32 | -0.45 |
% Rank in Category | 10 | 49 | 14 | 21 | 19 | 52 | 64 | 44 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | -0.04 | 0.24 |
1 Week | -0.28 | -0.17 | -0.11 |
1 Month | 2.26 | 0.51 | 0.52 |
3 Months | 1.36 | 0.20 | 0.30 |
6 Months | 5.87 | 0.19 | -0.04 |
YTD | 6.15 | 0.56 | 0.23 |
1 Year | 10.50 | 0.08 | -1.04 |
3 Years Annualised | 4.08 | 0.26 | -0.92 |
5 Years Annualised | 5.29 | 1.30 | -0.08 |
10 Years Annualised | 7.98 | 1.53 | -0.16 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.72 | - | - | - |
2023 | -0.08 | -0.81 | -1.46 | 5.53 |
2022 | -2.64 | -3.49 | 1.30 | 1.20 |
2021 | -0.11 | 4.72 | 1.49 | 4.94 |
2020 | -4.79 | 10.76 | 0.14 | 2.54 |
2019 | 6.25 | 5.50 | 3.78 | -1.93 |
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