Capital Group Global Allocation Fund (LUX) ZgdRegister 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 | 7.55 | -0.83 | 14.09 | 8.32 | 11.42 | -3.72 | 3.07 | 3.62 |
+/- Category | 5.72 | -0.03 | 3.64 | 4.14 | 3.13 | -0.38 | -1.04 | 0.34 |
+/- Category Index | - | - | - | - | 2.90 | -1.18 | -4.32 | -0.49 |
% Rank in Category | 10 | 49 | 14 | 21 | 19 | 53 | 64 | 45 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.05 | 0.23 |
1 Week | -0.29 | -0.19 | -0.12 |
1 Month | 2.28 | 0.53 | 0.54 |
3 Months | 1.38 | 0.22 | 0.32 |
6 Months | 5.85 | 0.17 | -0.07 |
YTD | 6.16 | 0.58 | 0.25 |
1 Year | 10.50 | 0.08 | -1.03 |
3 Years Annualised | 4.08 | 0.27 | -0.92 |
5 Years Annualised | 5.29 | 1.29 | -0.09 |
10 Years Annualised | 7.93 | 1.49 | -0.21 |
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 | -0.12 | -0.76 | -1.43 | 5.49 |
2022 | -2.69 | -3.48 | 1.25 | 1.24 |
2021 | -0.13 | 4.73 | 1.46 | 5.00 |
2020 | -4.73 | 10.71 | 0.13 | 2.56 |
2019 | 6.27 | 5.50 | 3.75 | -1.92 |
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