Capital Group Capital Income Builder (LUX) BdRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017* | 2018* | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 3.24 | -2.21 | 10.82 | -1.56 | 14.31 | 2.99 | 1.18 | 7.00 |
+/- Category | -2.41 | 1.09 | -3.16 | -7.46 | 1.54 | 6.93 | -4.80 | 0.00 |
+/- Category Index | - | - | - | - | -0.25 | 7.93 | -10.61 | -2.49 |
% Rank in Category | 72 | 34 | 84 | 88 | 39 | 14 | 86 | 50 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.09 | 0.03 | -0.23 |
1 Week | 1.70 | 0.47 | -0.55 |
1 Month | 2.08 | 3.48 | 3.13 |
3 Months | 1.55 | 3.19 | 1.43 |
6 Months | 6.39 | 3.30 | 1.22 |
YTD | 6.73 | 0.98 | -1.44 |
1 Year | 11.20 | 0.64 | -3.14 |
3 Years Annualised | 5.23 | 1.15 | -0.88 |
5 Years Annualised | 4.29 | -0.51 | -3.71 |
10 Years Annualised* | 6.78 | -0.61 | -3.03 |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.27 | 0.21 | - | - |
2023 | -1.18 | -1.62 | -0.13 | 4.21 |
2022 | 0.90 | -0.90 | 0.13 | 2.86 |
2021 | 3.54 | 4.08 | 0.63 | 5.42 |
2020 | -9.84 | 9.19 | -3.07 | 3.16 |
2019 | 5.22 | 3.95 | 3.73 | -2.32 |
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