Capital Group Capital Income Builder (LUX) ZRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017* | 2018* | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 4.03 | -1.47 | 11.60 | -0.77 | 15.21 | 3.76 | 1.92 | 4.90 |
+/- Category | -1.63 | 1.83 | -2.38 | -6.68 | 2.44 | 7.70 | -4.07 | -2.81 |
+/- Category Index | - | - | - | - | 0.65 | 8.70 | -9.88 | -4.06 |
% Rank in Category | 63 | 28 | 81 | 87 | 32 | 10 | 82 | 86 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | -0.33 | -0.04 |
1 Week | 0.46 | 0.58 | 0.27 |
1 Month | 0.45 | 0.21 | -0.58 |
3 Months | 2.79 | 1.73 | -0.56 |
6 Months | 4.95 | -2.98 | -4.74 |
YTD | 5.00 | -2.57 | -4.34 |
1 Year | 11.94 | -3.36 | -5.97 |
3 Years Annualised | 5.73 | 0.48 | -1.40 |
5 Years Annualised | 4.73 | -0.81 | -3.27 |
10 Years Annualised* | 7.57 | -0.34 | -2.56 |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.50 | 0.39 | - | - |
2023 | -0.97 | -1.52 | 0.12 | 4.39 |
2022 | 1.09 | -0.76 | 0.34 | 3.07 |
2021 | 3.69 | 4.32 | 0.78 | 5.69 |
2020 | -9.63 | 9.39 | -2.90 | 3.38 |
2019 | 5.44 | 4.10 | 3.88 | -2.13 |
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