Capital Group Capital Income Builder (LUX) ZdRegister 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 | 4.03 | -1.47 | 11.54 | -0.79 | 15.25 | 3.80 | 1.94 | 7.48 |
+/- Category | -1.63 | 1.83 | -2.44 | -6.70 | 2.48 | 7.74 | -4.05 | 0.48 |
+/- Category Index | - | - | - | - | 0.69 | 8.74 | -9.85 | -2.01 |
% Rank in Category | 63 | 28 | 82 | 87 | 31 | 10 | 82 | 43 |
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 | -0.56 |
1 Month | 2.08 | 3.48 | 3.13 |
3 Months | 1.74 | 3.38 | 1.61 |
6 Months | 6.77 | 3.69 | 1.60 |
YTD | 7.21 | 1.46 | -0.96 |
1 Year | 12.01 | 1.46 | -2.32 |
3 Years Annualised | 6.03 | 1.94 | -0.09 |
5 Years Annualised | 5.08 | 0.27 | -2.92 |
10 Years Annualised* | 7.59 | 0.20 | -2.22 |
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 | 4.45 | 0.47 | - | - |
2023 | -1.00 | -1.44 | 0.07 | 4.40 |
2022 | 1.18 | -0.79 | 0.35 | 3.05 |
2021 | 3.81 | 4.35 | 0.73 | 5.62 |
2020 | -9.65 | 9.42 | -2.80 | 3.24 |
2019 | 5.43 | 4.13 | 3.82 | -2.14 |
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