Capital Group Capital Income Builder (LUX) BfdmRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017* | 2018* | 2019* | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 3.24 | -2.21 | 10.68 | -1.55 | 14.32 | 3.02 | 1.22 | 7.59 |
+/- Category | -2.41 | 1.09 | -3.30 | -7.45 | 1.54 | 6.96 | -4.76 | 1.27 |
+/- Category Index | - | - | - | - | -0.24 | 7.96 | -10.57 | -1.80 |
% Rank in Category | 72 | 34 | 84 | 88 | 39 | 13 | 86 | 34 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | -0.39 | -0.41 |
1 Week | -0.18 | -0.26 | -1.02 |
1 Month | 0.13 | -0.50 | -1.08 |
3 Months | 2.27 | 3.90 | 1.72 |
6 Months | 2.46 | 2.56 | 0.09 |
YTD | 6.70 | 0.47 | -2.93 |
1 Year | 10.79 | 1.48 | -4.40 |
3 Years Annualised | 5.46 | 1.41 | -0.96 |
5 Years Annualised | 4.11 | -0.96 | -3.79 |
10 Years Annualised* | 6.52 | -0.44 | -3.25 |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.31 | 0.18 | - | - |
2023 | -1.16 | -1.66 | -0.08 | 4.22 |
2022 | 0.97 | -0.95 | 0.13 | 2.87 |
2021 | 3.54 | 4.14 | 0.58 | 5.42 |
2020 | -9.85 | 9.21 | -3.08 | 3.18 |
2019 | 5.25* | 3.88 | 3.63 | -2.32 |
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