Capital Group Capital Income Builder (LUX) Zdh-GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |||
Price Return | 13.98 | 0.66 | 13.56 | -9.50 | 7.17 | 3.21 | ||
+/- Category | -1.69 | -4.59 | 2.41 | 0.58 | -1.19 | -1.21 | ||
+/- Category Index | - | -3.86 | 1.29 | -2.23 | -3.50 | -2.59 | ||
% Rank in Category | 73 | 83 | 23 | 50 | 68 | 81 |
Trailing Returns (GBP) | 21/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.36 | -0.48 | -0.32 |
1 Week | 0.37 | -0.46 | -0.25 |
1 Month | -0.36 | -0.33 | -0.78 |
3 Months | 1.13 | -1.48 | -1.51 |
6 Months | 5.02 | -1.70 | -2.55 |
YTD | 3.97 | -1.95 | -3.35 |
1 Year | 8.91 | -2.65 | -5.42 |
3 Years Annualised | 1.64 | -1.24 | -3.55 |
5 Years Annualised | 3.80 | -0.84 | -2.23 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.44 | - | - | - |
2023 | 1.45 | 0.98 | -3.95 | 8.92 |
2022 | -1.82 | -8.76 | -8.32 | 10.20 |
2021 | 4.54 | 4.43 | -1.92 | 6.05 |
2020 | -16.17 | 8.49 | 1.51 | 9.03 |
2019 | 7.37 | 1.14 | 0.18 | 4.78 |
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