| Analysis at 5/12/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.41% | 11.79% | 47.07% | 49.84% |
| Analysis at 5/12/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.79% | 11.81% | 14.29% |
| Negative volatility | 6.40% | 7.56% | 9.56% |
| Sharpe | 1.27 | 0.88 | 0.43 |
| Sortino | 2.34 | 1.38 | 0.64 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Capital Group New Perspective B Cap EUR | 25.06% | -22.00% | 19.46% | 22.83% | 5.41% | 3.41% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Growth | 26.22% | -23.75% | 29.01% | 32.77% | 8.16% | 8.62% | |