Compare
Capital Group Gl. Allocation Zd Dis $ LU1006080227
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 7/3/2025
- NAV
- 23.080
- Daily change (%)
- 0.35%
Charts
Note: for minimum 3 years charts you must register.
Note: the chart shows the performance of Euro 100 invested at -.
Performance (Euro)
| Analysis at 7/3/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.93% | 2.43% | 16.03% | 32.39% |
| Analysis at 7/3/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.54% | 9.29% | 8.45% |
| Negative volatility | 7.41% | 6.55% | 5.56% |
| Sharpe | 0.05 | 0.29 | 0.54 |
| Sortino | 0.06 | 0.41 | 0.83 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Capital Group Gl. Allocation Zd Dis $ | 2.17% | 19.95% | -8.99% | 5.01% | 16.41% | -3.93% | |
| Diversified Balanced | 3.71% | 14.10% | -10.81% | 9.72% | 15.63% | -4.86% | |