Analysis at 6/18/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -2.99% | 3.67% | 41.60% | 62.80% |
Analysis at 6/18/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 14.66% | 15.14% | 14.89% |
Negative volatility | 10.42% | 10.14% | 9.34% |
Sharpe | 0.37 | 0.46 | 0.68 |
Sortino | 0.52 | 0.69 | 1.08 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group New Perspective Ngd Dis EUR | 20.50% | 24.28% | -22.55% | 18.73% | 22.00% | -2.99% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -2.34% |