Analysis at 5/14/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -5.22% | 10.43% | 45.31% | 0.00% |
Analysis at 5/14/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 15.25% | 14.42% | 0.00% |
Negative volatility | 11.42% | 9.56% | 0.00% |
Sharpe | 0.21 | 0.58 | - |
Sortino | 0.28 | 0.87 | - |
2021 | 2022 | 2023 | 2024 | 2025 | |||
Capital Group Inv. Co. of Am. Bgd Dis EUR | - | 10.29% | -11.65% | 22.85% | 31.44% | -5.22% | |
Equity Usa - Large & Mid Cap | - | 36.06% | -13.83% | 22.25% | 32.83% | -6.69% |