Analysis at 5/23/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -7.62% | 3.66% | 17.40% | 0.00% |
Analysis at 5/23/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 11.95% | 10.65% | 0.00% |
Negative volatility | 9.23% | 7.56% | 0.00% |
Sharpe | 0.06 | 0.16 | - |
Sortino | 0.08 | 0.23 | - |
2021 | 2022 | 2023 | 2024 | 2025 | |||
Capital Group American Balanced B Cap EUR | - | 8.40% | -8.19% | 8.80% | 20.55% | -7.62% | |
Total Return (High Volatility) | - | 19.69% | -11.03% | 13.40% | 19.21% | -3.47% |