Analysis at 7/11/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -0.98% | 6.02% | 13.02% | 39.18% |
Analysis at 7/11/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 9.56% | 8.94% | 8.91% |
Negative volatility | 7.08% | 6.31% | 5.53% |
Sharpe | 0.29 | 0.26 | 0.60 |
Sortino | 0.39 | 0.38 | 0.96 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group Capital Income Builder N Cap EUR | -7.33% | 20.79% | -3.37% | 3.29% | 15.00% | -0.98% | |
Total Return (High Volatility) | 5.83% | 19.69% | -11.03% | 13.40% | 19.21% | -1.70% |