Analysis at 6/6/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 7.59% | 14.89% | 20.13% | 0.00% |
Analysis at 6/6/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 8.81% | 14.17% | 0.00% |
Negative volatility | 4.64% | 10.02% | 0.00% |
Sharpe | 1.32 | 0.27 | - |
Sortino | 2.51 | 0.39 | - |
2021 | 2022 | 2023 | 2024 | 2025 | |||
Capital Group Cap. Income Builder Bgdh-GBP Dis GBP | - | 9.24% | -14.91% | 8.55% | 13.06% | 7.59% | |
Total Return Gbp Hegded | - | 9.38% | -8.85% | 7.67% | 10.91% | 2.77% |