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Capital Group New Perspective Pd Dis $ LU2220529395
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 5/20/2025
- NAV
- 27.470
- Daily change (%)
- -0.11%
Charts
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Note: the chart shows the performance of Euro 100 invested at -.
Performance (Euro)
| Analysis at 5/19/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.94% | 9.11% | 41.41% | 0.00% |
| Analysis at 5/19/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.47% | 14.68% | 14.54% |
| Negative volatility | 10.01% | 9.84% | 9.29% |
| Sharpe | 0.20 | 0.36 | 0.56 |
| Sortino | 0.27 | 0.53 | 0.88 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Capital Group New Perspective Pd Dis $ | 9.76% | 27.49% | -21.47% | 20.03% | 23.65% | -0.94% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -2.63% | |