Analysis at 5/22/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -2.53% | 7.58% | 0.00% | 0.00% |
Analysis at 5/22/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 13.38% | 13.35% | 0.00% |
Negative volatility | 10.22% | 9.47% | 0.00% |
Sharpe | 0.20 | 0.51 | - |
Sortino | 0.26 | 0.72 | - |
2022 | 2023 | 2024 | 2025 | ||||
Capital Group New Perspective Pd Dis EUR | - | - | -11.74% | 20.59% | 23.87% | -2.53% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | - | - | -12.58% | 18.65% | 25.90% | -4.30% |