Analysis at 7/1/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 7.47% | 5.60% | 35.02% | 70.32% |
Analysis at 7/1/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 9.93% | 11.82% | 13.14% |
Negative volatility | 6.33% | 6.82% | 7.19% |
Sharpe | 0.32 | 0.69 | 0.77 |
Sortino | 0.51 | 1.20 | 1.41 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group Europ. Growth and Inc. Z Cap EUR | -5.88% | 22.74% | -5.19% | 12.23% | 6.42% | 7.47% | |
Equity Europe (Developed Markets) - Large & Mid Cap | -2.82% | 25.85% | -8.92% | 16.57% | 9.27% | 8.88% |