Analysis at 6/5/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 9.12% | 5.51% | 27.07% | 66.05% |
Analysis at 6/5/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 10.10% | 13.01% | 13.15% |
Negative volatility | 6.58% | 8.44% | 7.19% |
Sharpe | 0.20 | 0.43 | 0.82 |
Sortino | 0.31 | 0.66 | 1.50 |
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% | 9.12% | |
Equity Europe (Developed Markets) - Large & Mid Cap | -2.82% | 25.85% | -8.92% | 16.57% | 9.27% | 11.09% |