Analysis at 6/13/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -1.02% | 5.14% | 36.34% | 64.10% |
Analysis at 6/13/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 12.86% | 12.76% | 11.96% |
Negative volatility | 8.71% | 8.21% | 7.00% |
Sharpe | 0.37 | 0.51 | 0.77 |
Sortino | 0.55 | 0.79 | 1.32 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group Gl. Equity Zd Dis $ | 5.36% | 23.98% | -10.69% | 13.74% | 17.00% | -1.02% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -2.34% |