Analysis at 5/16/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -1.16% | 8.66% | 35.28% | 80.82% |
Analysis at 5/16/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 13.47% | 14.69% | 14.52% |
Negative volatility | 10.11% | 9.98% | 9.09% |
Sharpe | 0.14 | 0.30 | 0.70 |
Sortino | 0.19 | 0.44 | 1.11 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Capital Group New Perspective Bgd Dis $ | 20.88% | 26.33% | -22.15% | 18.97% | 22.53% | -1.16% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -2.77% |