Capital Group Capital Income Builder (LUX) ZRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017* | 2018* | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 4.03 | -1.47 | 11.60 | -0.77 | 15.21 | 3.76 | 1.92 | 4.50 |
+/- Category | -1.63 | 1.83 | -2.38 | -6.68 | 2.44 | 7.70 | -4.07 | -1.73 |
+/- Category Index | - | - | - | - | 0.65 | 8.70 | -9.88 | -2.69 |
% Rank in Category | 63 | 28 | 81 | 87 | 32 | 10 | 82 | 86 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.47 | 0.00 | -0.44 |
1 Week | 1.44 | 0.52 | -0.27 |
1 Month | 0.01 | 0.70 | 0.47 |
3 Months | 3.46 | -1.55 | -2.09 |
6 Months | 9.63 | -2.01 | -5.36 |
YTD | 3.51 | -1.89 | -2.57 |
1 Year | 6.71 | -5.32 | -9.08 |
3 Years Annualised | 5.97 | 0.60 | -0.80 |
5 Years Annualised | 5.46 | -0.47 | -3.01 |
10 Years Annualised* | 7.60 | 0.64 | -2.44 |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.50 | - | - | - |
2023 | -0.97 | -1.52 | 0.12 | 4.39 |
2022 | 1.09 | -0.76 | 0.34 | 3.07 |
2021 | 3.69 | 4.32 | 0.78 | 5.69 |
2020 | -9.63 | 9.39 | -2.90 | 3.38 |
2019 | 5.44 | 4.10 | 3.88 | -2.13 |
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