Capital Group Japan Equity Fund (LUX) Z

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-Year*HighAbove Average4 star
Overall*HighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Capital Group Japan Equity Fund (LUX) Z
  • TOPIX TR JPY
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.47 %
3-Yr Mean Return10.01 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 TOPIX TR JPY  Nikkei 225 Average PR JPY
3-Yr Beta1.020.93
3-Yr Alpha3.022.86
 
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* This share class has performance data calculated prior to the inception date, 2013-04-25. This is based upon a simulated/extended track record, using the track record of Capital Group Japan Equity (LUX) X (ISIN: LU0235154407), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)