Capital Group New World Fund (LUX) Z

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighBelow Average5 star
10-Year*HighLow5 star
Overall*HighBelow Average5 star
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1 Year Daily Volatility Chart (annualised)
  • Capital Group New World Fund (LUX) Z
Volatility Measurements30/04/2022
3-Yr Std Dev14.86 %
3-Yr Mean Return7.89 %
3-Yr Sharpe Ratio0.50
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 MSCI EM NR USD  Cat 60%MSCI ACWI NR&40%MKBP Composite
3-Yr Beta0.931.47
3-Yr Alpha3.32-0.35
* This share class has performance data calculated prior to the inception date, 2016-10-28. This is based upon a simulated/extended track record, using the track record of American Funds New World A (ISIN: US6492801047), 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(