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Capital Group New Pers (LUX) ZL (0P0001771F)

OTC Markets OTCPK - OTC Markets OTCPK Delayed Price. Currency in USD
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24.75+0.16 (+0.65%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Invalid Date)37.25%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return37.25%
Worst 3-Yr Total Return2.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001771FCategory
YTD4.37%0.00%
1-Month-3.39%0.00%
3-Month3.91%0.00%
1-Year16.62%0.00%
3-Year1.78%0.00%
5-Year10.66%0.00%
10-Year10.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001771FCategory
2024
N/AN/A
2023
24.44%N/A
2022
-25.98%N/A
2021
17.76%N/A
2020
33.31%N/A
2019
29.93%N/A
2018
-6.07%N/A
2017
28.02%N/A
2016
1.21%N/A
2015
5.35%N/A
2014
3.10%N/A
2013
26.61%N/A
2012
20.61%N/A
2011
-7.72%N/A
2010
12.61%N/A
2009
37.25%N/A
2008
-37.92%N/A
2007
15.88%N/A
2006
19.71%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.03%N/AN/AN/A
202310.21%6.18%-4.50%11.35%
2022-9.84%-19.30%-6.15%8.39%
20212.11%8.30%0.13%6.36%
2020-18.19%23.71%12.48%17.10%
201913.85%4.22%-0.56%10.12%
20181.71%2.60%3.73%-13.24%
20178.97%6.95%4.62%4.99%
2016-2.93%-0.52%5.96%-1.08%
20154.65%0.76%-6.54%6.90%
20140.23%3.10%-1.89%1.68%
20136.17%1.56%8.24%8.48%
201213.69%-4.20%6.38%4.10%
20114.09%0.17%-16.71%6.25%
20102.35%-11.42%14.06%8.90%
2009-7.18%18.39%18.60%5.31%
2008-7.37%-1.88%-14.83%-19.80%
20071.70%8.45%5.10%-0.03%
20065.73%0.33%4.41%8.09%

Rank In Category (By Total Return)

YTD45
1-Month38
3-Month29
1-Year43
3-Year36
5-Year16

Load Adjusted Returns

1-Year10.49%
3-Year-0.03%
5-Year9.48%
10-Year9.41%