% of Capital Group funds* with returns above Morningstar peer group median
Past results are not a guarantee of future results. Invested capital is at risk; the fund aims to achieve a positive return over the long term although there is no guarantee this will be achieved over that or any time period.
Figures based on results of the Z share classes of the Capital Group Luxembourg-domiciled funds that are currently used as building blocks in Capital Group solutions. Figures are net of management fees and expenses for a representative Luxembourg fund share class (Z), applying the maximum Total Expense Ratio (TER). Please visit capitalgroup.com for further details. Peer group is defined as the Morningstar category for each fund. Total return statistic is the percentage of Capital Group strategies in which the strategies' annualized total return exceeded the peer group median. Sharpe Ratios are calculated geometrically, based on Morningstar methodology. Sources: Morningstar, Capital Group
*Includes funds that are currently used in Capital Group solutions only, and does not represent the full range of Capital Group Luxembourg-domiciled funds. Where fund histories are short, we have used composite returns of the strategies that the funds are members of, as proxies for long-term returns. Composite returns are adjusted to reflect the Total Expense Ratios of the Z share class. As of 31 March 2021, there were 21 Capital Group strategies in the 3-year period, 20 in the 5-year period, 18 in the 7-year period, 15 in the 10-year period. Sources: Morningstar, Capital Group