AMUNDI ACTIONS EURO ISR - I (C)/ FR0010773242 /
| NAV2024-07-19 | Chg.-818.0156 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 116,015.5469EUR | -0.70% | reinvestment | Equity Euroland | Amundi Asset Mgmt. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | 5.72 | 1.00 | 1.00 | - |
| 2014 | -2.42 | 5.18 | -0.10 | 0.61 | 2.51 | -0.54 | -3.58 | 1.94 | 0.87 | -2.17 | 4.85 | -1.87 | +4.97% |
| 2015 | 8.03 | 6.56 | 3.07 | -1.74 | 0.70 | -3.99 | 4.86 | -8.55 | -3.82 | 9.57 | 3.01 | -5.72 | +10.62% |
| 2016 | -6.84 | -2.38 | 2.58 | 1.23 | 1.84 | -6.71 | 5.06 | 0.51 | 0.60 | 1.45 | -0.66 | 6.64 | +2.43% |
| 2017 | -0.96 | 2.63 | 5.48 | 2.59 | 1.66 | -2.56 | -0.07 | -0.57 | 4.45 | 2.35 | -2.15 | -0.74 | +12.40% |
| 2018 | 3.38 | -3.57 | -2.43 | 4.79 | -1.04 | -1.28 | 3.46 | -2.13 | -0.93 | -6.92 | -1.16 | -5.99 | -13.61% |
| 2019 | 6.05 | 3.70 | 1.09 | 5.25 | -6.00 | 4.94 | -0.34 | -1.47 | 3.64 | 0.73 | 2.81 | 0.74 | +22.54% |
| 2020 | -1.98 | -8.09 | -17.31 | 6.95 | 4.74 | 5.75 | -0.94 | 3.89 | -1.96 | -5.99 | 17.73 | 1.46 | 0.00% |
| 2021 | -1.34 | 3.88 | 5.97 | 2.07 | 2.10 | 1.35 | 1.81 | 2.40 | -3.24 | 3.74 | -2.77 | 4.76 | +22.26% |
| 2022 | -3.53 | -6.12 | -0.90 | -2.10 | 0.86 | -9.13 | 8.71 | -5.18 | -6.30 | 7.67 | 8.17 | -3.53 | -12.61% |
| 2023 | 9.51 | 1.47 | 0.58 | 1.02 | -2.11 | 4.23 | 1.93 | -3.66 | -3.33 | -4.00 | 8.43 | 3.55 | +17.88% |
| 2024 | 1.90 | 2.92 | 4.41 | -1.93 | 2.65 | -1.81 | -0.95 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.50% | 10.61% | 10.90% | 16.39% | 19.28% |
| Sharpe ratio | 0.95 | 1.40 | 0.58 | 0.17 | 0.20 |
| Best month | +4.41% | +4.41% | +8.43% | +9.51% | +17.73% |
| Worst month | -1.93% | -1.93% | -4.00% | -9.13% | -17.31% |
| Maximum loss | -4.48% | -4.48% | -11.60% | -24.65% | -38.69% |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +7.21% | ||
|---|---|---|---|
| 6 Months | +8.84% | ||
| 1 Year | +9.96% | ||
| 3 Years | +20.52% | ||
| 5 Years | +43.40% | ||
| 10 Years | +86.39% | ||
| Since start | +105.33% | ||
| Year | |||
| 2023 | +17.88% | ||
| 2022 | -12.61% | ||
| 2021 | +22.26% | ||
| 2020 | 0.00% | ||
| 2019 | +22.54% | ||
| 2018 | -13.61% | ||
| 2017 | +12.40% | ||
| 2016 | +2.43% | ||
| 2015 | +10.62% | ||
