Amundi CAC 40 ESG UE DR EUR/ LU1681046931 /
| NAV22/08/2024 | Chg.+0.1242 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 125.7531EUR | +0.10% | reinvestment | Equity ETF Stocks | Amundi Luxembourg ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | -2.72 | 7.20 | -0.54 | -0.98 | 3.53 | -1.91 | 1.72 | -7.25 | -1.71 | -5.24 | - |
| 2019 | 5.57 | 4.95 | 2.29 | 4.89 | -5.27 | 6.81 | -0.31 | -0.71 | 3.72 | 0.93 | 3.11 | 1.31 | +30.19% |
| 2020 | -2.73 | -8.57 | -17.03 | 4.05 | 3.35 | 5.47 | -2.62 | 3.40 | -2.72 | -4.37 | 20.10 | 0.74 | -5.15% |
| 2021 | -2.62 | 5.61 | 6.49 | 3.55 | 4.04 | 1.21 | 1.61 | 1.00 | -2.20 | 4.74 | -1.53 | 6.45 | +31.61% |
| 2022 | -2.06 | -4.88 | -0.10 | -1.42 | -0.38 | -8.48 | 9.96 | -5.85 | -5.98 | 8.38 | 6.81 | -3.53 | -9.08% |
| 2023 | 11.12 | 2.58 | 1.24 | 2.84 | -3.27 | 4.87 | 0.66 | -2.46 | -3.46 | -4.35 | 7.07 | 3.69 | +21.17% |
| 2024 | 1.86 | 3.53 | 3.07 | -1.93 | 2.43 | -6.40 | 1.59 | 0.04 | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 12.85% | 13.25% | 12.58% | 16.97% | 20.31% |
| Ratio de Sharpe | 0.20 | -0.48 | 0.34 | 0.21 | 0.30 |
| Le meilleur mois | +3.69% | +3.53% | +7.07% | +11.12% | +20.10% |
| Le plus défavorable mois | -6.40% | -6.40% | -6.40% | -8.48% | -17.03% |
| Perte maximale | -12.01% | -12.01% | -12.01% | -22.30% | -38.57% |
| Surperformance | +4.95% | - | +2.37% | +8.37% | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Amundi CAC 40 ESG UE DR EUR | reinvestment | 125.7531 | +7.86% | +22.83% | |
| Amundi CAC 40 ESG UE DR EUR | paying dividend | 77.2784 | +7.85% | +22.83% |
Performance
| CAD | +3.87% | ||
|---|---|---|---|
| 6 Mois | -1.40% | ||
| 1 An | +7.86% | ||
| 3 Ans | +22.83% | ||
| 5 Ans | +58.88% | ||
| 10 ans | - | ||
| Depuis le début | +75.56% | ||
| Année | |||
| 2023 | +21.17% | ||
| 2022 | -9.08% | ||
| 2021 | +31.61% | ||
| 2020 | -5.15% | ||
| 2019 | +30.19% | ||
