Amundi EURO STOXX 50 II UE DHtCHF-A./ FR0012399731 /
| NAV31/10/2024 | Diferencia-1.9064 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 160.2277CHF | -1.18% | reinvestment | Equity Euroland | Amundi AM (FR) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | -3.95 | 5.17 | -9.40 | -5.10 | 10.23 | 2.63 | -6.80 | - |
| 2016 | -6.72 | -3.31 | 2.03 | 1.28 | 2.60 | -5.92 | 4.45 | 1.08 | -0.72 | 1.81 | -0.01 | 7.83 | +3.52% |
| 2017 | -1.78 | 2.84 | 5.63 | 2.02 | 1.17 | -2.98 | 0.11 | -0.72 | 5.12 | 2.27 | -2.82 | -1.78 | +8.95% |
| 2018 | 3.05 | -4.62 | -2.23 | 5.89 | -2.18 | -0.22 | 3.89 | -3.70 | 0.26 | -5.95 | -0.75 | -5.33 | -11.96% |
| 2019 | 5.47 | 4.35 | 1.76 | 5.44 | -5.26 | 5.95 | -0.13 | -1.10 | 4.21 | 1.09 | 2.76 | 1.13 | +28.17% |
| 2020 | -2.65 | -8.42 | -16.09 | 5.31 | 4.85 | 6.54 | -1.62 | 3.15 | -2.34 | -7.29 | 18.13 | 1.78 | -2.79% |
| 2021 | -1.88 | 4.47 | 7.90 | 1.86 | 2.43 | 0.64 | 0.67 | 2.60 | -3.26 | 5.06 | -4.29 | 5.80 | +23.44% |
| 2022 | -2.78 | -5.89 | -0.25 | -2.04 | 1.15 | -8.84 | 7.29 | -5.11 | -5.47 | 9.18 | 9.49 | -4.46 | -9.40% |
| 2023 | 9.85 | 1.77 | 1.89 | 1.53 | -2.13 | 4.13 | 1.51 | -4.05 | -2.99 | -2.78 | 7.83 | 2.95 | +20.18% |
| 2024 | 2.80 | 4.90 | 4.17 | -2.55 | 2.05 | -1.84 | -0.53 | 1.63 | 0.73 | -3.49 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.23% | 14.56% | 12.65% | 17.60% | 20.45% |
| Índice de Sharpe | 0.48 | -0.42 | 1.31 | 0.15 | 0.24 |
| El mes mejor | +4.90% | +2.05% | +7.83% | +9.85% | +18.13% |
| El mes peor | -3.49% | -3.49% | -3.49% | -8.84% | -16.09% |
| Pérdida máxima | -10.07% | -10.07% | -10.07% | -23.33% | -38.00% |
| Rendimiento superior | +1.47% | - | +0.76% | +19.97% | - |
Todas las cotizaciones en CHF
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| AMUNDI EURO STOXX 50 II UCITS ET... | reinvestment | 52.1971 | +22.40% | +23.06% | |
| Amundi EURO STOXX 50 II UE DHtUS... | reinvestment | 249.3183 | +24.73% | +31.80% | |
| Amundi EURO STOXX 50 II UE DHtGB... | reinvestment | 202.2060 | +24.08% | +27.82% | |
| Amundi EURO STOXX 50 II UE DHtCH... | reinvestment | 160.2277 | +19.64% | +18.01% |
Performance
| Año hasta la fecha | +7.77% | ||
|---|---|---|---|
| 6 Meses | -1.56% | ||
| Promedio móvil | +19.64% | ||
| 3 Años | +18.01% | ||
| 5 Años | +46.34% | ||
| 10 Años | - | ||
| Desde el principio | +60.23% | ||
| Año | |||
| 2023 | +20.18% | ||
| 2022 | -9.40% | ||
| 2021 | +23.44% | ||
| 2020 | -2.79% | ||
| 2019 | +28.17% | ||
| 2018 | -11.96% | ||
| 2017 | +8.95% | ||
| 2016 | +3.52% | ||
