Amundi Euro Stoxx Banks UE Acc/ LU1829219390 /
| NAV2024-07-19 | Chg.-1.0529 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 164.0248EUR | -0.64% | reinvestment | Equity Euroland | Amundi Asset Mgmt. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | - | -10.12 | - |
| 2019 | 4.98 | 7.68 | -4.99 | 9.26 | -11.79 | 2.07 | -2.14 | -6.19 | 8.71 | 3.05 | 3.80 | 3.76 | +17.01% |
| 2020 | -5.52 | -7.91 | -35.16 | 2.41 | 4.26 | 9.23 | -6.64 | 5.40 | -11.92 | -2.03 | 38.29 | -0.16 | -22.85% |
| 2021 | -4.58 | 19.25 | 4.97 | 4.66 | 7.62 | -4.46 | -0.87 | 4.16 | 4.04 | 3.89 | -8.18 | 7.05 | +41.02% |
| 2022 | 5.96 | -11.71 | -3.03 | -3.52 | 8.98 | -12.75 | -0.06 | -1.00 | -0.77 | 11.90 | 8.84 | 1.03 | +0.54% |
| 2023 | 15.90 | 6.47 | -13.47 | 3.23 | -2.78 | 7.86 | 7.31 | -1.81 | 0.23 | -3.22 | 8.70 | 1.90 | +30.84% |
| 2024 | 2.56 | 0.64 | 14.70 | 3.43 | 5.73 | -6.76 | 5.15 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.88% | 16.92% | 15.86% | 25.48% | 31.57% |
| Sharpe ratio | 3.03 | 3.48 | 2.13 | 0.87 | 0.36 |
| Best month | +14.70% | +14.70% | +14.70% | +15.90% | +38.29% |
| Worst month | -6.76% | -6.76% | -6.76% | -13.47% | -35.16% |
| Maximum loss | -9.06% | -9.06% | -9.06% | -34.32% | -51.54% |
| Outperformance | +3.94% | - | +12.76% | - | - |
All quotes in EUR
Performance
| YTD | +26.92% | ||
|---|---|---|---|
| 6 Months | +27.44% | ||
| 1 Year | +37.54% | ||
| 3 Years | +99.50% | ||
| 5 Years | +100.62% | ||
| 10 Years | - | ||
| Since start | +84.34% | ||
| Year | |||
| 2023 | +30.84% | ||
| 2022 | +0.54% | ||
| 2021 | +41.02% | ||
| 2020 | -22.85% | ||
| 2019 | +17.01% | ||
