Amundi European Sector Rotation Fund I/ FR0013356086 /
| NAV30/09/2024 | Chg.-5.7620 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 1,563.8176EUR | -0.37% | reinvestment | Equity Europe | Amundi AM (FR) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | 2.31 | -5.06 | - |
| 2019 | 4.87 | 2.46 | 2.37 | 2.87 | -4.98 | 4.15 | 0.57 | 0.49 | 3.09 | -0.85 | 0.61 | 1.10 | +17.65% |
| 2020 | -4.63 | -12.37 | -14.42 | 6.32 | 6.08 | 2.57 | 0.71 | 6.95 | -0.64 | -4.56 | 15.80 | 4.47 | +2.21% |
| 2021 | -0.59 | 4.98 | 6.37 | 0.99 | 3.29 | 0.13 | 2.70 | 1.36 | -3.70 | 3.86 | -2.38 | 5.54 | +24.37% |
| 2022 | -0.84 | -0.30 | -1.58 | 2.63 | 0.14 | -6.28 | 4.89 | -3.69 | -7.64 | 6.45 | 6.08 | -3.98 | -5.20% |
| 2023 | 8.79 | 1.66 | -3.26 | -0.63 | -3.61 | 2.33 | 2.29 | -2.78 | -2.00 | -1.99 | 3.86 | 5.91 | +10.17% |
| 2024 | -2.33 | 4.32 | 1.08 | -1.42 | 2.52 | -4.48 | 1.44 | 1.09 | -1.21 | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.87% | 11.22% | 11.65% | 13.89% | 18.83% |
| Ratio de Sharpe | -0.20 | -0.59 | 0.59 | 0.05 | 0.15 |
| Le meilleur mois | +5.91% | +2.52% | +5.91% | +8.79% | +15.80% |
| Le plus défavorable mois | -4.48% | -4.48% | -4.48% | -7.64% | -14.42% |
| Perte maximale | -9.34% | -9.34% | -9.34% | -14.90% | -38.58% |
| Surperformance | +1.17% | - | +12.53% | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Amundi European Sector Rotation ... | paying dividend | 145.4653 | +13.14% | +20.53% | |
| Amundi European Sector Rotation ... | reinvestment | 1,563.8176 | +10.09% | +12.55% |
Performance
| CAD | +0.71% | ||
|---|---|---|---|
| 6 Mois | -1.62% | ||
| 1 An | +10.09% | ||
| 3 Ans | +12.55% | ||
| 5 Ans | +34.86% | ||
| 10 ans | - | ||
| Depuis le début | +56.38% | ||
| Année | |||
| 2023 | +10.17% | ||
| 2022 | -5.20% | ||
| 2021 | +24.37% | ||
| 2020 | +2.21% | ||
| 2019 | +17.65% | ||
