Amundi European Sector Rotation Fund I/ FR0013356086 /
| NAV22/08/2024 | Var.+1.1973 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 1,552.9019EUR | +0.08% | reinvestment | Equity Europe | Amundi AM (FR) ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -0.84 | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 12.48% | 12.68% | 11.93% | 14.02% | 18.84% |
| Indice di Sharpe | -0.28 | -0.42 | 0.34 | -0.07 | 0.19 |
| Mese migliore | +5.91% | +4.32% | +5.91% | +8.79% | +15.80% |
| Mese peggiore | -4.48% | -4.48% | -4.48% | -7.64% | -14.42% |
| Perdita massima | -9.34% | -9.34% | -9.34% | -14.90% | -38.58% |
| Outperformance | +1.17% | - | +12.53% | - | - |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| Amundi European Sector Rotation ... | paying dividend | 144.5654 | +10.57% | +15.51% | |
| Amundi European Sector Rotation ... | reinvestment | 1,552.9019 | +7.59% | +7.86% |
Prestazione
| YTD | +0.01% | ||
|---|---|---|---|
| 6 mesi | -0.88% | ||
| 1 anno | +7.59% | ||
| 3 anni | +7.86% | ||
| 5 anni | +40.64% | ||
| 10 anni | - | ||
| Dall'inizio | +55.29% | ||
| Anno | |||
| 2023 | +10.17% | ||
| 2022 | -5.20% | ||
| 2021 | +24.37% | ||
| 2020 | +2.21% | ||
| 2019 | +17.65% | ||
