DetailsChartProfileRisk matrixNewsDocuments

Amundi European Sector Rotation Fund P/  FR0013356094  /

Fonds
NAV2024-10-31 Chg.-1.7674 Type of yield Investment Focus Investment company
141.5251EUR -1.23% paying dividend Equity Europe Amundi AM (FR) ▶
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - 2.46 2.37 2.87 -4.98 4.15 0.57 0.49 3.09 -0.85 0.61 1.10 +12.70%
2020 -4.63 -12.42 -14.48 6.26 6.01 2.50 0.64 6.89 -0.71 -4.62 15.72 4.40 +1.52%
2021 -0.65 4.92 6.29 0.93 3.24 0.06 2.64 1.30 -3.76 3.80 -2.45 5.47 +23.43%
2022 -0.91 -0.35 1.67 2.57 0.08 -6.34 4.82 -3.76 -7.70 6.38 6.01 -4.04 -2.73%
2023 8.72 1.60 -1.06 -0.69 -3.68 2.27 2.22 -2.84 -2.06 -2.05 3.79 5.85 +11.90%
2024 -2.40 4.25 4.60 -1.49 2.46 -4.53 1.37 1.02 -1.27 -2.71 - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.82% 10.98% 10.73% 13.46% 18.61%
Sharpe ratio -0.18 -0.95 0.72 0.06 0.21
Best month +5.85% +2.46% +5.85% +8.72% +15.72%
Worst month -4.53% -4.53% -4.53% -7.70% -14.48%
Maximum loss -9.49% -9.49% -9.49% -15.20% -38.64%
Outperformance +0.72% - +11.43% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Amundi European Sector Rotation ... paying dividend 141.5251 +10.83% +12.25%
Amundi European Sector Rotation ... reinvestment 1,522.4272 +7.85% +4.81%

Performance

YTD  
+0.88%
6 Months
  -3.78%
1 Year  
+10.83%
3 Years  
+12.25%
5 Years  
+39.95%
10 Years     -
Since start  
+55.06%
Year
2023  
+11.90%
2022
  -2.73%
2021  
+23.43%
2020  
+1.52%
2019  
+12.70%
 

Dividends

2024-03-04 5.07 EUR
2023-03-03 3.45 EUR
2022-03-04 4.32 EUR