Amundi Rendement Plus ISR I EUR/  FR0010115295  /

Fonds
NAV10/30/2024 Chg.-71.0898 Type of yield Investment Focus Investment company
17,497.9102EUR -0.40% reinvestment Mixed Fund Worldwide Amundi AM (FR) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2004 - - - - - - - - - - 0.49 0.26 -
2005 0.04 0.15 0.11 0.41 0.08 -0.16 0.75 -0.30 0.91 0.25 0.00 0.45 +2.73%
2006 0.43 -0.10 0.06 0.27 -0.16 0.14 0.57 0.22 0.15 0.36 0.35 0.63 +2.96%
2007 0.27 0.53 -0.27 -0.09 -0.65 0.10 0.45 0.82 0.89 0.40 -0.20 -0.28 +1.96%
2008 1.71 0.26 -0.93 -0.32 -1.22 -0.74 1.57 0.89 0.54 1.32 2.15 1.59 +6.97%
2009 0.61 0.80 0.76 0.77 0.25 1.02 1.09 0.19 0.58 -0.14 0.43 0.00 +6.54%
2010 -1.00 0.19 1.36 -0.31 -0.06 0.00 1.24 0.65 0.05 -0.04 -1.17 0.47 +1.37%
2011 0.14 0.41 -0.29 0.46 0.05 -0.25 -1.06 -1.62 0.12 0.21 -2.21 2.30 -1.80%
2012 1.53 1.64 0.21 -0.35 -0.16 0.24 1.29 0.86 0.54 0.68 1.18 0.50 +8.45%
2013 -0.23 -0.06 0.14 1.89 -0.08 -1.79 1.27 -0.12 0.78 1.39 0.43 0.28 +3.92%
2014 0.34 1.22 0.61 0.61 0.50 0.39 0.43 0.62 0.51 0.00 0.84 0.32 +6.59%
2015 1.87 1.75 0.85 -0.78 -0.68 -1.86 1.73 -2.23 -1.17 2.14 0.81 -1.25 +1.04%
2016 -1.74 -0.17 1.75 0.37 0.34 0.35 1.53 0.34 -0.09 -0.04 -1.07 0.89 +2.44%
2017 0.02 0.92 0.62 0.45 0.44 0.05 0.45 0.02 0.68 0.65 0.24 -0.15 +4.47%
2018 0.75 -0.76 -0.10 0.40 -1.65 -0.24 0.73 -1.32 0.77 -1.90 -0.18 -1.10 -4.57%
2019 2.40 0.74 0.76 0.93 -1.24 1.74 0.97 0.43 0.13 0.29 -0.02 0.76 +8.13%
2020 0.00 -1.31 -8.22 3.15 1.86 1.13 0.90 0.79 -0.11 0.07 2.97 0.82 +1.57%
2021 -0.15 0.12 0.75 0.35 0.26 0.52 0.14 0.32 -0.11 -0.05 -0.70 0.85 +2.30%
2022 -0.89 -2.08 0.15 -1.93 -0.43 -3.22 2.62 -1.80 -3.65 0.95 3.02 -2.14 -9.23%
2023 2.73 -1.35 0.81 0.07 0.09 -0.15 0.98 -0.50 -1.58 -0.41 3.25 3.33 +7.34%
2024 0.07 -0.53 1.44 -1.64 0.73 0.71 2.12 0.50 1.49 -0.53 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.73% 3.51% 3.99% 4.14% 4.58%
Sharpe ratio 0.61 2.10 2.12 -0.60 -0.39
Best month +3.33% +2.12% +3.33% +3.33% +3.33%
Worst month -1.64% -1.64% -1.64% -3.65% -8.22%
Maximum loss -1.88% -1.20% -1.88% -11.84% -13.67%
Outperformance -0.54% - +0.81% +4.19% +6.88%
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
AMUNDI RENDEMENT PLUS ISR - I2 (... reinvestment 5,620,501.0000 +11.61% -
Amundi Rendement Plus ISR P(C) reinvestment 131.2300 +10.84% -0.18%
Amundi Rendement Plus ISR I EUR reinvestment 17,497.9102 +11.53% +1.68%

Performance

YTD  
+4.40%
6 Months  
+5.10%
1 Year  
+11.53%
3 Years  
+1.68%
5 Years  
+6.49%
10 Years  
+19.97%
Since start  
+74.98%
Year
2023  
+7.34%
2022
  -9.23%
2021  
+2.30%
2020  
+1.57%
2019  
+8.13%
2018
  -4.57%
2017  
+4.47%
2016  
+2.44%
2015  
+1.04%