Candriam Sustain.Eq.Ch C/ LU2371178752 /
| NAV2024-09-25 | Chg.-0.1800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 91.7600USD | -0.20% | reinvestment | Equity Worldwide | Candriam ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | -2.67 | 5.75 | - |
| 2022 | -8.09 | -2.85 | 0.96 | -7.52 | -0.17 | -8.99 | 8.41 | -5.26 | -10.08 | 4.21 | 5.50 | -4.35 | -26.44% |
| 2023 | 7.00 | -3.85 | 0.01 | 3.12 | -6.49 | 4.13 | 2.03 | -3.79 | -5.55 | -3.19 | 9.22 | 4.74 | +6.07% |
| 2024 | -0.50 | 1.64 | 4.40 | -3.75 | 6.03 | -1.82 | 2.48 | 2.93 | 0.84 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.56% | 10.54% | 10.97% | -% | -% |
| Sharpe ratio | 1.34 | 1.14 | 1.86 | - | - |
| Best month | +6.03% | +6.03% | +9.22% | +9.22% | - |
| Worst month | -3.75% | -3.75% | -5.55% | -10.08% | - |
| Maximum loss | -5.69% | -5.69% | -5.69% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Candriam Sustain.Eq.Ch.R | reinvestment | 92.7200 | +24.21% | -7.28% | |
| Candriam Sustain.Eq.Ch.N-H | reinvestment | 110.6200 | - | - | |
| Candriam Sustain.Eq.Ch.N | reinvestment | 112.0100 | - | - | |
| Candriam Sustain.Eq.Ch.I | reinvestment | 915.0400 | +23.70% | -8.50% | |
| Candriam Sustain.Eq.Ch C | reinvestment | 91.7600 | +23.78% | -8.24% |
Performance
| YTD | +12.52% | ||
|---|---|---|---|
| 6 Months | +7.51% | ||
| 1 Year | +23.78% | ||
| 3 Years | -8.24% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -8.24% | ||
| Year | |||
| 2023 | +6.07% | ||
| 2022 | -26.44% | ||
