Candriam Sustainable Equity World, C - Capitalisation/ LU2016899291 /
| NAV30/07/2024 | Diferencia-0.5800 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 114.8800USD | -0.50% | reinvestment | Equity Worldwide | Candriam ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | 7.83 | -4.41 | -9.18 | 7.10 | 6.41 | -5.00 | - |
| 2023 | 7.83 | -1.99 | 2.45 | 1.94 | -1.78 | 5.57 | 2.00 | -2.97 | -4.67 | -3.67 | 9.55 | 5.41 | +20.13% |
| 2024 | 1.56 | 3.74 | 2.40 | -4.42 | 4.80 | 1.82 | 0.19 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.67% | 9.76% | 10.65% | -% | -% |
| Índice de Sharpe | 1.54 | 1.17 | 0.93 | - | - |
| El mes mejor | +5.41% | +4.80% | +9.55% | +9.55% | - |
| El mes peor | -4.42% | -4.42% | -4.67% | -9.18% | - |
| Pérdida máxima | -6.02% | -6.02% | -12.14% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Candriam Sustainable Equity Worl... | reinvestment | 246.5900 | +16.75% | - | |
| Candriam Sustainable Equity Worl... | reinvestment | 297.1100 | +14.75% | - | |
| Candriam Sustainable Equity Worl... | reinvestment | 114.8800 | +13.45% | - | |
| Candriam Sustainable Equity Worl... | reinvestment | 159.0200 | +15.17% | - | |
| Candriam Sustainable Equity Worl... | reinvestment | 1,136.2100 | - | - | |
| Candriam Sustainable Equity Worl... | reinvestment | 1,135.1700 | - | - | |
| Candriam Sustain.Eq.World I-AH E... | reinvestment | 727.3500 | +16.92% | +24.60% | |
| Candriam Sustain.Eq.World I EUR ... | paying dividend | 3,198.6399 | +16.92% | +24.60% | |
| Candriam Sustain.Eq.World C EUR ... | reinvestment | 36.6100 | +15.74% | +20.71% | |
| Candriam Sustain.Eq.World C EUR ... | paying dividend | 31.1000 | +15.63% | +20.41% |
Performance
| Año hasta la fecha | +10.26% | ||
|---|---|---|---|
| 6 Meses | +7.23% | ||
| Promedio móvil | +13.45% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +38.09% | ||
| Año | |||
| 2023 | +20.13% | ||
