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Amundi Ethik Plus A/  DE0009792002  /

Fonds
NAV13.05.2024 Diff.+0.1200 Ertragstyp Ausrichtung Fondsgesellschaft
67.6000EUR +0.18% thesaurierend Mischfonds weltweit Amundi Deutschland ▶
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
1998 - - - - - - - - - - 5.03 -0.89 -
1999 1.39 4.40 4.39 3.77 -0.59 3.35 -5.22 4.67 -1.76 6.20 12.05 15.01 +57.12%
2000 -1.53 8.87 3.76 0.56 -0.62 -0.43 1.10 1.92 -2.78 0.93 -2.44 -1.20 +7.87%
2001 -0.84 -5.86 -2.64 4.63 -0.75 -3.36 -1.92 -4.38 -9.74 4.09 3.82 2.27 -14.66%
2002 -1.98 -1.12 2.99 -2.96 -1.75 -7.02 -6.40 -0.44 -7.31 3.47 4.61 -6.75 -22.86%
2003 -3.87 -3.39 -0.40 6.17 0.73 4.29 0.66 2.58 -3.44 3.95 1.40 2.61 +11.24%
2004 3.31 1.04 -2.03 0.54 -1.01 2.41 -2.44 -0.24 1.81 1.34 2.38 1.72 +8.99%
2005 0.90 2.96 -0.19 -2.34 4.54 2.40 4.24 -1.40 3.67 -3.92 4.76 3.45 +20.28%
2006 1.86 2.84 0.52 0.27 -4.56 -0.33 2.48 2.05 2.08 2.15 0.34 1.99 +12.09%
2007 1.24 -0.83 0.61 3.79 2.19 -0.02 -3.47 -0.08 2.38 1.08 -3.00 -0.39 +3.29%
2008 -7.63 -0.86 -4.32 5.22 1.97 -2.67 -0.25 -0.27 -3.00 -8.91 -1.38 1.96 -19.13%
2009 -2.13 -5.28 4.24 15.12 5.40 -2.31 -1.92 2.10 3.82 0.00 -2.73 3.32 +19.66%
2010 -2.34 1.09 5.92 1.12 2.97 2.19 -5.08 6.88 2.20 1.91 4.13 7.74 +31.91%
2011 -3.75 0.88 0.50 1.20 -0.90 -2.47 2.69 1.32 -9.12 7.35 -4.50 -1.27 -8.65%
2012 0.91 0.38 -2.38 -1.27 -2.18 -0.27 4.36 0.60 1.94 -1.04 -0.27 0.49 +1.10%
2013 0.05 -0.29 1.32 -3.05 0.42 -7.16 3.21 1.76 0.81 2.52 -2.10 -0.48 -3.37%
2014 -0.62 4.10 -0.05 1.50 1.82 1.75 0.74 1.18 -3.49 -1.27 1.17 -2.43 +4.24%
2015 7.08 2.76 -1.64 1.92 -0.62 -5.33 -2.41 -4.31 -3.29 6.07 -2.09 -2.68 -5.27%
2016 -3.33 2.65 3.31 3.15 -0.76 3.08 2.37 -0.88 -1.04 -1.40 -1.24 2.54 +8.46%
2017 0.76 2.06 -0.55 -0.26 -0.35 -1.76 0.62 -0.26 1.52 0.43 -0.31 1.13 +3.01%
2018 -0.36 -3.34 -1.18 3.33 0.86 -0.03 1.22 -1.37 0.10 -1.71 -0.14 -2.77 -5.43%
2019 4.08 1.21 1.38 -0.73 -2.75 3.43 0.68 -0.48 0.96 0.81 -1.39 2.67 +10.10%
2020 -1.34 -4.33 -12.81 7.39 1.27 1.02 0.81 2.82 -0.76 -0.66 6.51 0.99 -0.63%
2021 1.43 0.03 3.56 0.43 -0.30 1.60 0.81 1.64 -1.64 2.01 0.56 1.78 +12.48%
2022 -4.27 -1.76 0.52 -1.10 -1.95 -4.67 5.95 -2.16 -5.27 4.11 1.87 -3.16 -11.85%
2023 2.29 0.23 0.16 -0.46 1.92 0.52 1.01 -1.10 -2.10 -2.31 4.60 3.94 +8.77%
2024 1.45 0.75 2.90 -1.87 1.21 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5.84% 5.61% 6.17% 7.73% 8.71%
Sharpe Ratio 1.55 3.36 0.93 -0.15 -0.05
Bester Monat +3.94% +4.60% +4.60% +5.95% +7.39%
Schlechtester Monat -1.87% -1.87% -2.31% -5.27% -12.81%
Maximaler Verlust -3.11% -3.11% -5.69% -14.68% -22.87%
Outperformance -3.00% - -3.05% -2.69% -2.11%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Amundi Ethik Plus R DA ausschüttend 60.2400 +11.25% +8.19%
Amundi Ethik Plus H DA ausschüttend 60.2400 +11.25% +8.13%
Amundi Ethik Plus A thesaurierend 67.6000 +9.47% +8.23%
Amundi Ethik Plus A DA ausschüttend 59.0500 +9.47% +8.14%

Performance

lfd. Jahr  
+4.47%
6 Monate  
+10.64%
1 Jahr  
+9.47%
3 Jahre  
+8.23%
5 Jahre  
+17.87%
10 Jahre  
+21.19%
seit Beginn  
+188.11%
Jahr
2023  
+8.77%
2022
  -11.85%
2021  
+12.48%
2020
  -0.63%
2019  
+10.10%
2018
  -5.43%
2017  
+3.01%
2016  
+8.46%
2015
  -5.27%
 

Ausschüttungen

02.01.2018 0.03 EUR
02.10.2017 0.18 EUR
04.10.2016 0.25 EUR
01.10.2015 0.23 EUR
01.10.2014 0.26 EUR
01.10.2013 0.18 EUR
01.10.2012 0.20 EUR
04.10.2011 1.17 EUR
01.10.2010 0.38 EUR
01.10.2009 0.18 EUR
01.10.2008 0.17 EUR
01.10.2007 0.14 EUR
02.10.2006 0.12 EUR
04.10.2005 0.11 EUR
01.10.2004 0.08 EUR
01.10.2003 0.11 EUR
01.10.2002 0.11 EUR
01.10.2001 0.18 EUR
02.10.2000 0.10 EUR