Amundi EURO STOXX 50 II UE DHtCHF-A./ FR0012399731 /
| NAV07/05/2024 | Chg.+1.9246 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 166.0511CHF | +1.17% | reinvestment | Equity Euroland | Amundi Asset Mgmt. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 7.83 | - |
| 2017 | -1.78 | 2.83 | 5.63 | 2.02 | 1.17 | -2.99 | 0.11 | -0.72 | 5.13 | 2.26 | -2.82 | -1.79 | +8.95% |
| 2018 | 3.06 | -4.62 | -2.22 | 5.89 | -2.19 | -0.22 | 3.89 | -3.70 | 0.26 | -5.95 | -0.75 | -5.33 | -11.96% |
| 2019 | 5.47 | 4.35 | 1.76 | 5.44 | -5.26 | 5.95 | -0.13 | -1.11 | 4.21 | 1.10 | 2.76 | 1.13 | +28.17% |
| 2020 | -2.66 | -8.42 | -16.09 | 5.31 | 4.85 | 6.54 | -1.62 | 3.16 | -2.34 | -7.29 | 18.14 | 1.78 | -2.78% |
| 2021 | -1.88 | 4.47 | 7.90 | 1.85 | 2.43 | 0.64 | 0.67 | 2.59 | -3.26 | 5.06 | -4.28 | 5.80 | +23.44% |
| 2022 | -2.78 | -5.89 | -0.25 | -2.04 | 1.15 | -8.85 | 7.30 | -5.11 | -5.47 | 9.18 | 9.49 | -4.45 | -9.40% |
| 2023 | 9.84 | 1.76 | 1.89 | 1.54 | -2.13 | 4.12 | 1.51 | -4.05 | -2.98 | -2.78 | 7.83 | 2.95 | +20.18% |
| 2024 | 2.80 | 4.90 | 4.17 | -2.55 | 2.01 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.95% | 10.25% | 12.01% | 17.51% | 20.43% |
| Ratio de Sharpe | 3.10 | 4.27 | 1.06 | 0.32 | 0.32 |
| Le meilleur mois | +4.90% | +7.83% | +7.83% | +9.84% | +18.14% |
| Le plus défavorable mois | -2.55% | -2.55% | -4.05% | -8.85% | -16.09% |
| Perte maximale | -3.30% | -3.34% | -10.58% | -23.33% | -38.01% |
| Surperformance | +1.47% | - | +0.76% | +19.97% | - |
Toutes les cotations dans CHF
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Amundi EURO STOXX 50 II UE DHtCH... | reinvestment | 166.0511 | +16.41% | +30.75% | |
| AMUNDI EURO STOXX 50 II UCITS ET... | reinvestment | 53.5126 | +19.15% | +35.27% | |
| Amundi EURO STOXX 50 II UE DHtUS... | reinvestment | 253.0557 | +21.46% | +43.93% | |
| Amundi EURO STOXX 50 II UE DHtGB... | reinvestment | 205.7793 | +20.60% | +39.68% |
Performance
| CAD | +11.68% | ||
|---|---|---|---|
| 6 Mois | +21.28% | ||
| 1 An | +16.41% | ||
| 3 Ans | +30.75% | ||
| 5 Ans | +63.07% | ||
| Depuis le début | +93.95% | ||
| Année | |||
| 2023 | +20.18% | ||
| 2022 | -9.40% | ||
| 2021 | +23.44% | ||
| 2020 | -2.78% | ||
| 2019 | +28.17% | ||
| 2018 | -11.96% | ||
| 2017 | +8.95% | ||
