Amundi Fds.Gl.Eq.Inc.Sus. C USD/ LU1883321611 /
| NAV16/05/2024 | Chg.-0.5800 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 137.7600USD | -0.42% | reinvestment | Equity Worldwide | Amundi Luxembourg ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | -1.94 | -2.00 | -3.62 | -9.46 | -9.71 | 12.25 | -3.47 | -0.40 | - |
| 2012 | 4.77 | 4.59 | -0.07 | -2.39 | -8.81 | 4.88 | 0.66 | 2.07 | 2.86 | 0.16 | 1.77 | 0.56 | +10.74% |
| 2013 | 5.30 | -1.48 | 1.87 | 2.82 | 0.09 | -2.09 | 4.43 | -1.74 | 4.84 | 3.13 | 1.50 | 1.04 | +21.17% |
| 2014 | -2.63 | 5.31 | 0.13 | 0.53 | 1.89 | 0.97 | -2.40 | 0.10 | -3.01 | -0.47 | 1.96 | -2.40 | -0.35% |
| 2015 | -1.63 | 5.07 | -2.27 | 2.26 | -0.63 | -2.22 | 1.83 | -5.43 | -3.63 | 6.33 | -1.00 | -1.64 | -3.56% |
| 2016 | -4.43 | -1.24 | 5.77 | -0.16 | 0.75 | -3.61 | 3.07 | -0.40 | -0.09 | -1.73 | 0.58 | 2.59 | +0.68% |
| 2017 | 0.73 | 2.19 | 1.31 | 0.73 | 1.75 | 0.31 | 1.41 | -0.46 | 2.58 | 0.83 | 1.56 | 0.78 | +14.59% |
| 2018 | 3.21 | -5.12 | -1.74 | 1.82 | -2.41 | -0.20 | 2.88 | -0.86 | 0.86 | -5.53 | -0.25 | -5.74 | -12.81% |
| 2019 | 5.75 | 2.22 | 0.28 | 1.98 | -4.60 | 4.74 | 0.39 | -1.95 | 2.78 | 2.19 | 1.49 | 2.55 | +18.87% |
| 2020 | -1.67 | -8.90 | -11.50 | 7.37 | 3.65 | 3.02 | 2.22 | 4.87 | -5.27 | -3.64 | 13.39 | 4.71 | +5.60% |
| 2021 | -0.66 | 2.86 | 3.86 | 1.75 | 1.85 | -0.15 | 1.56 | 3.09 | -4.02 | 3.27 | -2.81 | 5.89 | +17.28% |
| 2022 | -1.11 | -1.86 | 1.41 | -5.10 | 1.16 | -7.82 | 3.75 | -3.71 | -8.24 | 8.32 | 7.32 | -2.42 | -9.44% |
| 2023 | 3.44 | -0.57 | 1.67 | 1.27 | -2.00 | 4.75 | 2.31 | -1.58 | -3.30 | -2.17 | 7.54 | 4.77 | +16.68% |
| 2024 | 1.67 | 3.17 | 3.24 | -3.00 | 4.78 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 8.47% | 7.95% | 9.08% | 12.22% | 15.47% |
| Ratio de Sharpe | 3.05 | 4.34 | 2.10 | 0.29 | 0.37 |
| Le meilleur mois | +4.78% | +7.54% | +7.54% | +8.32% | +13.39% |
| Le plus défavorable mois | -3.00% | -3.00% | -3.30% | -8.24% | -11.50% |
| Perte maximale | -4.58% | -4.58% | -8.47% | -22.52% | -31.56% |
| Surperformance | -0.03% | - | -2.03% | -9.83% | -24.40% |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Amundi Fds.Gl.Eq.Inc.Sus. A2 EUR | paying dividend | 68.9300 | +24.12% | +42.12% | |
| Amundi Fds.Gl.Eq.Inc.Sus. A2 USD | paying dividend | 61.9100 | +24.16% | - | |
| Amundi Fds.Gl.Eq.Inc.Sus. C USD | reinvestment | 137.7600 | +22.93% | +23.51% | |
| Amundi Fds.Gl.Eq.Inc.Sus. M2 EUR... | paying dividend | 1,075.5500 | +25.25% | +32.57% | |
| Amundi Fds.Gl.Eq.Inc.Sus. E2 EUR | reinvestment | 14.3000 | +24.12% | +42.15% | |
| Amundi Fds.Gl.Eq.Inc.Sus. C USD | paying dividend | 66.4100 | +22.94% | +23.53% | |
| Amundi Fds.Gl.Eq.Inc.Sus. E2 EUR | paying dividend | 5.6670 | +24.13% | +42.15% | |
| Amundi Fds.Gl.Eq.Inc.Sus. E2 EUR | paying dividend | 6.3740 | +24.12% | +42.20% | |
| Amundi Fds.Gl.Eq.Inc.Sus.F2 EUR | reinvestment | 12.6430 | +23.02% | +38.42% | |
| Amundi Fds.Gl.Eq.Inc.Sus.G2 EUR | paying dividend | 6.4690 | +23.81% | +41.07% | |
| Amundi Fds.Gl.Eq.Inc.Sus. P2 USD | reinvestment | 99.2700 | +24.87% | +29.36% | |
| Amundi Fds.Gl.Eq.Inc.Sus. P2 USD | paying dividend | 69.6100 | +24.97% | +31.07% | |
| Amundi Fds.Gl.Eq.Inc.Sus. QD USD | paying dividend | 62.9200 | +22.97% | +23.57% | |
| Amundi Fds.Gl.Eq.Inc.Sus. R2 EUR | reinvestment | 91.5600 | +24.88% | +44.76% | |
| Amundi Fds.Gl.Eq.Inc.Sus. R2 EUR | paying dividend | 73.6700 | +24.87% | +44.75% | |
| Amundi Fds.Gl.Eq.Inc.Sus. R2 EUR | paying dividend | 69.7000 | +24.88% | +44.78% | |
| Amundi Fds.Gl.Eq.Inc.Sus. R2 GBP | paying dividend | 63.2700 | +23.23% | +44.21% | |
| Amundi Fds.Gl.Eq.Inc.Sus. R2 USD | paying dividend | 79.7900 | +24.93% | +29.58% | |
| Amundi Fds.Gl.Eq.Inc.Sus. R2 USD | paying dividend | 69.0000 | +24.91% | +29.57% | |
| AMUNDI FUNDS GLOBAL EQUITY SUSTA... | reinvestment | 1,804.7500 | +25.28% | +46.22% | |
| AMUNDI FUNDS GLOBAL EQUITY SUSTA... | paying dividend | 1,523.9500 | +25.28% | +46.22% | |
| AMUNDI FUNDS GLOBAL EQUITY SUSTA... | paying dividend | 1,233.5100 | +24.78% | - | |
| AMUNDI FUNDS GLOBAL EQUITY SUSTA... | reinvestment | 6.4960 | +23.83% | - | |
| AMUNDI FUNDS GLOBAL EQUITY SUSTA... | reinvestment | 1,267.7300 | +23.73% | - | |
| Amundi Fds.Gl.Eq.Inc.Sus. I2 USD | reinvestment | 3,679.4800 | +25.44% | +31.26% | |
| Amundi Fds.Gl.Eq.Inc.Sus. I2 EUR | paying dividend | 1,426.8900 | +25.40% | +46.66% | |
| Amundi Fds.Gl.Eq.Inc.Sus. I2 EUR | reinvestment | 3,385.9500 | +25.40% | +46.70% | |
| Amundi Fds.Gl.Eq.Inc.Sus.A2 EUR | reinvestment | 143.0600 | +24.13% | +42.18% | |
| Amundi Fds.Gl.Eq.Inc.Sus. A2 USD | paying dividend | 76.8900 | +24.16% | +27.27% | |
| Amundi Fds.Gl.Eq.Inc.Sus. A2 USD | reinvestment | 155.5000 | +24.16% | +27.26% | |
| Amundi Fds.Gl.Eq.Inc.Sus. A2 CZK... | paying dividend | 1,325.9900 | +27.41% | +43.46% | |
| Amundi Fds.Gl.Eq.Inc.Sus. A2 EUR | paying dividend | 70.9400 | +24.12% | +42.20% |
Performance
| CAD | +10.07% | ||
|---|---|---|---|
| 6 Mois | +17.44% | ||
| 1 An | +22.93% | ||
| 3 Ans | +23.51% | ||
| 5 Ans | +58.07% | ||
| 10 ans | +60.47% | ||
| Depuis le début | +89.67% | ||
| Année | |||
| 2023 | +16.68% | ||
| 2022 | -9.44% | ||
| 2021 | +17.28% | ||
| 2020 | +5.60% | ||
| 2019 | +18.87% | ||
| 2018 | -12.81% | ||
| 2017 | +14.59% | ||
| 2016 | +0.68% | ||
| 2015 | -3.56% | ||
