Amundi Ind.Sol.MSCI Eur.Hi.Div.F.UE/ LU1681041973 /
NAV2024-04-18 | Chg.+0.4859 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
170.7619EUR | +0.29% | reinvestment | Equity Europe | Amundi Luxembourg ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | -2.60 | -2.10 | 6.46 | -1.84 | -0.66 | 3.28 | -1.65 | 1.19 | -2.62 | 0.17 | -4.44 | -5.16% |
2019 | 6.61 | 3.58 | 1.37 | 2.79 | -5.29 | 4.48 | -0.93 | -1.42 | 5.78 | 2.22 | 1.76 | 2.96 | +25.98% |
2020 | -2.16 | -9.35 | -15.93 | 5.60 | 1.87 | 3.22 | -2.16 | 1.36 | -1.46 | -5.57 | 15.57 | 2.37 | -9.59% |
2021 | -0.69 | 0.69 | 6.99 | 0.45 | 1.49 | 0.87 | 1.63 | 1.32 | -4.22 | 3.22 | -0.98 | 6.43 | +18.03% |
2022 | 3.40 | -1.55 | 1.74 | 2.26 | -0.18 | -8.07 | 4.17 | -3.54 | -6.33 | 6.60 | 6.47 | -2.64 | +1.09% |
2023 | 4.56 | 0.87 | -0.10 | 2.21 | -3.87 | 2.86 | 3.71 | -2.90 | 0.96 | -2.45 | 5.31 | 3.01 | +14.58% |
2024 | -0.37 | 0.19 | 4.07 | -1.44 | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 7.88% | 8.24% | 9.85% | 12.16% | 17.05% |
Sharpe ratio | 0.57 | 1.71 | 0.47 | 0.37 | 0.17 |
Best month | +4.07% | +5.31% | +5.31% | +6.60% | +15.57% |
Worst month | -1.44% | -2.45% | -3.87% | -8.07% | -15.93% |
Maximum loss | -3.26% | -3.26% | -5.77% | -15.52% | -38.21% |
Outperformance | -3.56% | - | -4.40% | - | - |
All quotes in EUR
Performance
YTD | +2.40% | ||
---|---|---|---|
6 Months | +8.61% | ||
1 Year | +8.51% | ||
3 Years | +27.30% | ||
5 Years | +38.94% | ||
Since start | +51.21% | ||
Year | |||
2023 | +14.58% | ||
2022 | +1.09% | ||
2021 | +18.03% | ||
2020 | -9.59% | ||
2019 | +25.98% | ||
2018 | -5.16% |