Amundi Index Sol. EUR.STOXX 50 UE DR EUR/ LU1681047319 /
| NAV09/05/2024 | Diferencia+0.4448 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 80.7974EUR | +0.55% | paying dividend | Equity Euroland | Amundi Luxembourg ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | -2.16 | 5.87 | -2.22 | -0.17 | 3.95 | -3.72 | 0.29 | -5.88 | -0.71 | -7.26 | - |
| 2019 | 7.84 | 4.41 | 1.84 | 5.42 | -5.25 | 6.04 | -0.07 | -1.08 | 4.26 | 1.12 | 2.78 | 1.21 | +31.65% |
| 2020 | -2.65 | -8.45 | -16.21 | 5.35 | 4.86 | 6.44 | -1.52 | 3.18 | -2.32 | -7.30 | 18.05 | 1.77 | -2.93% |
| 2021 | -1.86 | 4.54 | 7.89 | 1.88 | 2.47 | 0.70 | 0.74 | 2.62 | -3.22 | 5.16 | -4.32 | 5.79 | +23.93% |
| 2022 | -2.76 | -5.92 | -0.44 | -2.03 | 1.15 | -8.73 | 7.46 | -5.10 | -5.55 | 9.10 | 9.71 | -4.23 | -9.04% |
| 2023 | 9.92 | 1.90 | 1.98 | 1.71 | -1.98 | 4.35 | 1.77 | -3.84 | -2.78 | -2.64 | 8.08 | 3.21 | +22.79% |
| 2024 | 2.97 | 5.06 | 4.36 | -2.31 | 3.11 | - | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.79% | 10.03% | 11.99% | 17.57% | 20.50% |
| Índice de Sharpe | 3.75 | 4.48 | 1.39 | 0.42 | 0.38 |
| El mes mejor | +5.06% | +8.08% | +8.08% | +9.92% | +18.05% |
| El mes peor | -2.31% | -2.31% | -3.84% | -8.73% | -16.21% |
| Pérdida máxima | -3.16% | -3.16% | -10.07% | -23.37% | -38.24% |
| Rendimiento superior | +4.67% | - | +4.48% | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Amundi Index Sol. EUR.STOXX 50 U... | reinvestment | 137.0829 | +18.38% | +21.46% | |
| Amundi Index Sol. EUR.STOXX 50 U... | reinvestment | 127.2049 | +20.34% | +37.06% | |
| Amundi Index Sol. EUR.STOXX 50 U... | paying dividend | 80.7974 | +20.43% | +37.15% |
Performance
| Año hasta la fecha | +13.72% | ||
|---|---|---|---|
| 6 Meses | +21.78% | ||
| Promedio móvil | +20.43% | ||
| 3 Años | +37.15% | ||
| 5 Años | +72.83% | ||
| 10 Años | - | ||
| Desde el principio | +79.48% | ||
| Año | |||
| 2023 | +22.79% | ||
| 2022 | -9.04% | ||
| 2021 | +23.93% | ||
| 2020 | -2.93% | ||
| 2019 | +31.65% | ||
Dividendos
| 12/12/2023 | 2.00 EUR |
| 08/11/2022 | 1.75 EUR |
| 16/11/2021 | 1.24 EUR |
| 25/11/2020 | 1.15 EUR |
| 25/11/2019 | 1.67 EUR |
| 27/11/2018 | 1.44 EUR |
