Amundi Index Sol. EUR.STOXX 50 UE DR USD/ LU1681047400 /
| NAV21/05/2024 | Chg.-0.6209 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 138.6516USD | -0.45% | reinvestment | Equity Euroland | Amundi Luxembourg ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | -1.34 | 4.00 | -5.53 | -0.14 | 4.18 | -4.26 | 0.12 | -8.19 | -0.78 | -6.60 | - |
| 2019 | 8.52 | 3.61 | 0.43 | 5.21 | -5.79 | 8.36 | -2.30 | -2.16 | 3.22 | 3.48 | 1.57 | 3.03 | +29.60% |
| 2020 | -3.89 | -9.26 | -16.30 | 5.16 | 6.49 | 7.47 | 3.69 | 4.35 | -4.22 | -7.92 | 21.23 | 4.10 | +5.81% |
| 2021 | -2.56 | 4.45 | 4.47 | 4.35 | 4.07 | -2.33 | 0.73 | 2.16 | -4.99 | 5.01 | -6.93 | 6.88 | +15.18% |
| 2022 | -4.15 | -5.73 | -1.37 | -7.11 | 2.71 | -10.93 | 4.81 | -6.42 | -7.98 | 10.07 | 14.30 | -0.73 | -14.64% |
| 2023 | 11.86 | -0.50 | 4.48 | 3.35 | -5.34 | 6.78 | 2.84 | -5.35 | -5.17 | -2.80 | 11.56 | 4.49 | +27.04% |
| 2024 | 1.25 | 4.65 | 4.15 | -3.29 | 5.11 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 13.18% | 12.44% | 15.13% | 21.49% | 23.15% |
| Ratio de Sharpe | 2.36 | 2.94 | 1.01 | 0.15 | 0.30 |
| Le meilleur mois | +5.11% | +11.56% | +11.56% | +14.30% | +21.23% |
| Le plus défavorable mois | -3.29% | -3.29% | -5.35% | -10.93% | -16.30% |
| Perte maximale | -4.99% | -4.99% | -13.99% | -34.69% | -39.00% |
| Surperformance | +4.48% | - | +4.25% | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Amundi Index Sol. EUR.STOXX 50 U... | reinvestment | 138.6516 | +19.12% | +22.30% | |
| Amundi Index Sol. EUR.STOXX 50 U... | reinvestment | 127.6714 | +18.45% | +37.26% | |
| Amundi Index Sol. EUR.STOXX 50 U... | paying dividend | 81.0958 | +18.54% | +37.36% |
Performance
| CAD | +12.18% | ||
|---|---|---|---|
| 6 Mois | +18.34% | ||
| 1 An | +19.12% | ||
| 3 Ans | +22.30% | ||
| 5 Ans | +66.35% | ||
| 10 ans | - | ||
| Depuis le début | +56.65% | ||
| Année | |||
| 2023 | +27.04% | ||
| 2022 | -14.64% | ||
| 2021 | +15.18% | ||
| 2020 | +5.81% | ||
| 2019 | +29.60% | ||
