Amundi ST.Europe 600 Insurance UE A./ LU1834987973 /
| NAV12/06/2024 | Diferencia+0.5694 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 62.2381EUR | +0.92% | reinvestment | Equity Europe | Amundi Asset Mgmt. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | 6.18 | -0.25 | 6.63 | -4.31 | 5.10 | -1.52 | -5.52 | 8.18 | 2.27 | 2.23 | 2.14 | +22.09% |
| 2020 | -1.10 | -10.74 | -19.85 | 4.70 | -1.22 | 9.01 | -2.83 | 4.51 | -6.63 | -6.98 | 24.92 | 2.41 | -10.00% |
| 2021 | -5.09 | 9.20 | 8.36 | -1.64 | 1.62 | -3.04 | 0.81 | 4.51 | -1.41 | 5.16 | -4.91 | 6.02 | +19.84% |
| 2022 | 5.11 | -7.82 | 4.87 | -2.02 | -1.59 | -5.60 | 1.37 | 0.10 | -5.21 | 7.04 | 8.69 | -0.28 | +3.21% |
| 2023 | 6.30 | 0.38 | -5.28 | 5.36 | -2.76 | 1.57 | 1.57 | -0.30 | 0.26 | -0.05 | 4.45 | 1.53 | +13.20% |
| 2024 | 2.31 | 3.71 | 4.61 | -3.49 | 5.71 | -0.87 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 11.06% | 10.92% | 11.32% | 16.72% | 22.66% |
| Índice de Sharpe | 2.35 | 1.66 | 1.56 | 0.49 | 0.24 |
| El mes mejor | +5.71% | +5.71% | +5.71% | +8.69% | +24.92% |
| El mes peor | -3.49% | -3.49% | -3.49% | -7.82% | -19.85% |
| Pérdida máxima | -5.44% | -5.44% | -5.98% | -18.37% | -46.69% |
| Rendimiento superior | +10.51% | - | +10.72% | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Amundi ST.Europe 600 Insurance U... | reinvestment | 62.2381 | +21.43% | +40.01% | |
| Amundi ST.Europe 600 Insurance U... | paying dividend | 78.5245 | +21.43% | +40.03% |
Performance
| Año hasta la fecha | +12.25% | ||
|---|---|---|---|
| 6 Meses | +10.35% | ||
| Promedio móvil | +21.43% | ||
| 3 Años | +40.01% | ||
| 5 Años | +54.98% | ||
| 10 Años | - | ||
| Desde el principio | +72.71% | ||
| Año | |||
| 2023 | +13.20% | ||
| 2022 | +3.21% | ||
| 2021 | +19.84% | ||
| 2020 | -10.00% | ||
| 2019 | +22.09% | ||
