Candriam Eq.L Rob.&In.T.R-H GBP Acc/ LU1613217964 /
| NAV07.06.2024 | Diff.-0.4600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 335.9300GBP | -0.14% | thesaurierend | Aktien weltweit | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | 6.18 | 1.60 | -0.70 | - |
| 2018 | 9.96 | -3.01 | -4.04 | -1.46 | 4.02 | -2.12 | 1.19 | 5.25 | -2.06 | -11.61 | 1.90 | -8.30 | -11.53% |
| 2019 | 9.83 | 4.68 | 1.90 | 7.78 | -11.16 | 8.00 | 0.41 | -4.02 | 2.79 | 3.87 | 4.83 | 2.69 | +34.20% |
| 2020 | -1.09 | -5.90 | -11.25 | 13.26 | 8.90 | 5.00 | 6.82 | 6.08 | -1.87 | -0.28 | 13.96 | 5.52 | +42.64% |
| 2021 | 2.54 | 0.95 | -0.67 | 3.06 | -0.42 | 3.38 | 2.32 | 3.92 | -5.26 | 5.59 | -0.82 | 2.16 | +17.57% |
| 2022 | -11.44 | -3.83 | 0.49 | -12.33 | 0.06 | -11.61 | 11.87 | -6.31 | -11.86 | 5.23 | 8.96 | -6.02 | -33.94% |
| 2023 | 11.51 | -0.42 | 6.53 | -4.65 | 8.20 | 5.10 | 2.73 | -3.95 | -5.75 | -4.64 | 13.84 | 7.35 | +39.01% |
| 2024 | 2.78 | 6.97 | 1.89 | -5.18 | 3.34 | 2.61 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17.91% | 17.29% | 16.83% | 22.61% | 23.02% |
| Sharpe Ratio | 1.57 | 2.39 | 1.32 | 0.04 | 0.49 |
| Bester Monat | +7.35% | +7.35% | +13.84% | +13.84% | +13.96% |
| Schlechtester Monat | -5.18% | -5.18% | -5.75% | -12.33% | -12.33% |
| Maximaler Verlust | -9.80% | -9.80% | -15.41% | -42.59% | -42.59% |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Candriam Eq.L Rob.&In.T.R EUR Ac... | thesaurierend | 445.5300 | +25.84% | +36.04% | |
| Candriam Eq.L Rob.&In.T.R-H EUR ... | thesaurierend | 272.4700 | +24.34% | - | |
| Candriam Eq.L Rob.&In.T.R USD Di... | ausschüttend | 302.0500 | +27.07% | +20.69% | |
| Candriam Equities L Rob.& In.T.C... | thesaurierend | 400.4600 | +24.79% | +32.65% | |
| Candriam Eq.L Rob.&In.T.C-H EUR ... | thesaurierend | 266.3700 | +23.30% | +8.21% | |
| Candriam Eq.L Rob.&In.T.I EUR Ac... | thesaurierend | 3'913.4800 | +25.97% | +36.45% | |
| Candriam Eq.L Rob.&In.T.N-H EUR ... | thesaurierend | 276.3700 | +22.80% | +7.02% | |
| Candriam Eq.L Rob.&In.T.R-H GBP ... | thesaurierend | 335.9300 | +25.92% | +14.85% | |
| Candriam Equities L Robotics & I... | thesaurierend | 1'924.4900 | +26.96% | - | |
| Candriam Eq.L Rob.&In.T.I USD Ac... | thesaurierend | 4'627.0098 | +27.20% | +21.06% | |
| Candriam Equities L Robotics & I... | thesaurierend | 153.6400 | - | - | |
| Candriam Eq.L Rob.&In.T.C USD Ac... | thesaurierend | 433.0000 | +26.00% | +17.68% | |
| Candriam Eq.L Rob.&In.T.C USD Di... | ausschüttend | 393.3300 | +26.00% | +17.68% | |
| Candriam Eq.L Rob.&In.T.R USD Ac... | thesaurierend | 459.7300 | +25.42% | +20.85% |
Performance
| lfd. Jahr | +12.64% | ||
|---|---|---|---|
| 6 Monate | +20.38% | ||
| 1 Jahr | +25.92% | ||
| 3 Jahre | +14.85% | ||
| 5 Jahre | +100.78% | ||
| 10 Jahre | - | ||
| seit Beginn | +123.95% | ||
| Jahr | |||
| 2023 | +39.01% | ||
| 2022 | -33.94% | ||
| 2021 | +17.57% | ||
| 2020 | +42.64% | ||
| 2019 | +34.20% | ||
| 2018 | -11.53% | ||
