Candriam Sustainable Equity World, R - Capitalisation/ LU1434528169 /
NAV16/05/2024 | Diferencia-0.5400 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
240.3300EUR | -0.22% | reinvestment | Equity Worldwide | Candriam ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | 10.63 | -3.00 | -6.71 | 6.24 | 2.21 | -8.28 | - |
2023 | 6.04 | 0.44 | 0.08 | 0.38 | 1.79 | 3.23 | 1.01 | -1.37 | -2.21 | -3.44 | 6.20 | 4.20 | +17.06% |
2024 | 3.36 | 4.20 | 2.67 | -3.39 | 3.33 | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 9.67% | 9.28% | 10.18% | -% | -% |
Índice de Sharpe | 2.78 | 3.62 | 1.61 | - | - |
El mes mejor | +4.20% | +6.20% | +6.20% | - | - |
El mes peor | -3.39% | -3.39% | -3.44% | - | - |
Pérdida máxima | -4.71% | -4.71% | -8.27% | - | - |
Rendimiento superior | +0.85% | - | +1.55% | - | - |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
Candriam Sustainable Equity Worl... | reinvestment | 240.3300 | +20.17% | - | |
Candriam Sustainable Equity Worl... | reinvestment | 295.0200 | +18.57% | - | |
Candriam Sustainable Equity Worl... | reinvestment | 112.8300 | +19.18% | - | |
Candriam Sustainable Equity Worl... | reinvestment | 155.4200 | +18.55% | - | |
Candriam Sustainable Equity Worl... | reinvestment | 1,106.4500 | - | - | |
Candriam Sustainable Equity Worl... | reinvestment | 1,105.9800 | - | - | |
Candriam Sustain.Eq.World I-AH E... | reinvestment | 710.2700 | +19.89% | +31.94% | |
Candriam Sustain.Eq.World I EUR ... | paying dividend | 3,116.4900 | +20.34% | +31.64% | |
Candriam Sustain.Eq.World C EUR ... | paying dividend | 30.3700 | +19.02% | +26.39% | |
Candriam Sustain.Eq.World C EUR ... | reinvestment | 35.7400 | +19.13% | +27.50% |
Performance
Año hasta la fecha | +10.40% | ||
---|---|---|---|
6 Meses | +17.06% | ||
Promedio móvil | +20.17% | ||
3 Años | - | ||
5 Años | - | ||
10 Años | - | ||
Desde el principio | +33.10% | ||
Año | |||
2023 | +17.06% |