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Candriam Sustainable Equity World, R - Capitalisation/  LU1434528169  /

Fonds
NAV21/05/2024 Chg.+1.1000 Type of yield Investment Focus Investment company
241.4000EUR +0.46% reinvestment Equity Worldwide Candriam ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 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 3.79 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.54% 9.27% 10.10% -% -%
Sharpe ratio 2.84 3.58 1.42 - -
Best month +4.20% +6.20% +6.20% - -
Worst month -3.39% -3.39% -3.44% - -
Maximum loss -4.71% -4.71% -8.27% - -
Outperformance +0.85% - +1.55% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Candriam Sustainable Equity Worl... reinvestment 241.4000 +18.13% -
Candriam Sustainable Equity Worl... reinvestment 294.8100 +15.97% -
Candriam Sustainable Equity Worl... reinvestment 113.2200 +17.79% -
Candriam Sustainable Equity Worl... reinvestment 156.0800 +16.55% -
Candriam Sustainable Equity Worl... reinvestment 1,111.4399 - -
Candriam Sustainable Equity Worl... reinvestment 1,110.9600 - -
Candriam Sustain.Eq.World I-AH E... reinvestment 708.5700 +19.00% +31.62%
Candriam Sustain.Eq.World I EUR ... paying dividend 3,130.4399 +18.31% +32.41%
Candriam Sustain.Eq.World C EUR ... paying dividend 30.5000 +17.00% +27.12%
Candriam Sustain.Eq.World C EUR ... reinvestment 35.8900 +17.10% +28.22%

Performance

YTD  
+10.89%
6 Months  
+16.89%
1 Year  
+18.13%
3 Years     -
5 Years     -
10 Years     -
Since start  
+33.70%
Year
2023  
+17.06%