CM-AM GLOBAL LEADERS ER/ FR0013224797 /
| NAV29/05/2024 | Chg.-1.1700 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 183.5100EUR | -0.63% | reinvestment | Equity Worldwide | Crédit Mutuel AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | -5.85 | -8.89 | 9.62 | 3.33 | 3.05 | 1.36 | 5.86 | 0.03 | -1.55 | 6.26 | 2.09 | +13.24% |
| 2021 | -1.44 | 1.56 | 4.02 | 3.11 | 0.38 | 4.78 | 1.69 | 0.83 | -3.71 | 6.42 | 0.77 | 2.56 | +22.60% |
| 2022 | -7.12 | -6.06 | 1.23 | -3.35 | -3.91 | -5.32 | 10.76 | -4.38 | -6.54 | 3.63 | 4.60 | -5.84 | -21.53% |
| 2023 | 7.05 | -0.75 | 2.77 | 0.52 | 0.78 | 3.04 | 0.10 | -1.89 | -3.52 | -1.70 | 5.56 | 2.24 | +14.55% |
| 2024 | 3.59 | 7.40 | 1.34 | -2.61 | 3.03 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.79% | 10.21% | 10.54% | 14.07% | -% |
| Ratio de Sharpe | 2.95 | 3.14 | 1.19 | 0.08 | - |
| Le meilleur mois | +7.40% | +7.40% | +7.40% | +10.76% | +10.76% |
| Le plus défavorable mois | -2.61% | -2.61% | -3.52% | -7.12% | -8.89% |
| Perte maximale | -4.56% | -4.56% | -8.34% | -25.78% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| CM-AM GLOBAL LEADERS ER | reinvestment | 183.5100 | +16.30% | +15.69% | |
| CM-AM GLOBAL LEADERS IC | reinvestment | 266,576.8125 | +17.47% | +19.16% | |
| CM-AM GLOBAL LEADERS RC | reinvestment | 2,433.5901 | +16.39% | +15.73% | |
| CM-AM GLOBAL LEADERS S | reinvestment | 2,560.5500 | +17.23% | +18.45% |
Performance
| CAD | +13.14% | ||
|---|---|---|---|
| 6 Mois | +16.40% | ||
| 1 An | +16.30% | ||
| 3 Ans | +15.69% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +41.18% | ||
| Année | |||
| 2023 | +14.55% | ||
| 2022 | -21.53% | ||
| 2021 | +22.60% | ||
| 2020 | +13.24% | ||
