NAV2024-10-29 Chg.+616.3125 Type of yield Investment Focus Investment company
278,668.0625EUR +0.22% reinvestment Equity Worldwide Crédit Mutuel AM 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - -5.81 -8.85 9.66 3.37 3.09 1.40 5.91 0.07 -1.52 6.31 2.13 +13.81%
2021 -1.40 1.60 4.06 3.16 0.43 4.82 1.77 0.92 -3.64 6.50 0.85 2.65 +23.54%
2022 -7.05 -5.98 1.32 -3.27 -3.83 -5.24 10.85 -4.29 -6.46 3.72 4.68 -5.77 -20.75%
2023 7.14 -0.67 2.85 0.60 0.87 3.12 0.18 -1.81 -3.45 -1.61 5.64 2.32 +15.70%
2024 3.69 7.49 1.42 -2.52 2.73 3.51 -3.31 2.30 0.02 2.46 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.75% 13.42% 12.12% 14.61% -%
Sharpe ratio 1.58 0.89 2.16 0.07 -
Best month +7.49% +3.51% +7.49% +10.85% +10.85%
Worst month -3.31% -3.31% -3.31% -7.05% -8.85%
Maximum loss -11.40% -11.40% -11.40% -25.35% -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
CM-AM GLOBAL LEADERS ER reinvestment 191.0400 +27.89% +9.41%
CM-AM GLOBAL LEADERS IC reinvestment 278,668.0625 +29.17% +12.74%
CM-AM GLOBAL LEADERS RC reinvestment 2,534.3899 +28.01% +9.53%
CM-AM GLOBAL LEADERS S reinvestment 2,674.4500 +28.91% +12.06%

Performance

YTD  
+18.76%
6 Months  
+7.25%
1 Year  
+29.17%
3 Years  
+12.74%
5 Years     -
10 Years     -
Since start  
+53.10%
Year
2023  
+15.70%
2022
  -20.75%
2021  
+23.54%
2020  
+13.81%