CM-AM GLOBAL LEADERS IC/ FR0012287423 /
| NAV07/06/2024 | Chg.+1501.7500 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 272,859.4063EUR | +0.55% | reinvestment | Equity Worldwide | Crédit Mutuel AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 2.74 | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.78% | 10.43% | 10.46% | 14.09% | -% |
| Ratio de Sharpe | 3.55 | 3.36 | 1.48 | 0.21 | - |
| Le meilleur mois | +7.49% | +7.49% | +7.49% | +10.85% | +10.85% |
| Le plus défavorable mois | -2.52% | -2.52% | -3.45% | -7.05% | -8.85% |
| Perte maximale | -4.48% | -4.48% | -8.12% | -25.35% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| CM-AM GLOBAL LEADERS ER | reinvestment | 187.7900 | +18.07% | +17.87% | |
| CM-AM GLOBAL LEADERS IC | reinvestment | 272,859.4063 | +19.25% | +21.42% | |
| CM-AM GLOBAL LEADERS RC | reinvestment | 2,490.3899 | +18.16% | +17.93% | |
| CM-AM GLOBAL LEADERS S | reinvestment | 2,620.7700 | +19.02% | +20.70% |
Performance
| CAD | +16.29% | ||
|---|---|---|---|
| 6 Mois | +17.76% | ||
| 1 An | +19.25% | ||
| 3 Ans | +21.42% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +49.91% | ||
| Année | |||
| 2023 | +15.70% | ||
| 2022 | -20.75% | ||
| 2021 | +23.54% | ||
| 2020 | +13.81% | ||
