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CM-AM GLOBAL LEADERS RC/  FR0012287381  /

Fonds
NAV2024-04-17 Chg.-17.6301 Type of yield Investment Focus Investment company
2,358.1799EUR -0.74% reinvestment Equity Worldwide Crédit Mutuel AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - - - - - - - -6.99 -
2019 6.82 4.41 3.95 4.39 -4.74 4.61 1.51 -0.05 0.35 0.85 3.43 1.90 +30.51%
2020 0.05 -5.88 -8.93 9.57 3.28 3.00 1.31 5.82 -0.01 -1.60 6.22 2.04 +14.29%
2021 -1.47 1.52 3.97 3.07 0.34 4.74 1.69 0.83 -3.72 6.42 0.77 2.57 +22.31%
2022 -7.13 -6.05 1.23 -3.35 -3.91 -5.32 10.76 -4.38 -6.54 3.63 4.60 -5.84 -21.54%
2023 7.05 -0.75 2.76 0.52 0.78 3.04 0.10 -1.89 -3.51 -1.69 5.56 2.25 +14.59%
2024 3.60 7.41 1.35 -2.75 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.98% 10.59% 10.58% 14.05% 16.44%
Sharpe ratio 3.06 2.56 0.97 0.01 0.29
Best month +7.41% +7.41% +7.41% +10.76% +10.76%
Worst month -2.75% -2.75% -3.51% -7.13% -8.93%
Maximum loss -3.00% -4.79% -8.33% -25.78% -27.26%
Outperformance +19.12% - +20.27% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
CM-AM GLOBAL LEADERS ER reinvestment 177.8500 +14.09% +12.44%
CM-AM GLOBAL LEADERS IC reinvestment 258,049.0469 +15.24% +15.75%
CM-AM GLOBAL LEADERS RC reinvestment 2,358.1799 +14.16% +12.40%
CM-AM GLOBAL LEADERS S reinvestment 2,479.2100 +15.01% +15.06%

Performance

YTD  
+9.68%
6 Months  
+14.41%
1 Year  
+14.16%
3 Years  
+12.40%
5 Years  
+51.60%
Since start  
+71.01%
Year
2023  
+14.59%
2022
  -21.54%
2021  
+22.31%
2020  
+14.29%
2019  
+30.51%