NAV29/10/2024 Chg.+5.5498 Type of yield Investment Focus Investment company
2,534.3899EUR +0.22% 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 -2.60 2.65 3.44 -3.39 2.23 -0.06 2.38 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.75% 13.42% 12.12% 14.61% 16.56%
Sharpe ratio 1.49 0.81 2.07 0.00 0.38
Best month +7.41% +3.44% +7.41% +10.76% +10.76%
Worst month -3.39% -3.39% -3.39% -7.13% -8.93%
Maximum loss -11.45% -11.45% -11.45% -25.78% -27.26%
Outperformance +19.12% - +20.27% - -
 
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  
+17.87%
6 Months  
+6.77%
1 Year  
+28.01%
3 Years  
+9.53%
5 Years  
+56.81%
10 Years     -
Since start  
+83.79%
Year
2023  
+14.59%
2022
  -21.54%
2021  
+22.31%
2020  
+14.29%
2019  
+30.51%