CM-AM GLOBAL LEADERS RC/ FR0012287381 /
NAV30/04/2024 | Diferencia-11.8801 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
2,361.8799EUR | -0.50% | reinvestment | Equity Worldwide | Crédit Mutuel AM ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | - | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 11.61% | 10.60% | 10.86% | 14.12% | 16.49% |
Índice de Sharpe | 2.55 | 3.65 | 1.05 | 0.02 | 0.27 |
El mes mejor | +7.41% | +7.41% | +7.41% | +10.76% | +10.76% |
El mes peor | -2.60% | -2.60% | -3.51% | -7.13% | -8.93% |
Pérdida máxima | -4.55% | -4.55% | -8.33% | -25.78% | -27.26% |
Rendimiento superior | +19.12% | - | +20.27% | - | - |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
CM-AM GLOBAL LEADERS ER | reinvestment | 178.1200 | +15.01% | +12.72% | |
CM-AM GLOBAL LEADERS IC | reinvestment | 258,537.3750 | +16.16% | +16.06% | |
CM-AM GLOBAL LEADERS RC | reinvestment | 2,361.8799 | +15.08% | +12.70% | |
CM-AM GLOBAL LEADERS S | reinvestment | 2,483.7300 | +15.93% | +15.36% |
Performance
Año hasta la fecha | +9.85% | ||
---|---|---|---|
6 Meses | +19.30% | ||
Promedio móvil | +15.08% | ||
3 Años | +12.70% | ||
5 Años | +48.88% | ||
Desde el principio | +71.28% | ||
Año | |||
2023 | +14.59% | ||
2022 | -21.54% | ||
2021 | +22.31% | ||
2020 | +14.29% | ||
2019 | +30.51% |