CM-AM SUSTAINABLE PLANET RC/ FR0000444366 /
| NAV14/05/2024 | Chg.+0.0200 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 12.6600EUR | +0.16% | reinvestment | Equity Europe | Crédit Mutuel AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | -0.61 | 7.01 | 0.98 | 1.38 | 1.44 | 1.89 | 3.64 | -5.22 | 4.80 | -1.50 | 4.04 | +14.62% |
| 2022 | -8.28 | -3.04 | 0.49 | -1.39 | -1.08 | -10.43 | 10.89 | -6.27 | -7.68 | 4.70 | 4.95 | -3.92 | -20.89% |
| 2023 | 6.86 | 1.39 | -0.17 | 0.09 | -2.57 | 0.97 | 0.44 | -2.95 | -3.75 | -4.64 | 9.53 | 5.06 | +9.64% |
| 2024 | -0.51 | 1.70 | 3.59 | -2.98 | 5.24 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.12% | 9.88% | 11.52% | 15.54% | -% |
| Ratio de Sharpe | 1.64 | 3.23 | 0.36 | -0.19 | - |
| Le meilleur mois | +5.24% | +9.53% | +9.53% | +10.89% | - |
| Le plus défavorable mois | -2.98% | -2.98% | -4.64% | -10.43% | - |
| Perte maximale | -3.71% | -3.71% | -14.30% | -27.21% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| CM-AM SUSTAINABLE PLANET IC | reinvestment | 141,332.3750 | +8.84% | +5.41% | |
| CM-AM SUSTAINABLE PLANET RC | reinvestment | 12.6600 | +7.93% | +2.59% | |
| CM-AM SUSTAINABLE PLANET S | reinvestment | 13.3100 | +8.65% | +4.97% |
Performance
| CAD | +7.02% | ||
|---|---|---|---|
| 6 Mois | +16.36% | ||
| 1 An | +7.93% | ||
| 3 Ans | +2.59% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +6.39% | ||
| Année | |||
| 2023 | +9.64% | ||
| 2022 | -20.89% | ||
| 2021 | +14.62% | ||
