DetailsChartProfileRisk matrixNewsDocuments

CM-AM PROTECTIVE 90/  FR0012993186  /

Fonds
NAV2024-04-12 Chg.-0.3100 Type of yield Investment Focus Investment company
105.1500EUR -0.29% reinvestment Other Funds Worldwide Crédit Mutuel AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - - - - - -0.59 -
2016 -1.45 -0.65 0.54 0.14 0.55 -1.64 1.35 0.02 -0.05 0.18 0.20 1.31 +0.46%
2017 0.22 0.15 1.04 0.67 0.68 -0.74 0.21 -0.44 1.30 0.87 -0.41 -0.03 +3.54%
2018 1.47 -1.82 -1.24 1.51 0.40 -0.71 0.87 -0.35 0.14 -2.69 0.37 -1.59 -3.68%
2019 0.91 0.64 0.34 1.04 -1.43 1.29 0.51 -0.98 0.53 0.31 0.69 0.66 +4.55%
2020 -0.90 -2.25 -4.14 0.11 0.25 0.00 -0.03 0.36 -0.37 -0.30 1.04 0.14 -6.02%
2021 -0.19 0.31 0.54 0.50 0.38 0.39 0.00 0.48 -0.06 0.10 -0.48 0.64 +2.63%
2022 -1.29 -0.54 -0.28 -0.40 -0.15 -0.79 0.33 -0.25 -0.71 0.38 0.40 -0.21 -3.46%
2023 0.72 0.13 0.35 0.49 0.34 0.63 0.52 -0.52 -0.07 -0.63 1.71 1.17 +4.93%
2024 1.00 1.56 1.42 -0.74 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 2.75% 2.47% 2.36% 2.07% 3.04%
Sharpe ratio 3.21 3.13 1.22 -0.94 -1.09
Best month +1.56% +1.71% +1.71% +1.71% +1.71%
Worst month -0.74% -0.74% -0.74% -1.29% -4.14%
Maximum loss -0.74% -0.74% -1.23% -4.35% -7.94%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+3.26%
6 Months  
+5.61%
1 Year  
+6.73%
3 Years  
+5.91%
5 Years  
+2.86%
Since start  
+5.15%
Year
2023  
+4.93%
2022
  -3.46%
2021  
+2.63%
2020
  -6.02%
2019  
+4.55%
2018
  -3.68%
2017  
+3.54%
2016  
+0.46%