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CM-AM SMALL & MIDCAP EURO RC/  FR0013384997  /

Fonds
NAV9/20/2023 Chg.+0.2000 Type of yield Investment Focus Investment company
27.7000EUR +0.73% reinvestment Equity Europe Crédit Mutuel AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - 3.88 6.31 5.29 4.94 -2.64 1.65 0.50 4.86 0.79 -1.18 -0.08 +26.09%
2018 4.62 -2.51 -2.42 4.68 1.49 -1.47 1.38 2.79 -2.49 -9.36 -5.06 -7.16 -15.44%
2019 9.22 2.11 3.71 5.57 -4.12 6.51 1.32 -1.34 -0.42 -1.14 6.33 1.69 +32.71%
2020 1.95 -4.45 -14.20 9.33 8.07 0.68 2.92 5.72 0.49 -3.29 7.79 2.72 +16.42%
2021 1.28 -0.15 3.19 3.30 1.07 3.33 4.19 2.42 -5.45 4.85 -1.02 2.71 +21.08%
2022 -10.99 -4.18 0.35 -4.20 -2.21 -10.10 11.59 -6.63 -7.71 4.57 2.29 -2.71 -27.87%
2023 6.91 1.31 -1.71 -2.23 -2.48 1.72 2.13 -3.14 -5.40 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 14.71% 13.44% 15.70% 17.81% 19.18%
Sharpe ratio -0.59 -1.21 -0.43 -0.36 -0.17
Best month +6.91% +2.13% +6.91% +11.59% +11.59%
Worst month -5.40% -5.40% -7.71% -10.99% -14.20%
Maximum loss -13.71% -9.98% -13.71% -32.50% -34.53%
Outperformance - - - - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
CM-AM SMALL & MIDCAP EURO IC reinvestment 29.6700 -2.01% -
CM-AM SMALL & MIDCAP EURO RC reinvestment 27.7000 -2.84% -7.48%
CM-AM SMALL & MIDCAP EURO S reinvestment 24.9400 -2.27% -

Performance

YTD
  -3.38%
6 Months
  -6.39%
1 Year
  -2.84%
3 Years
  -7.48%
5 Years  
+3.47%
Since start  
+38.99%
Year
2022
  -27.87%
2021  
+21.08%
2020  
+16.42%
2019  
+32.71%
2018
  -15.44%
2017  
+26.09%