GROUPAMA INDEX INFLATION MONDE M EUR/ FR0010696583 /
| NAV2024-05-27 | Chg.+0.1900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 141.4100EUR | +0.13% | reinvestment | Bonds Worldwide | Groupama AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | - | - | - | - | - | - | -8.06 | -2.82 | -9.17 | -7.02 | 4.34 | -9.11 | - |
| 2003 | -7.57 | 0.18 | -5.26 | -2.16 | -1.16 | 8.40 | 7.09 | 12.70 | -1.33 | 4.99 | -7.62 | 2.07 | +8.41% |
| 2004 | 1.98 | -0.60 | 13.39 | -0.80 | -5.68 | 7.92 | -5.07 | 1.03 | -4.78 | -1.16 | -0.32 | 0.27 | +4.70% |
| 2005 | 4.65 | -0.82 | 0.14 | -1.57 | 5.18 | 4.73 | -0.15 | 3.60 | 9.68 | -0.09 | 10.01 | 10.19 | +54.85% |
| 2006 | 1.97 | -2.46 | 3.17 | -1.20 | -9.47 | -3.31 | -2.88 | 1.40 | -0.05 | 1.51 | -3.36 | 2.93 | -11.79% |
| 2007 | 0.25 | 0.52 | -2.69 | -4.03 | -0.08 | 0.60 | 0.14 | -3.59 | -1.72 | -0.14 | -4.61 | -6.24 | -19.84% |
| 2008 | -8.41 | -3.79 | -5.83 | 6.49 | 2.52 | -6.98 | -4.42 | -0.34 | -9.68 | -6.17 | -1.02 | -3.26 | -34.86% |
| 2009 | -1.42 | -11.55 | 2.02 | 4.74 | 3.26 | 3.49 | 1.75 | 0.83 | -2.37 | -4.69 | -2.94 | 4.72 | -3.40% |
| 2010 | 2.27 | 2.19 | 6.35 | -1.04 | -0.16 | -2.22 | -5.46 | -1.28 | 0.00 | -0.74 | 6.94 | 8.23 | +15.13% |
| 2011 | -2.13 | 4.92 | -16.27 | -4.92 | 3.69 | -0.44 | 4.63 | -8.10 | 6.72 | -3.01 | -2.19 | 3.74 | -14.78% |
| 2012 | 3.07 | -0.08 | 1.92 | -3.60 | -2.56 | 3.22 | 0.82 | -0.39 | 1.49 | -8.10 | 1.59 | - | - |
| 2020 | - | - | - | - | - | - | - | - | - | - | - | -68.90 | - |
| 2021 | -0.92 | -2.78 | 1.01 | 0.46 | 1.47 | -0.02 | 3.69 | -0.10 | -1.61 | 1.81 | 2.56 | -1.66 | +3.78% |
| 2022 | -1.83 | 0.36 | -1.23 | -3.04 | -3.61 | -3.69 | 4.64 | -4.27 | -6.46 | 0.11 | 2.43 | -3.22 | -18.54% |
| 2023 | 1.85 | -1.84 | 2.90 | -0.96 | -1.90 | 0.59 | 0.18 | -0.91 | -2.46 | -0.65 | 2.38 | 3.60 | +2.58% |
| 2024 | -1.13 | -0.80 | 1.35 | -2.15 | 1.13 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.82% | 6.26% | 6.60% | 8.93% | 20.48% |
| Sharpe ratio | -1.35 | 0.01 | -0.39 | -0.96 | - |
| Best month | +3.60% | +3.60% | +3.60% | +4.64% | - |
| Worst month | -2.15% | -2.15% | -2.46% | -6.46% | - |
| Maximum loss | -2.43% | -3.86% | -5.41% | -24.43% | -24.43% |
| Outperformance | -9.96% | - | -10.91% | -27.57% | -28.15% |
All quotes in EUR
Performance
| YTD | -1.63% | ||
|---|---|---|---|
| 6 Months | +1.91% | ||
| 1 Year | +1.25% | ||
| 3 Years | -13.53% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -85.86% | ||
| Year | |||
| 2023 | +2.58% | ||
| 2022 | -18.54% | ||
| 2021 | +3.78% | ||
