Amundi EURO STOXX 50 II UE DHtGBP-A./ FR0012399772 /
NAV02/05/2024 | Chg.-1.1562 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
200.3373GBP | -0.57% | reinvestment | Equity Euroland | Amundi Asset Mgmt. ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | 7.99 | - |
2017 | -1.64 | 2.91 | 5.77 | 2.04 | 1.20 | -2.91 | 0.31 | -0.76 | 4.97 | 2.37 | -2.69 | -1.68 | +9.85% |
2018 | 3.18 | -4.52 | -2.08 | 5.96 | -2.09 | -0.10 | 4.01 | -3.60 | 0.35 | -5.68 | -0.60 | -5.19 | -10.58% |
2019 | 5.50 | 4.50 | 1.89 | 5.51 | -5.22 | 6.14 | 0.00 | -1.04 | 4.30 | 1.14 | 2.88 | 1.27 | +29.65% |
2020 | -2.52 | -8.45 | -16.11 | 5.35 | 5.04 | 6.42 | -1.50 | 3.24 | -2.38 | -7.25 | 18.04 | 1.84 | -2.41% |
2021 | -1.76 | 4.57 | 7.81 | 1.92 | 2.51 | 0.73 | 0.76 | 2.66 | -3.17 | 5.09 | -4.25 | 5.81 | +24.30% |
2022 | -2.72 | -5.83 | -0.20 | -1.94 | 1.30 | -8.77 | 7.91 | -5.15 | -5.57 | 9.03 | 9.98 | -4.22 | -8.03% |
2023 | 10.05 | 2.05 | 2.14 | 1.82 | -1.83 | 4.45 | 1.89 | -3.72 | -2.73 | -2.57 | 8.18 | 3.29 | +24.41% |
2024 | 3.02 | 5.16 | 4.44 | -2.20 | -0.57 | - | - | - | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 10.77% | 10.33% | 12.06% | 17.64% | 20.76% |
Ratio de Sharpe | 2.74 | 3.86 | 1.25 | 0.42 | 0.34 |
Le meilleur mois | +5.16% | +8.18% | +8.18% | +10.05% | +18.04% |
Le plus défavorable mois | -2.20% | -2.20% | -3.72% | -8.77% | -16.11% |
Perte maximale | -3.10% | -3.10% | -9.86% | -22.71% | -39.08% |
Surperformance | +8.05% | - | +6.97% | +24.48% | - |
Toutes les cotations dans GBP
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
Amundi EURO STOXX 50 II UE DHtCH... | reinvestment | 161.7569 | +14.71% | +28.97% | |
AMUNDI EURO STOXX 50 II UCITS ET... | reinvestment | 52.1071 | +17.41% | +33.38% | |
Amundi EURO STOXX 50 II UE DHtUS... | reinvestment | 246.3532 | +19.70% | +41.92% | |
Amundi EURO STOXX 50 II UE DHtGB... | reinvestment | 200.3373 | +18.85% | +37.71% |
Performance
CAD | +10.02% | ||
---|---|---|---|
6 Mois | +19.68% | ||
1 An | +18.85% | ||
3 Ans | +37.71% | ||
5 Ans | +67.94% | ||
Depuis le début | +110.48% | ||
Année | |||
2023 | +24.41% | ||
2022 | -8.03% | ||
2021 | +24.30% | ||
2020 | -2.41% | ||
2019 | +29.65% | ||
2018 | -10.58% | ||
2017 | +9.85% |