Amundi MSCI World Inf. Tech. UE USD Acc/ LU0533033741 /
| NAV28/05/2024 | Chg.+9.3663 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 814.5096USD | +1.16% | reinvestment | Equity Worldwide | Amundi Asset Mgmt. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 1.37 | - |
| 2017 | 4.54 | 4.65 | 2.52 | 2.39 | 4.80 | -2.34 | 4.13 | 3.01 | 1.06 | 7.12 | 1.16 | -0.06 | +37.98% |
| 2018 | 7.50 | -0.22 | -3.61 | 0.04 | 6.29 | -0.51 | 1.91 | 6.47 | -0.43 | -8.74 | -2.00 | -8.10 | -2.87% |
| 2019 | 7.68 | 6.41 | 4.26 | 6.37 | -8.48 | 8.64 | 2.84 | -2.20 | 1.56 | 3.84 | 5.32 | 4.12 | +46.98% |
| 2020 | 3.33 | -7.41 | -9.31 | 13.54 | 7.66 | 7.21 | 5.82 | 10.60 | -4.54 | -5.18 | 12.53 | 5.70 | +43.26% |
| 2021 | -0.59 | 1.17 | 0.71 | 5.44 | -1.08 | 6.84 | 3.53 | 3.84 | -5.75 | 7.52 | 2.61 | 2.57 | +29.43% |
| 2022 | -8.51 | -4.71 | 2.97 | -11.89 | -1.57 | -9.91 | 13.09 | -5.97 | -11.95 | 7.58 | 6.14 | -8.05 | -31.05% |
| 2023 | 10.05 | -0.05 | 10.01 | -0.18 | 8.13 | 6.14 | 2.67 | -1.92 | -6.84 | -0.88 | 13.63 | 4.26 | +52.70% |
| 2024 | 4.00 | 6.12 | 1.65 | -5.72 | 11.91 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 18.89% | 17.64% | 17.27% | 23.28% | 25.65% |
| Ratio de Sharpe | 2.55 | 2.82 | 1.98 | 0.49 | 0.77 |
| Le meilleur mois | +11.91% | +13.63% | +13.63% | +13.63% | +13.63% |
| Le plus défavorable mois | -5.72% | -5.72% | -6.84% | -11.95% | -11.95% |
| Perte maximale | -9.60% | -9.60% | -12.44% | -36.58% | -36.58% |
| Surperformance | +13.83% | - | +16.01% | +42.98% | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Amundi MSCI World Inf. Tech. UE ... | reinvestment | 814.5096 | +37.82% | +52.60% | |
| Amundi MSCI World Information Te... | reinvestment | 748.9678 | +35.72% | +70.94% |
Performance
| CAD | +18.37% | ||
|---|---|---|---|
| 6 Mois | +23.68% | ||
| 1 An | +37.82% | ||
| 3 Ans | +52.60% | ||
| 5 Ans | +187.14% | ||
| 10 ans | - | ||
| Depuis le début | +356.35% | ||
| Année | |||
| 2023 | +52.70% | ||
| 2022 | -31.05% | ||
| 2021 | +29.43% | ||
| 2020 | +43.26% | ||
| 2019 | +46.98% | ||
| 2018 | -2.87% | ||
| 2017 | +37.98% | ||
