ALLIANZ MULTI HORIZON 2030-2032 - C - EUR/ FR0010317719 /
| NAV2024-05-17 | Chg.-0.3200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 204.3900EUR | -0.16% | reinvestment | Equity Europe | Allianz Gl.Investors ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | 4.35 | -4.23 | 3.17 | 1.57 | -1.71 | 1.52 | 0.88 | 3.49 | 1.67 | - |
| 2020 | 0.52 | -5.47 | -14.09 | 9.36 | 4.42 | 1.72 | 1.89 | 3.28 | -0.30 | -1.91 | 7.93 | 2.94 | +8.43% |
| 2021 | 1.43 | 0.05 | 2.15 | 2.78 | 0.40 | 2.64 | 1.36 | 2.22 | -3.19 | 3.58 | -0.81 | 1.51 | +14.85% |
| 2022 | -7.75 | -2.67 | 1.11 | -2.62 | -1.50 | -6.59 | 5.64 | -2.63 | -6.70 | 4.46 | 3.09 | -2.64 | -18.16% |
| 2023 | 4.46 | -0.01 | -1.21 | -0.08 | -0.04 | 1.28 | 1.51 | -1.92 | -2.98 | -3.29 | 5.91 | 3.65 | +7.06% |
| 2024 | 0.39 | 1.30 | 2.79 | -1.59 | 2.29 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.33% | 4.07% | 5.39% | 7.41% | 8.86% |
| Sharpe ratio | 2.51 | 4.51 | 0.83 | -0.46 | 0.08 |
| Best month | +3.65% | +5.91% | +5.91% | +5.91% | +9.36% |
| Worst month | -1.59% | -1.59% | -3.29% | -7.75% | -14.09% |
| Maximum loss | -2.52% | -2.52% | -8.02% | -23.57% | -28.13% |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +5.23% | ||
|---|---|---|---|
| 6 Months | +10.43% | ||
| 1 Year | +8.25% | ||
| 3 Years | +1.32% | ||
| 5 Years | +24.55% | ||
| 10 Years | - | ||
| Since start | +26.53% | ||
| Year | |||
| 2023 | +7.06% | ||
| 2022 | -18.16% | ||
| 2021 | +14.85% | ||
| 2020 | +8.43% | ||
