Amundi Index Sol. EUR.STOXX 50 UE DR EUR/  LU1681047236  /

Fonds
NAV2024-04-25 Chg.-1.2697 Type of yield Investment Focus Investment company
123.3622EUR -1.02% reinvestment Equity Euroland Amundi Luxembourg 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - -2.16 5.87 -2.22 -0.17 3.95 -3.72 0.29 -5.88 -0.71 -7.26 -
2019 7.84 4.41 1.84 5.42 -5.25 6.04 -0.07 -1.08 4.26 1.12 2.78 1.21 +31.65%
2020 -2.65 -8.45 -16.21 5.35 4.86 6.44 -1.52 3.18 -2.32 -7.30 18.05 1.77 -2.93%
2021 -1.86 4.54 7.89 1.88 2.47 0.70 0.74 2.62 -3.22 5.16 -4.32 5.79 +23.93%
2022 -2.76 -5.92 -0.44 -2.03 1.15 -8.73 7.46 -5.10 -5.55 9.10 9.71 -4.23 -9.04%
2023 9.92 1.90 1.98 1.71 -1.98 4.35 1.76 -3.85 -2.79 -2.64 8.07 3.21 +22.74%
2024 2.97 5.05 4.36 -2.32 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.51% 9.96% 11.92% 17.51% 20.45%
Sharpe ratio 3.12 4.69 1.04 0.36 0.31
Best month +5.05% +8.07% +8.07% +9.92% +18.05%
Worst month -2.32% -2.64% -3.85% -8.73% -16.21%
Maximum loss -3.16% -3.16% -10.09% -23.37% -38.24%
Outperformance +4.67% - +4.48% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Amundi Index Sol. EUR.STOXX 50 U... reinvestment 132.1584 +13.47% +18.85%
Amundi Index Sol. EUR.STOXX 50 U... reinvestment 123.3622 +16.27% +34.04%
Amundi Index Sol. EUR.STOXX 50 U... paying dividend 78.3542 +16.35% +34.13%

Performance

YTD  
+10.25%
6 Months  
+22.67%
1 Year  
+16.27%
3 Years  
+34.04%
5 Years  
+62.74%
Since start  
+75.00%
Year
2023  
+22.74%
2022
  -9.04%
2021  
+23.93%
2020
  -2.93%
2019  
+31.65%