Candriam Sustainable Balanced Asset Allocation, I - Capitalisation/ LU2428018811 /
NAV2024-04-29 | Chg.+2.1799 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
1,090.9399EUR | +0.20% | reinvestment | Mixed Fund Worldwide | Candriam ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | - | -4.58 | 1.86 | 3.15 | -3.81 | - |
2023 | 3.59 | -0.79 | 0.75 | 0.05 | 0.52 | 0.90 | 1.02 | -1.37 | -2.29 | -1.72 | 4.36 | 3.42 | +8.51% |
2024 | 0.71 | 1.27 | 1.68 | -1.42 | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 4.66% | 4.68% | 4.96% | -% | -% |
Sharpe ratio | 0.70 | 4.03 | 0.70 | - | - |
Best month | +3.42% | +4.36% | +4.36% | - | - |
Worst month | -1.42% | -1.72% | -2.29% | - | - |
Maximum loss | -2.66% | -2.66% | -5.75% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | +2.24% | ||
---|---|---|---|
6 Months | +10.68% | ||
1 Year | +7.27% | ||
3 Years | - | ||
5 Years | - | ||
Since start | +2.26% | ||
Year | |||
2023 | +8.51% |