Candriam Sustainable Balanced Asset Allocation, I - Capitalisation/ LU2428018811 /
| NAV2024-05-17 | Chg.-1.4199 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 1,110.8101EUR | -0.13% | 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 | -1.86 | 2.27 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.66% | 4.39% | 5.02% | -% | -% |
| Sharpe ratio | 1.62 | 3.38 | 0.93 | - | - |
| Best month | +3.42% | +4.36% | +4.36% | - | - |
| Worst month | -1.86% | -1.86% | -2.29% | - | - |
| Maximum loss | -2.66% | -2.66% | -5.75% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +4.10% | ||
|---|---|---|---|
| 6 Months | +8.87% | ||
| 1 Year | +8.49% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +4.12% | ||
| Year | |||
| 2023 | +8.51% | ||
