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CM-AM EQUILIBRE EUROPE C/  FR0000979775  /

Fonds
NAV2024-06-03 Chg.+0.0500 Type of yield Investment Focus Investment company
23.3700EUR +0.21% reinvestment Equity Worldwide Crédit Mutuel AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 0.31 1.87 1.23 0.52 0.82 1.28 1.47 -2.32 1.70 -1.34 1.99 +6.88%
2022 -4.69 -2.48 0.45 -1.60 -0.72 -4.83 3.35 -2.08 -4.26 2.62 1.83 -0.66 -12.71%
2023 3.24 1.47 -2.18 0.46 -0.65 0.74 1.11 -0.87 -1.75 -2.63 4.29 2.45 +5.57%
2024 0.72 1.30 2.08 -1.04 1.97 0.21 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.57% 3.42% 4.00% 5.79% -%
Sharpe ratio 2.63 3.45 1.00 -0.63 -
Best month +2.45% +2.45% +4.29% +4.29% -
Worst month -1.04% -1.04% -2.63% -4.83% -
Maximum loss -1.43% -1.43% -5.53% -16.49% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+5.32%
6 Months  
+7.45%
1 Year  
+7.75%
3 Years  
+0.43%
5 Years     -
10 Years     -
Since start  
+3.73%
Year
2023  
+5.57%
2022
  -12.71%
2021  
+6.88%