CM-AM INDICIEL AMERIQUE 500 RC/ FR0010004085 /
| NAV2024-05-14 | Chg.+3.0400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 702.9900EUR | +0.43% | reinvestment | Equity Worldwide | Crédit Mutuel AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 2.62 | 4.36 | 4.90 | 0.48 | 2.24 | 2.20 | 2.85 | -4.80 | 6.81 | -0.61 | 4.26 | +24.73% |
| 2022 | -5.49 | -3.31 | 3.73 | -8.86 | -0.03 | -8.41 | 8.58 | -4.15 | -9.40 | 7.75 | 5.16 | -6.34 | -20.83% |
| 2023 | 5.94 | -2.54 | 3.35 | 1.46 | 0.44 | 6.12 | 2.93 | -1.80 | -5.04 | -2.29 | 8.82 | 4.30 | +22.84% |
| 2024 | 1.48 | 5.06 | 3.07 | -4.14 | 4.11 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.13% | 10.58% | 11.45% | 17.02% | -% |
| Sharpe ratio | 2.25 | 2.98 | 1.89 | 0.17 | - |
| Best month | +5.06% | +8.82% | +8.82% | +8.82% | - |
| Worst month | -4.14% | -4.14% | -5.04% | -9.40% | - |
| Maximum loss | -5.41% | -5.41% | -10.53% | -26.15% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +9.67% | ||
|---|---|---|---|
| 6 Months | +16.20% | ||
| 1 Year | +25.36% | ||
| 3 Years | +21.70% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +33.02% | ||
| Year | |||
| 2023 | +22.84% | ||
| 2022 | -20.83% | ||
| 2021 | +24.73% | ||
