CM-AM SUSTAINABLE PLANET RC/ FR0000444366 /
| NAV2024-05-31 | Chg.+0.0100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 12.5900EUR | +0.08% | reinvestment | Equity Europe | Crédit Mutuel AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | -0.61 | 7.01 | 0.98 | 1.38 | 1.44 | 1.89 | 3.64 | -5.22 | 4.80 | -1.50 | 4.04 | +14.62% |
| 2022 | -8.28 | -3.04 | 0.49 | -1.39 | -1.08 | -10.43 | 10.89 | -6.27 | -7.68 | 4.70 | 4.95 | -3.92 | -20.89% |
| 2023 | 6.86 | 1.39 | -0.17 | 0.09 | -2.57 | 0.97 | 0.44 | -2.95 | -3.75 | -4.64 | 9.53 | 5.06 | +9.64% |
| 2024 | -0.51 | 1.70 | 3.59 | -2.98 | 4.66 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.95% | 9.75% | 11.37% | 15.50% | -% |
| Sharpe ratio | 1.26 | 2.19 | 0.60 | -0.23 | - |
| Best month | +5.06% | +9.53% | +9.53% | +10.89% | - |
| Worst month | -2.98% | -2.98% | -4.64% | -10.43% | - |
| Maximum loss | -3.71% | -3.71% | -14.01% | -27.21% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| CM-AM SUSTAINABLE PLANET IC | reinvestment | 140,672.7031 | +11.59% | +3.44% | |
| CM-AM SUSTAINABLE PLANET RC | reinvestment | 12.5900 | +10.63% | +0.64% | |
| CM-AM SUSTAINABLE PLANET S | reinvestment | 13.2500 | +11.44% | +3.03% |
Performance
| YTD | +6.42% | ||
|---|---|---|---|
| 6 Months | +11.81% | ||
| 1 Year | +10.63% | ||
| 3 Years | +0.64% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +5.80% | ||
| Year | |||
| 2023 | +9.64% | ||
| 2022 | -20.89% | ||
| 2021 | +14.62% | ||
