CM-AM SUSTAINABLE PLANET S/ FR0013280195 /
| NAV2024-05-29 | Chg.-0.1700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.2100EUR | -1.27% | reinvestment | Equity Europe | Crédit Mutuel AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | 2.09 | 5.16 | -0.46 | -5.02 | 12.34 | 2.88 | - |
| 2021 | -0.17 | -0.59 | 7.09 | 1.12 | 1.42 | 1.56 | 1.91 | 3.68 | -5.14 | 4.81 | -1.38 | 4.07 | +19.32% |
| 2022 | -8.24 | -2.94 | 0.56 | -1.27 | -1.04 | -10.39 | 10.96 | -6.12 | -7.65 | 4.80 | 4.94 | -3.85 | -20.24% |
| 2023 | 7.03 | 1.33 | -0.08 | 0.25 | -2.54 | 1.01 | 0.50 | -2.90 | -3.67 | -4.61 | 9.56 | 5.17 | +10.51% |
| 2024 | -0.48 | 1.78 | 3.66 | -2.92 | 4.43 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.96% | 9.78% | 11.39% | 15.55% | -% |
| Sharpe ratio | 1.29 | 2.36 | 0.55 | -0.19 | - |
| Best month | +5.17% | +9.56% | +9.56% | +10.96% | - |
| Worst month | -2.92% | -2.92% | -4.61% | -10.39% | - |
| Maximum loss | -3.61% | -3.61% | -13.81% | -26.77% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| CM-AM SUSTAINABLE PLANET IC | reinvestment | 140,247.2969 | +10.09% | +3.13% | |
| CM-AM SUSTAINABLE PLANET RC | reinvestment | 12.5600 | +9.22% | +0.40% | |
| CM-AM SUSTAINABLE PLANET S | reinvestment | 13.2100 | +9.99% | +2.72% |
Performance
| YTD | +6.45% | ||
|---|---|---|---|
| 6 Months | +12.52% | ||
| 1 Year | +9.99% | ||
| 3 Years | +2.72% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +37.46% | ||
| Year | |||
| 2023 | +10.51% | ||
| 2022 | -20.24% | ||
| 2021 | +19.32% | ||
