Candriam Equities L Eur.Opt.Q.R EUR Acc/ LU1293438187 /
| NAV23/01/2025 | Var.+0.6400 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 198.0200EUR | +0.32% | reinvestment | Equity Europe | Candriam ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | 0.09 | 2.26 | 4.38 | 1.55 | 1.33 | 0.91 | -0.80 | -5.21 | -0.18 | -5.23 | - |
| 2019 | 4.03 | 4.01 | 2.49 | 2.75 | -1.08 | 1.83 | -0.16 | -0.99 | 1.30 | 0.31 | 3.06 | 1.82 | +20.96% |
| 2020 | 0.21 | -6.87 | -11.27 | 5.96 | 4.10 | 1.87 | 1.49 | 2.47 | 0.31 | -4.07 | 9.03 | 1.49 | +3.04% |
| 2021 | -0.32 | -1.03 | 5.05 | 2.78 | 1.52 | 2.75 | 2.96 | 1.12 | -3.61 | 2.51 | 0.07 | 4.19 | +19.20% |
| 2022 | -6.29 | -2.24 | -0.14 | 0.47 | -3.61 | -2.64 | 5.96 | -4.43 | -3.51 | 3.44 | 3.15 | -0.69 | -10.71% |
| 2023 | -0.11 | 0.35 | -0.05 | 3.92 | -1.58 | -2.02 | 0.37 | -1.10 | -2.35 | -3.22 | 4.93 | 3.37 | +2.18% |
| 2024 | -0.28 | -1.89 | 1.75 | -1.49 | 0.30 | -1.55 | 3.27 | 1.18 | 0.06 | -4.98 | -0.56 | -1.27 | - |
| 2025 | 4.77 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 10.59% | 8.95% | 7.88% | 9.65% | 12.98% |
| Indice di Sharpe | 11.54 | -0.16 | -0.29 | -0.39 | -0.07 |
| Mese migliore | +4.77% | +4.77% | +4.77% | +5.96% | +9.03% |
| Mese peggiore | -1.27% | -4.98% | -4.98% | -6.29% | -11.27% |
| Perdita massima | -1.87% | -8.47% | -8.47% | -11.99% | -29.50% |
| Outperformance | +11.48% | - | +11.56% | - | - |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| Candriam Equities L Eur.Opt.Q.I ... | paying dividend | 1,578.7700 | +0.67% | -2.48% | |
| Candriam Equities L Eur.Opt.Q.R ... | reinvestment | 198.0200 | +0.42% | -3.19% | |
| Candriam Equities L Europe Optim... | reinvestment | 218.2900 | +0.68% | -2.47% | |
| Candriam Equities L Eur.Opt.Q.V ... | reinvestment | 1,967.4000 | +0.20% | -2.32% | |
| Candriam Equities L Eur.Opt.Q.N ... | reinvestment | 161.4200 | -0.91% | -6.99% | |
| Candriam Equities L Europe Optim... | paying dividend | 87.1900 | -0.56% | -6.00% | |
| Candriam Equities L Europe Optim... | reinvestment | 141.0900 | -0.56% | -5.98% |
Prestazione
| YTD | +4.77% | ||
|---|---|---|---|
| 6 mesi | +0.63% | ||
| 1 anno | +0.42% | ||
| 3 anni | -3.19% | ||
| 5 anni | +9.46% | ||
| Dall'inizio | +32.01% | ||
| Anno | |||
| 2023 | +2.18% | ||
| 2022 | -10.71% | ||
| 2021 | +19.20% | ||
| 2020 | +3.04% | ||
| 2019 | +20.96% | ||