Candriam Equities L Europe Optimum Quality, C - Capitalisation/ LU0304859712 /
| NAV23.01.2025 | Diff.+0.4500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 141.0900EUR | +0.32% | thesaurierend | Aktien Europa | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | -0.58 | 2.59 | -4.26 | -1.66 | - |
| 2008 | -10.90 | -4.02 | -4.20 | 7.03 | 1.60 | -11.12 | -0.15 | 3.70 | -10.51 | -12.95 | -4.25 | -2.78 | -40.54% |
| 2009 | -2.42 | -10.74 | 2.09 | 14.80 | 5.60 | -1.32 | 8.28 | 5.99 | 3.79 | -3.53 | 0.48 | 6.48 | +30.76% |
| 2010 | -2.06 | -1.39 | 6.83 | -1.46 | -6.01 | -3.00 | 4.58 | -0.99 | 2.19 | 3.31 | -3.10 | 5.06 | +3.15% |
| 2011 | 3.09 | 1.39 | -4.33 | 2.46 | -0.99 | -4.02 | -3.55 | -11.48 | -7.34 | 5.34 | 0.18 | 3.29 | -16.03% |
| 2012 | 0.40 | 2.98 | 0.61 | -1.28 | -5.15 | 6.35 | 3.21 | 1.98 | 0.88 | 0.69 | 2.34 | 0.23 | +13.60% |
| 2013 | 2.33 | 2.32 | 4.04 | -0.19 | 0.12 | -3.37 | 1.83 | -1.92 | 3.74 | 1.43 | 0.81 | 0.95 | +12.51% |
| 2014 | -3.97 | 4.48 | -0.92 | 1.37 | 2.88 | -0.58 | -1.07 | 2.37 | -0.40 | 0.76 | 4.78 | 0.64 | +10.46% |
| 2015 | 9.19 | 5.98 | 2.55 | -0.36 | 2.61 | -4.69 | 5.79 | -7.63 | -0.94 | 8.29 | 3.27 | -3.87 | +20.32% |
| 2016 | -4.83 | -1.55 | 1.04 | -0.10 | 3.16 | -2.54 | 3.24 | 0.70 | -0.14 | -4.01 | -0.34 | 2.99 | -2.74% |
| 2017 | 0.68 | 3.45 | 3.69 | 3.80 | 2.12 | -3.56 | -0.55 | -0.75 | 2.72 | 3.12 | -2.11 | 0.87 | +13.98% |
| 2018 | 0.61 | -3.49 | 0.01 | 2.21 | 4.30 | 1.48 | 1.24 | 0.84 | -0.88 | -5.28 | -0.25 | -5.29 | -4.87% |
| 2019 | 3.95 | 3.94 | 2.40 | 2.68 | -1.16 | 1.76 | -0.24 | -1.06 | 1.21 | 0.23 | 2.99 | 1.74 | +19.86% |
| 2020 | 0.13 | -6.95 | -11.34 | 5.86 | 4.03 | 1.79 | 1.41 | 2.38 | 0.23 | -4.13 | 8.94 | 1.41 | +2.07% |
| 2021 | -0.39 | -1.10 | 4.97 | 2.71 | 1.44 | 2.68 | 2.88 | 1.04 | -3.68 | 2.44 | -0.01 | 4.11 | +18.11% |
| 2022 | -6.36 | -2.31 | -0.22 | 0.39 | -3.69 | -2.72 | 5.88 | -4.51 | -3.58 | 3.35 | 3.07 | -0.77 | -11.53% |
| 2023 | -0.20 | 0.27 | -0.13 | 3.84 | -1.68 | -2.10 | 0.28 | -1.18 | -2.43 | -3.30 | 4.84 | 3.29 | +1.14% |
| 2024 | -0.37 | -1.96 | 1.68 | -1.58 | 0.22 | -1.63 | 3.18 | 1.10 | -0.02 | -5.06 | -0.63 | -1.36 | - |
| 2025 | 4.71 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.59% | 8.94% | 7.88% | 9.65% | 12.99% |
| Sharpe Ratio | 11.30 | -0.27 | -0.41 | -0.49 | -0.14 |
| Bester Monat | +4.71% | +4.71% | +4.71% | +5.88% | +8.94% |
| Schlechtester Monat | -1.36% | -5.06% | -5.06% | -6.36% | -11.34% |
| Maximaler Verlust | -1.89% | -8.59% | -8.59% | -13.46% | -29.54% |
| Outperformance | +10.27% | - | +10.52% | +20.77% | +22.26% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Candriam Equities L Eur.Opt.Q.I ... | ausschüttend | 1'578.7700 | +0.67% | -2.48% | |
| Candriam Equities L Eur.Opt.Q.R ... | thesaurierend | 198.0200 | +0.42% | -3.19% | |
| Candriam Equities L Europe Optim... | thesaurierend | 218.2900 | +0.68% | -2.47% | |
| Candriam Equities L Eur.Opt.Q.V ... | thesaurierend | 1'967.4000 | +0.20% | -2.32% | |
| Candriam Equities L Eur.Opt.Q.N ... | thesaurierend | 161.4200 | -0.91% | -6.99% | |
| Candriam Equities L Europe Optim... | ausschüttend | 87.1900 | -0.56% | -6.00% | |
| Candriam Equities L Europe Optim... | thesaurierend | 141.0900 | -0.56% | -5.98% |
Performance
| lfd. Jahr | +4.71% | ||
|---|---|---|---|
| 6 Monate | +0.13% | ||
| 1 Jahr | -0.56% | ||
| 3 Jahre | -5.98% | ||
| 5 Jahre | +4.34% | ||
| seit Beginn | +41.09% | ||
| Jahr | |||
| 2023 | +1.14% | ||
| 2022 | -11.53% | ||
| 2021 | +18.11% | ||
| 2020 | +2.07% | ||
| 2019 | +19.86% | ||
| 2018 | -4.87% | ||
| 2017 | +13.98% | ||
| 2016 | -2.74% | ||