Candriam Equities L Gl.Dem.N EUR Acc/ LU0654531424 /
| NAV08.01.2025 | Diff.+2,5900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 341,3600EUR | +0,76% | thesaurierend | Aktien weltweit | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | 5,10 | 2,70 | -3,02 | 2,87 | -3,47 | 2,96 | -8,28 | -3,67 | 9,74 | 2,64 | -4,48 | +4,44% |
| 2016 | -4,68 | -1,62 | 1,28 | 1,10 | 2,94 | -2,21 | 2,96 | 0,34 | -0,58 | 0,28 | 4,24 | 3,47 | +7,38% |
| 2017 | 0,35 | 4,70 | 1,09 | 0,36 | -1,05 | -1,40 | -0,78 | -0,54 | 3,16 | 3,50 | -0,86 | 0,54 | +9,23% |
| 2018 | 1,35 | -2,42 | -3,23 | 1,95 | 3,83 | -1,12 | 2,01 | 1,28 | 1,37 | -6,15 | 3,41 | -7,18 | -5,48% |
| 2019 | 6,44 | 4,63 | 3,04 | 4,77 | -7,42 | 4,32 | 2,65 | -1,76 | 2,71 | 1,19 | 3,71 | 1,72 | +28,40% |
| 2020 | -0,16 | -7,35 | -11,96 | 10,99 | 4,28 | 1,85 | 1,90 | 3,59 | -0,37 | -0,53 | 8,06 | 1,51 | +10,16% |
| 2021 | 0,26 | 1,91 | 5,99 | 1,39 | 0,57 | 3,57 | 2,83 | 3,15 | -2,69 | 5,27 | 0,17 | 3,63 | +29,01% |
| 2022 | -4,40 | -5,27 | 1,26 | -2,91 | -1,68 | -5,32 | 9,63 | -2,55 | -6,41 | 5,48 | 2,85 | -6,40 | -15,85% |
| 2023 | 3,40 | -1,10 | 1,21 | 1,04 | 1,70 | 3,00 | 1,24 | -0,98 | -2,02 | -1,51 | 4,26 | 2,85 | +13,65% |
| 2024 | 3,63 | 3,50 | 2,42 | -2,30 | 2,46 | 3,93 | -0,18 | -0,06 | 0,26 | -0,53 | 6,07 | -0,33 | - |
| 2025 | 1,20 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8,38% | 13,95% | 11,61% | 14,05% | 17,14% |
| Sharpe Ratio | 8,33 | 0,61 | 1,61 | 0,22 | 0,44 |
| Bester Monat | +1,20% | +6,07% | +6,07% | +9,63% | +10,99% |
| Schlechtester Monat | -0,33% | -0,53% | -2,30% | -6,41% | -11,96% |
| Maximaler Verlust | -0,81% | -8,94% | -8,94% | -18,61% | -31,21% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Candriam Equities L Gl.Dem.I USD... | thesaurierend | 1.672,2000 | +15,85% | +12,91% | |
| Candriam Equities L Gl.Dem.R EUR... | thesaurierend | 341,5100 | +23,03% | +23,15% | |
| Candriam Equities L Gl.Dem.I EUR... | thesaurierend | 3.960,0601 | +23,40% | +24,25% | |
| Candriam Equities L Global Demog... | thesaurierend | 1.974,1300 | +16,16% | - | |
| Candriam Equities L Gl.Dem.N EUR... | thesaurierend | 341,3600 | +21,51% | +18,65% | |
| Candriam Equities L Global Demog... | thesaurierend | 351,7600 | +21,87% | +19,83% | |
| Candriam Equities L Global Demog... | ausschüttend | 291,8000 | +21,87% | +19,82% |
Performance
| lfd. Jahr | +1,20% | ||
|---|---|---|---|
| 6 Monate | +5,56% | ||
| 1 Jahr | +21,51% | ||
| 3 Jahre | +18,65% | ||
| 5 Jahre | +62,90% | ||
| seit Beginn | +145,78% | ||
| Jahr | |||
| 2023 | +13,65% | ||
| 2022 | -15,85% | ||
| 2021 | +29,01% | ||
| 2020 | +10,16% | ||
| 2019 | +28,40% | ||
| 2018 | -5,48% | ||
| 2017 | +9,23% | ||
| 2016 | +7,38% | ||