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Candriam Sustainable Equity US, R - Capitalisation/  LU2227858805  /

Fonds
NAV1/22/2025 Chg.+0.7300 Type of yield Investment Focus Investment company
156.3400GBP +0.47% reinvestment Equity Mixed Sectors Candriam ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - 8.30 -0.16 -4.20 3.97 1.44 -7.88 -
2023 2.96 -0.29 0.79 -0.89 1.48 3.72 1.08 0.22 -1.26 -1.59 4.72 3.85 +15.56%
2024 1.74 5.55 2.02 -3.71 3.72 3.84 -0.58 -0.06 0.09 2.61 6.47 -2.08 -
2025 5.28 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.22% 14.85% 13.56% -% -%
Sharpe ratio 10.81 1.50 1.59 - -
Best month +5.28% +6.47% +6.47% +8.30% -
Worst month -2.08% -2.08% -3.71% -7.88% -
Maximum loss -0.99% -6.26% -7.69% - -
Outperformance - - - - -
 
All quotes in GBP

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Candriam Sustain.Eq.US I paying dividend 79.3100 +20.47% -
Candriam Sustainable Equity US, ... reinvestment 1,259.3300 +18.34% -
Candriam Sustainable Equity US, ... reinvestment 1,600.2200 +25.85% -
Candriam Sustainable Equity US, ... reinvestment 1,570.0800 +24.35% -
Candriam Sustainable Equity US, ... reinvestment 1,355.6100 +20.23% -
Candriam Sustainable Equity US, ... reinvestment 1,233.6700 +20.85% -
Candriam Sustainable Equity US, ... reinvestment 1,232.0900 +20.71% -
Candriam Sustain.Eq.US R reinvestment 159.2200 +25.74% +39.76%
Candriam Sustainable Equity US, ... reinvestment 121.2400 +17.14% -
Candriam Sustainable Equity US, ... reinvestment 153.4500 +24.46% -
Candriam Sustainable Equity US, ... reinvestment 119.2700 +15.40% -
Candriam Sustainable Equity US, ... reinvestment 156.3400 +24.25% -
Candriam Sustainable Equity US, ... reinvestment 1,184.0900 +19.03% -
Candriam Sustain.Eq.US I reinvestment 82.1100 +20.47% +29.27%
Candriam Sustain.Eq.US V reinvestment 1,380.4900 +20.77% +30.26%
Candriam Sustain.Eq.US C reinvestment 65.7000 +19.22% +25.07%
Candriam Sustain.Eq.US C paying dividend 63.3200 +19.14% +24.95%

Performance

YTD  
+5.28%
6 Months  
+11.90%
1 Year  
+24.25%
3 Years     -
5 Years     -
Since start  
+49.77%
Year
2023  
+15.56%