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            Trend

            Last Previous Currency Date Chng
            203.92 204.51 EUR 26/04/09 -0.29

            Terms

            Isin LU1313771187
            Contract Type N.D.
            Currency EUR
            Class C
            Risk Class 4
            Assogestioni Category Azionari Area Euro
            Declared Benchmark 100% MSCI EMU Net TR (EUR)
            Start Date 16/05/17
            Advisor Name GOENEN Geoffroy
            Fund Asset Under Management 75,8080  at 26/03/31

            Performance

            Cumulatives
            1 month +4.04
            Ytd +0.69
            1 year +14.89
            3 years +19.98
            5 years +29.98
            Yearly
            03/31/2025 +9.80
            03/31/2024 +4.19
            03/31/2023 +15.13
            03/31/2022 -14.57
            03/31/2021 +23.95
            Rating
            Score
            60.1547

            Company

            Candriam
            Serenity Bloc B 19-21, route d�Arlon L-8009 - Strassen
            Tel. +352-27975130

            Costs

            Entrance (ACP) Min: 3,5000 - Max: 3,5000
            Management 1.5
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial N.Av. EUR
            Integrative N.Av. EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment N.Av.

            Costs

            Entrance (ACP) Min: 3,5000 - Max: 3,5000
            Management 1.5
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.29
            1 week +3.95
            1 month +4.04
            3 months -1.94
            6 months +0.90
            From the beginning of the year +0.69
            1 year +14.89
            2 years +9.78
            3 years +19.98
            4 years +27.13
            5 years +29.98
            Yearly
            03/31/2025 +9.80
            03/31/2024 +4.19
            03/31/2023 +15.13
            03/31/2022 -14.57
            03/31/2021 +23.95


            Rating
            Rating Rating
            Score
            60.1547

            Efficiency Indicators

            Sharpe 1 year -0.329
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.1284
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.2454
            Benchmark 5 years N.Av.
            Sortino 1 year -0.3725
            Benchmark 1 year N.Av.
            Sortino 3 years 0.1772
            Benchmark 3 years N.Av.
            Sortino 5 years 0.366
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +12.02
            3 years +12.00
            5 years +14.40
            Negative Volatility
            1 year +10.61
            3 years +8.69
            5 years +9.65

            Benchmark

            Standard Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Updated Monthly - 26/03/31

            Relative

            Sharpe 0.1284
            Sortino 0.1772
            Bull Market +7.98
            Bear Market -9.50
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 17,959 3 years 15,865 5 years 14,155
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,959
            20,084
              
            -2.57
            3 years 15,865
            12,745
              
            +12.26
            5 years 14,155
            5,149
              
            +24.22
            Performance             		20,084 -2.57 12,745 +12.26 5,149 +24.22
            Total Volatility
            1 year 17,959
            15,210
              
            +12.02
            3 years 15,865
            13,368
              
            +12.00
            5 years 14,155
            13,178
              
            +14.40
            Total Volatility             		15,210 +12.02 13,368 +12.00 13,178 +14.40
            Negative Volatility
            1 year 17,959
            18,818
              
            +10.61
            3 years 15,865
            15,080
              
            +8.69
            5 years 14,155
            12,965
              
            +9.65
            Negative Volatility             		18,818 +10.61 15,080 +8.69 12,965 +9.65
            Sharpe Index
            1 year 17,959
            17,665
              
            -0.33
            3 years 15,865
            13,754
              
            +0.13
            5 years 14,155
            6,184
              
            +0.25
            Sharpe Index             		17,665 -0.33 13,754 +0.13 6,184 +0.25
            Sortino Index
            1 year 17,959
            17,503
              
            -0.37
            3 years 15,865
            13,801
              
            +0.18
            5 years 14,155
            6,125
              
            +0.37
            Sortino Index             		17,503 -0.37 13,801 +0.18 6,184 +0.37

            By Category

              1 year 17,959 3 years 15,865 5 years 14,155
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,959
            163
              
            -2.57
            3 years 15,865
            155
              
            +12.26
            5 years 14,155
            135
              
            +24.22
            Performance             		163 -2.57 155 +12.26 135 +24.22
            Total Volatility
            1 year 17,959
            63
              
            +12.02
            3 years 15,865
            108
              
            +12.00
            5 years 14,155
            122
              
            +14.40
            Total Volatility             		63 +12.02 108 +12.00 122 +14.40
            Negative Volatility
            1 year 17,959
            147
              
            +10.61
            3 years 15,865
            140
              
            +8.69
            5 years 14,155
            119
              
            +9.65
            Negative Volatility             		147 +10.61 140 +8.69 119 +9.65
            Sharpe Index
            1 year 17,959
            164
              
            -0.33
            3 years 15,865
            154
              
            +0.13
            5 years 14,155
            136
              
            +0.25
            Sharpe Index             		164 -0.33 154 +0.13 136 +0.25
            Sortino Index
            1 year 17,959
            164
              
            -0.37
            3 years 15,865
            154
              
            +0.18
            5 years 14,155
            133
              
            +0.37
            Sortino Index             		164 -0.37 154 +0.18 133 +0.37

            Foreign Funds - Candriam Sust. Equity Emu C Eur: Performance, Terms, Fees, Risk, Rating


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