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            Trend

            Last Previous Currency Date Chng
            29.40 29.22 EUR 26/04/10 +0.62

            Terms

            Isin LU1313771856
            Contract Type N.D.
            Currency EUR
            Class C
            Risk Class 4
            Assogestioni Category Azionari Europa
            Declared Benchmark 100% MSCI Europe NET RETOURN
            Start Date 16/05/17
            Advisor Name GOENEN Geoffroy
            Fund Asset Under Management 123,6905  at 26/03/31

            Performance

            Cumulatives
            1 month +2.74
            Ytd +0.21
            1 year +13.79
            3 years +8.46
            5 years +15.80
            Yearly
            03/31/2025 +7.17
            03/31/2024 +1.27
            03/31/2023 +7.18
            03/31/2022 -13.94
            03/31/2021 +24.20
            Rating
            Score
            22.1469

            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 -0.20
            1 week +3.11
            1 month +2.74
            3 months -2.18
            6 months +0.83
            From the beginning of the year +0.21
            1 year +13.79
            2 years +5.98
            3 years +8.46
            4 years +8.30
            5 years +15.80
            Yearly
            03/31/2025 +7.17
            03/31/2024 +1.27
            03/31/2023 +7.18
            03/31/2022 -13.94
            03/31/2021 +24.20


            Rating
            Rating Rating
            Score
            22.1469

            Efficiency Indicators

            Sharpe 1 year -0.4083
            Benchmark 1 year N.Av.
            Sharpe 3 years -0.1236
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.0907
            Benchmark 5 years N.Av.
            Sortino 1 year -0.4541
            Benchmark 1 year N.Av.
            Sortino 3 years -0.1619
            Benchmark 3 years N.Av.
            Sortino 5 years 0.1297
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +11.81
            3 years +11.81
            5 years +13.52
            Negative Volatility
            1 year +10.62
            3 years +9.02
            5 years +9.45

            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 -0.1236
            Sortino -0.1619
            Bull Market +7.28
            Bear Market -9.26
            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
            20,660
              
            -3.39
            3 years 15,865
            17,642
              
            +2.68
            5 years 14,155
            8,405
              
            +11.37
            Performance             		20,660 -3.39 17,642 +2.68 8,405 +11.37
            Total Volatility
            1 year 17,959
            14,854
              
            +11.81
            3 years 15,865
            13,119
              
            +11.81
            5 years 14,155
            11,876
              
            +13.52
            Total Volatility             		14,854 +11.81 13,119 +11.81 11,876 +13.52
            Negative Volatility
            1 year 17,959
            18,824
              
            +10.62
            3 years 15,865
            15,720
              
            +9.02
            5 years 14,155
            12,603
              
            +9.45
            Negative Volatility             		18,824 +10.62 15,720 +9.02 12,603 +9.45
            Sharpe Index
            1 year 17,959
            18,385
              
            -0.41
            3 years 15,865
            16,858
              
            -0.12
            5 years 14,155
            8,726
              
            +0.09
            Sharpe Index             		18,385 -0.41 16,858 -0.12 8,726 +0.09
            Sortino Index
            1 year 17,959
            18,152
              
            -0.45
            3 years 15,865
            16,821
              
            -0.16
            5 years 14,155
            8,701
              
            +0.13
            Sortino Index             		18,152 -0.45 16,821 -0.16 8,726 +0.13

            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
            550
              
            -3.39
            3 years 15,865
            520
              
            +2.68
            5 years 14,155
            412
              
            +11.37
            Performance             		550 -3.39 520 +2.68 412 +11.37
            Total Volatility
            1 year 17,959
            270
              
            +11.81
            3 years 15,865
            359
              
            +11.81
            5 years 14,155
            300
              
            +13.52
            Total Volatility             		270 +11.81 359 +11.81 300 +13.52
            Negative Volatility
            1 year 17,959
            466
              
            +10.62
            3 years 15,865
            436
              
            +9.02
            5 years 14,155
            322
              
            +9.45
            Negative Volatility             		466 +10.62 436 +9.02 322 +9.45
            Sharpe Index
            1 year 17,959
            559
              
            -0.41
            3 years 15,865
            533
              
            -0.12
            5 years 14,155
            427
              
            +0.09
            Sharpe Index             		559 -0.41 533 -0.12 427 +0.09
            Sortino Index
            1 year 17,959
            556
              
            -0.45
            3 years 15,865
            530
              
            -0.16
            5 years 14,155
            427
              
            +0.13
            Sortino Index             		556 -0.45 530 -0.16 427 +0.13

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


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