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            Trend

            Last Previous Currency Date Chng
            30.05 29.99 EUR 26/06/11 +0.20

            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 129,0040  at 26/04/30

            Performance

            Cumulatives
            1 month +1.62
            Ytd +3.05
            1 year +0.84
            3 years +10.44
            5 years +13.47
            Yearly
            05/31/2025 +7.17
            05/31/2024 +1.27
            05/31/2023 +7.18
            05/31/2022 -13.94
            05/31/2021 +24.20
            Rating
            Score
            18.602

            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 -0.92
            1 month +1.62
            3 months +4.45
            6 months +4.81
            From the beginning of the year +3.05
            1 year +0.84
            2 years +6.52
            3 years +10.44
            4 years +24.12
            5 years +13.47
            Yearly
            05/31/2025 +7.17
            05/31/2024 +1.27
            05/31/2023 +7.18
            05/31/2022 -13.94
            05/31/2021 +24.20


            Rating
            Rating Rating
            Score
            18.602

            Efficiency Indicators

            Sharpe 1 year 0.1279
            Benchmark 1 year N.Av.
            Sharpe 3 years -0.0005
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.1476
            Benchmark 5 years N.Av.
            Sortino 1 year 0.1569
            Benchmark 1 year N.Av.
            Sortino 3 years 0.0024
            Benchmark 3 years N.Av.
            Sortino 5 years 0.2084
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +13.51
            3 years +12.30
            5 years +13.77
            Negative Volatility
            1 year +11.13
            3 years +9.09
            5 years +9.53

            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 - 26/05/29

            Relative

            Sharpe -0.0005
            Sortino 0.0024
            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 17,946 3 years 15,848 5 years 14,193
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,946
            16,772
              
            +2.43
            3 years 15,848
            14,521
              
            +11.97
            5 years 14,193
            8,544
              
            +16.70
            Performance             		16,772 +2.43 14,521 +11.97 8,544 +16.70
            Total Volatility
            1 year 17,946
            16,365
              
            +13.51
            3 years 15,848
            12,989
              
            +12.30
            5 years 14,193
            11,725
              
            +13.77
            Total Volatility             		16,365 +13.51 12,989 +12.30 11,725 +13.77
            Negative Volatility
            1 year 17,946
            19,589
              
            +11.13
            3 years 15,848
            15,690
              
            +9.09
            5 years 14,193
            12,482
              
            +9.53
            Negative Volatility             		19,589 +11.13 15,690 +9.09 12,482 +9.53
            Sharpe Index
            1 year 17,946
            16,766
              
            +0.13
            3 years 15,848
            16,039
              
            -0.00
            5 years 14,193
            8,766
              
            +0.15
            Sharpe Index             		16,766 +0.13 16,039 -0.00 8,766 +0.15
            Sortino Index
            1 year 17,946
            16,834
              
            +0.16
            3 years 15,848
            16,066
              
            +0.00
            5 years 14,193
            8,713
              
            +0.21
            Sortino Index             		16,834 +0.16 16,066 +0.00 8,766 +0.21

            By Category

              1 year 17,946 3 years 15,848 5 years 14,193
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,946
            531
              
            +2.43
            3 years 15,848
            517
              
            +11.97
            5 years 14,193
            413
              
            +16.70
            Performance             		531 +2.43 517 +11.97 413 +16.70
            Total Volatility
            1 year 17,946
            373
              
            +13.51
            3 years 15,848
            361
              
            +12.30
            5 years 14,193
            300
              
            +13.77
            Total Volatility             		373 +13.51 361 +12.30 300 +13.77
            Negative Volatility
            1 year 17,946
            464
              
            +11.13
            3 years 15,848
            434
              
            +9.09
            5 years 14,193
            317
              
            +9.53
            Negative Volatility             		464 +11.13 434 +9.09 317 +9.53
            Sharpe Index
            1 year 17,946
            550
              
            +0.13
            3 years 15,848
            522
              
            -0.00
            5 years 14,193
            418
              
            +0.15
            Sharpe Index             		550 +0.13 522 -0.00 418 +0.15
            Sortino Index
            1 year 17,946
            549
              
            +0.16
            3 years 15,848
            522
              
            +0.00
            5 years 14,193
            416
              
            +0.21
            Sortino Index             		549 +0.16 522 +0.00 416 +0.21

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


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