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Candriam Sust. Equity Climate Action C $
182.96
+2.10%
Currency: USD
Date: 26/04/01
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 182.96 | 179.20 | USD | 26/04/01 | +2.10 |
Terms
| Isin | LU1932633644 |
| Contract Type | N.D. |
| Currency | USD |
| Class | C |
| Risk Class | 4 |
| Assogestioni Category | Azionari Internazionali |
| Declared Benchmark | 100% MSCI AC World Index Net TR (Loc) |
| Start Date | 19/05/20 |
| Advisor Name | Koen Popleu |
| Fund Asset Under Management | 4,0324 at 26/02/27 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -2.89 |
| Ytd | +3.06 |
| 1 year | +16.90 |
| 3 years | +9.19 |
| 5 years | +6.34 |
| Yearly | |
|---|---|
| 02/28/2025 | +5.69 |
| 02/29/2024 | +6.16 |
| 02/28/2023 | +0.33 |
| 02/28/2022 | -22.80 |
| 02/28/2021 | +22.49 |
| Rating |
|---|
|
| Score |
|---|
| 23.2081 |
Company
Candriam
Serenity Bloc B 19-21, route d�Arlon L-8009 - Strassen
Tel. +352-27975130
Serenity Bloc B 19-21, route d�Arlon L-8009 - Strassen
Tel. +352-27975130
Costs
| Entrance (ACP) | Min: 3,5000 - Max: 3,5000 |
| Management | 1.6 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | N.Av. USD |
| Integrative | N.Av. USD |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | N.Av. |
Costs
| Entrance (ACP) | Min: 3,5000 - Max: 3,5000 |
| Management | 1.6 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | +1.16 |
| 1 week | +0.10 |
| 1 month | -2.89 |
| 3 months | +3.06 |
| 6 months | +4.34 |
| From the beginning of the year | +3.06 |
| 1 year | +16.90 |
| 2 years | +9.31 |
| 3 years | +9.19 |
| 4 years | -0.23 |
| 5 years | +6.34 |
| Yearly | |
|---|---|
| 02/28/2025 | +5.69 |
| 02/29/2024 | +6.16 |
| 02/28/2023 | +0.33 |
| 02/28/2022 | -22.80 |
| 02/28/2021 | +22.49 |
| Rating |
|---|
|
|
| Score |
|---|
| 23.2081 |
Efficiency Indicators
| Sharpe 1 year | 0.2524 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | -0.014 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.0566 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 0.3981 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | -0.0186 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.079 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +13.76 |
| 3 years | +13.68 |
| 5 years | +16.96 |
| Negative Volatility | |
|---|---|
| 1 year | +8.89 |
| 3 years | +9.76 |
| 5 years | +11.66 |
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 - 26/02/27
Relative
| Sharpe | -0.014 |
| Sortino | -0.0186 |
| Bull Market | +5.13 |
| Bear Market | -7.33 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 4 |
General
| 1 year 18,005 | 3 years 15,888 | 5 years 14,134 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 18,005
5,141
+12.76
3 years 15,888
14,851
+11.87
5 years 14,134
9,396
+14.51
|
5,141 | +12.76 | 14,851 | +11.87 | 9,396 | +14.51 |
|
Total Volatility
1 year 18,005
18,094
+13.76
3 years 15,888
16,904
+13.68
5 years 14,134
15,639
+16.96
|
18,094 | +13.76 | 16,904 | +13.68 | 15,639 | +16.96 |
|
Negative Volatility
1 year 18,005
17,047
+8.89
3 years 15,888
17,666
+9.76
5 years 14,134
15,681
+11.66
|
17,047 | +8.89 | 17,666 | +9.76 | 15,681 | +11.66 |
|
Sharpe Index
1 year 18,005
12,373
+0.25
3 years 15,888
15,797
-0.01
5 years 14,134
10,997
+0.06
|
12,373 | +0.25 | 15,797 | -0.01 | 10,997 | +0.06 |
|
Sortino Index
1 year 18,005
12,184
+0.40
3 years 15,888
15,803
-0.02
5 years 14,134
10,921
+0.08
|
12,184 | +0.40 | 15,803 | -0.02 | 10,997 | +0.08 |
By Category
| 1 year 18,005 | 3 years 15,888 | 5 years 14,134 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 18,005
278
+12.76
3 years 15,888
1,074
+11.87
5 years 14,134
873
+14.51
|
278 | +12.76 | 1,074 | +11.87 | 873 | +14.51 |
|
Total Volatility
1 year 18,005
870
+13.76
3 years 15,888
1,025
+13.68
5 years 14,134
940
+16.96
|
870 | +13.76 | 1,025 | +13.68 | 940 | +16.96 |
|
Negative Volatility
1 year 18,005
522
+8.89
3 years 15,888
1,087
+9.76
5 years 14,134
931
+11.66
|
522 | +8.89 | 1,087 | +9.76 | 931 | +11.66 |
|
Sharpe Index
1 year 18,005
508
+0.25
3 years 15,888
1,128
-0.01
5 years 14,134
966
+0.06
|
508 | +0.25 | 1,128 | -0.01 | 966 | +0.06 |
|
Sortino Index
1 year 18,005
482
+0.40
3 years 15,888
1,128
-0.02
5 years 14,134
964
+0.08
|
482 | +0.40 | 1,128 | -0.02 | 964 | +0.08 |
Data provided by 