Amundi Funds - Optimal Yield Short Term E2 EUR (C)

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

ISIN: LU1883339316

Categoria Morningstar: Global Flexible Bond

Società: Amundi

Seeks to increase the value of your investment and to provide income over the recommended holding period. The Sub-Fund invests mainly in bonds of any type, from a broad range of issuers, including governments, supranational entities, international public bodies and corporations from anywhere in the world as well as money market securities. The Sub-Fund’s average interest rate duration will not be greater than 3 years. The overall emerging market currency exposure may not exceed 25% of the Sub-Fund’s assets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -2,49 3 anni: -1,81 5 anni: -1,71 Inizio: -1,21 2023: 0,65 2022: -13,39 2021: 0,49 2020: 1,17 2019: 5,84
Rendimento annuo: Categoria 1 anno: -2,25 3 anni: -0,85 5 anni: -0,28 Inizio: - 2023: 0,94 2022: -11,60 2021: -3,00 2020: 7,73 2019: 7,19
Rendimento annuo: Percentile 1 anno: 50,00 3 anni: 76,00 5 anni: 93,00 Inizio:- 2023: 31,00 2022: 87,00 2021: 78,00 2020: 30,00 2019: 74,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,36 3 Sharpe Ratio: -0,19 5 Correlazione: 79,34 Beta: 1,31 Alfa: 4,93 Tracking error: 8,38 Info Ratio: 0,33
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond. Data: 2023-05-25
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond. Data: 2023-05-25