Carmignac Investissement A EUR Acc | +29.4 % | +17.2 % | +70.8 % | +96.9 % |
Reference Indicator | +30.3 % | +33.1 % | +78.8 % | +186.7 % |
Category Average | +26.0 % | +13.4 % | +62.1 % | +161.6 % |
Ranking (quartile) | 2 | 2 | 2 | 4 |
These measures are used to assess a Fund's risk-adjusted performance. A well-performing Fund should ideally have a solid return (measured by the Sharpe ratio and alpha) relative to its risk (measured by volatility), while being well aligned with market expectations (measured by beta relative to the reference indicator).
Fund | +15.4 % | +17.5 % | +15.5 % |
Reference Indicator | +13.4 % | +16.2 % | +15.3 % |
Calculation : Weekly basis
The unfavourable scenario occurred for an investment between 03/2015 and 03/2020.
The moderate scenario occurred for an investment between 02/2017 and 02/2022.
The favourable scenario occurred for an investment between 04/2016 and 04/2021.