Carmignac Court Terme A EUR Acc | +3.5 % | +6.4 % | +5.4 % | +3.9 % |
Reference Indicator | +3.8 % | +6.8 % | +5.7 % | +4.1 % |
Category Average | +3.6 % | +5.8 % | +4.8 % | +3.2 % |
Ranking (quartile) | 4 | 3 | 3 | 3 |
The unfavourable scenario occurred for an investment between 02/2022 and 03/2022.
The moderate scenario occurred for an investment between 08/2020 and 09/2020.
The favourable scenario occurred for an investment between 12/2023 and 01/2024.
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 | +0.2 % | +0.3 % | +0.2 % |
Reference Indicator | +0.3 % | +0.3 % | +0.2 % |
Calculation : Weekly basis