CAC Bien de consommation

The chart shows the growth of an initial investment of $10,000 in CAC Bien de consommation , comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

As of Apr 16, 2026, the CAC Bien de consommation returned -10.34% Year-To-Date and 7.35% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Aug 31, 2009, CAC Bien de consommation 's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2020 with a return of +22.6%, while the worst month was Sep 2011 at -17.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CAC Bien de consommation closed higher 52% of trading days. The best single day was Oct 7, 2010 with a return of +10.7%, while the worst single day was Mar 12, 2020 at -12.0%.

CAC Bien de consommation has an annualized alpha of 0.48%, beta of 0.73, and R² of 0.32 versus S&P 500 Index. Calculated based on daily prices since August 31, 2009.

• This portfolio participated in 106.68% of S&P 500 Index downside but only 87.16% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.32 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

CAC Bien de consommation has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

CAC Bien de consommation ranks 2 for risk / return — in the bottom 2% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

CAC Bien de consommation Sharpe ratios as of Apr 16, 2026 (values are recalculated daily):

• 1-Year: -0.17
• 5-Year: 0.05
• 10-Year: 0.34
• All Time: 0.37

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 2.20 to 3.02, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of CAC Bien de consommation compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

CAC Bien de consommation provided a 4.19% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the CAC Bien de consommation . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the CAC Bien de consommation was 36.35%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.

The current CAC Bien de consommation drawdown is 19.52%.

The chart below shows the rolling one-month volatility.