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Amundi (AMUN.PA)

Equity · Currency in EUR · Last updated Nov 30, 2022

Company Info

ISINFR0004125920
SectorFinancial Services
IndustryAsset Management

AMUN.PAShare Price Chart


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AMUN.PAPerformance

The chart shows the growth of €10,000 invested in Amundi in Nov 2015 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €15,516 for a total return of roughly 55.16%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovember
-2.05%
-5.25%
AMUN.PA (Amundi)
Benchmark (^GSPC)

AMUN.PACompare to other instruments

Search for stocks, ETFs, and funds to compare with AMUN.PA

Popular comparisons: AMUN.PA vs. VOO

AMUN.PAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M12.25%1.45%
6M-2.59%-4.82%
YTD-21.58%-16.95%
1Y-23.79%-13.85%
5Y-2.63%8.38%
10Y6.32%9.46%

AMUN.PAMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-5.38%-9.10%-0.32%-7.23%1.50%-3.60%1.34%-4.16%-15.27%11.22%10.09%
2021-8.08%2.61%8.25%8.65%2.07%2.27%4.77%2.89%-9.05%5.69%-4.67%-1.23%
20204.79%-11.74%-16.71%12.53%10.48%4.11%-7.75%1.24%-7.53%-6.48%18.65%0.00%
20198.75%17.05%-4.53%14.17%-4.66%5.68%1.63%-6.81%10.06%0.00%7.34%1.75%
20187.57%-11.63%-2.83%8.00%-8.05%-5.12%-0.51%5.18%3.93%-18.53%-3.77%-8.77%
20172.16%7.72%4.06%9.20%4.48%4.01%3.08%-0.96%8.74%3.50%3.02%-5.77%
2016-10.99%-0.35%9.26%-3.95%12.51%-12.91%4.39%11.06%7.09%-3.99%3.82%7.28%
20152.32%-9.44%

AMUN.PASharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Amundi Sharpe ratio is -0.62. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.200.00JulyAugustSeptemberOctoberNovember
-0.62
-0.67
AMUN.PA (Amundi)
Benchmark (^GSPC)

AMUN.PADividend History

Amundi granted a 7.79% dividend yield in the last twelve months. The annual payout for that period amounted to €4.10 per share.


PeriodTTM2021202020192018201720162015
Dividend€4.10€2.90€0.00€2.90€2.50€2.20€1.99€0.00

Dividend yield

7.79%4.32%0.00%4.67%6.41%3.82%5.23%0.00%

AMUN.PADrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-30.54%
-17.47%
AMUN.PA (Amundi)
Benchmark (^GSPC)

AMUN.PAWorst Drawdowns

The table below shows the maximum drawdowns of the Amundi. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Amundi is 45.78%, recorded on Oct 12, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.78%Aug 11, 2021304Oct 12, 2022
-39.96%Feb 20, 202018Mar 16, 2020314Jun 8, 2021332
-39.1%Feb 2, 2018234Jan 3, 2019217Nov 7, 2019451
-30.12%Nov 27, 201553Feb 11, 2016147Sep 7, 2016200
-8.89%Mar 10, 20173Mar 14, 201711Mar 29, 201714
-7.61%Sep 29, 201627Nov 4, 201621Dec 5, 201648
-6.88%Aug 9, 201715Aug 29, 201714Sep 18, 201729
-5.98%May 16, 20172May 17, 201711Jun 1, 201713
-5.77%Dec 1, 201719Dec 29, 201720Jan 29, 201839
-5.63%Feb 16, 20177Feb 24, 20179Mar 9, 201716

AMUN.PAVolatility Chart

Current Amundi volatility is 25.02%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovember
25.02%
12.66%
AMUN.PA (Amundi)
Benchmark (^GSPC)