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Amundi (AMUN.PA)

Equity · Currency in EUR · Last updated Jun 25, 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 on Nov 13, 2015 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €16,205 for a total return of roughly 62.05%. All prices are adjusted for splits and dividends.


AMUN.PA (Amundi)
Benchmark (^GSPC)

AMUN.PAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M1.86%-0.75%
YTD-22.25%-17.91%
6M-21.11%-17.21%
1Y-24.08%-7.76%
5Y1.28%9.71%
10Y7.45%10.08%

AMUN.PAMonthly Returns Heatmap


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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 -0.84. 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.


AMUN.PA (Amundi)
Benchmark (^GSPC)

AMUN.PADividend History

Amundi granted a 7.86% 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€3.10€2.90€2.50€2.20€1.99€0.00

Dividend yield

7.86%4.32%5.22%4.92%6.75%4.02%5.51%0.00%

AMUN.PADrawdowns Chart

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


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 39.96%, recorded on Mar 16, 2020. It took 271 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.96%Feb 20, 202018Mar 16, 2020271Apr 8, 2021289
-39.1%Feb 2, 2018234Jan 3, 2019217Nov 7, 2019451
-37.16%Aug 11, 2021218Jun 14, 2022
-30.12%Nov 27, 201552Feb 11, 2016147Sep 7, 2016199
-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 32.32%. 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.


AMUN.PA (Amundi)
Benchmark (^GSPC)

Portfolios with Amundi


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