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PEA Amundi Asia

Amundi PEA Asie Emergente (MSCI Emerging Asia) Screened UCITS

Monthly Rebalancing
EUR
High Risk
6.9yr backtest

Performance Summary

Total Return+69.05%
Annualized Return+7.93%
Volatility+20.37%
Sharpe Ratio0.29
Max Drawdown+33.49%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Monthly-rebalanced ETF portfolio investing in screened emerging Asian equities for targeted growth potential.
AssetTypeAllocationTER
PAASI.PA
Amundi PEA Asie Emergente (MSCI Emerging Asia) Screened UCITS ETF EUR (C/D)FR0013412012
ETF
100.0%0.3%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €16,905.12
Histogram of Monthly Returns
The portfolio had a positive return during 50 of the 84 months (60%)
Monthly Returns Heatmap
Best month: +13.7% • Worst month: -10.1% • Best year: 2025 (+22.0%) • Worst year: 2022 (-16.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+7.0%+6.7%-10.1%+1.8%--------+4.5%
2025+2.0%+1.6%-3.2%-4.7%+4.3%+3.8%+5.0%-0.6%+7.7%+7.2%-3.8%+1.7%+22.0%
2024-3.4%+4.5%+1.3%+1.1%+0.4%+3.8%-0.2%-0.4%+9.5%-1.8%+0.9%+1.5%+17.8%
2023+7.8%-5.5%+1.3%-3.7%+0.9%+1.8%+4.9%-5.2%-0.0%-3.9%+2.2%+0.9%+0.5%
2022-1.5%-3.3%-3.1%+0.1%-1.5%-1.8%+0.8%+0.9%-9.8%-6.5%+13.7%-4.5%-16.7%
2021+5.7%+1.1%-0.2%-1.2%-0.4%+3.4%-7.8%+2.0%-1.6%+1.3%-1.0%+1.5%+2.0%
2020-4.9%-1.5%-9.4%+7.8%-2.6%+8.2%+3.5%+2.5%+2.0%+3.3%+5.0%+4.2%+17.7%
2019-----1.9%+3.9%+0.2%-2.7%+3.4%+1.5%+2.1%+5.1%+11.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.49% • The longest drawdown period lasted for 4 years and 7 months and was between February 2021 and September 2025. It reached a trough of -33.5%.

Detailed Metrics

Returns
Total Return
+69.05%
Annualized Return
+7.93%
Avg Monthly Return
+0.72%
Risk
Volatility (Annual)
+20.37%
Max Drawdown
+33.49%
Positive Months
60%
Average Drawdown
-14.5%
Risk-Adjusted
Sharpe Ratio
0.29
Risk-free rate: 2.0%
Sortino Ratio
0.28
Downside risk adjusted
Return/Volatility
0.39
Calmar Ratio
0.24
Return/Max Drawdown
Ulcer Index
16.68
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
16,905.12
Backtest Period
2019-05-15 to 2026-04-02
6.9 years
Rebalancing
monthly
Base Currency
EUR