Antecedo Defensive Growth R/ DE000A2PMW94 /
| NAV23/07/2024 | Chg.-0.0800 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 181.0000EUR | -0.04% | reinvestment | Equity North America | Universal-Investment ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | 2.68 | 12.43 | 3.40 | 6.90 | 6.31 | 12.67 | -5.35 | -1.07 | 2.51 | 2.77 | - |
| 2021 | 3.87 | -0.93 | -3.24 | 3.94 | -3.07 | 4.58 | 3.15 | 3.20 | -4.74 | 4.88 | 3.74 | -1.06 | +14.51% |
| 2022 | -6.75 | -1.97 | 1.53 | -3.62 | -0.62 | 0.48 | 2.16 | -1.32 | -0.18 | -0.83 | -0.30 | -2.44 | -13.29% |
| 2023 | 1.66 | -0.82 | 6.19 | -1.95 | 6.84 | 2.39 | 2.48 | -2.12 | -3.98 | -1.84 | 3.64 | 3.95 | +16.97% |
| 2024 | 1.17 | 3.04 | 0.64 | -3.55 | 3.00 | 4.80 | 0.27 | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.22% | 11.30% | 10.29% | 10.92% | -% |
| Ratio de Sharpe | 1.26 | 1.02 | 0.72 | 0.13 | - |
| Le meilleur mois | +4.80% | +4.80% | +4.80% | +6.84% | +12.67% |
| Le plus défavorable mois | -3.55% | -3.55% | -3.98% | -6.75% | -6.75% |
| Perte maximale | -4.42% | -4.42% | -7.75% | -16.45% | - |
| Surperformance | -4.01% | - | -17.07% | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Antecedo Defensive Growth I | reinvestment | 218.5000 | +11.82% | +18.66% | |
| Antecedo Defensive Growth R | reinvestment | 181.0000 | +11.08% | +16.17% |
Performance
| CAD | +9.53% | ||
|---|---|---|---|
| 6 Mois | +7.35% | ||
| 1 An | +11.08% | ||
| 3 Ans | +16.17% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +87.10% | ||
| Année | |||
| 2023 | +16.97% | ||
| 2022 | -13.29% | ||
| 2021 | +14.51% | ||
