BFT France Solidaire ISR P EUR/ FR001400E5X0 /
| NAV16/07/2024 | Chg.-0.4800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 99.6200EUR | -0.48% | reinvestment | Equity Mixed Sectors | BFT Inv.Managers ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | 1.13 | 0.89 | -2.45 | 3.23 | 1.21 | -3.30 | -3.79 | -6.24 | 5.63 | 3.01 | - |
| 2024 | 1.10 | 1.33 | 2.21 | -2.35 | 2.30 | -5.37 | 2.08 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.40% | 10.54% | 10.71% | -% | -% |
| Sharpe ratio | -0.17 | 0.14 | -0.55 | - | - |
| Best month | +3.01% | +2.30% | +5.63% | - | - |
| Worst month | -5.37% | -5.37% | -6.24% | - | - |
| Maximum loss | -6.81% | -6.81% | -13.92% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| BFT France Solidaire ISR P EUR | reinvestment | 99.6200 | -2.19% | - | |
| BFT France Solidaire ISR P EUR | paying dividend | 97.7900 | -2.12% | - |
Performance
| YTD | +1.03% | ||
|---|---|---|---|
| 6 Months | +2.52% | ||
| 1 Year | -2.19% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +0.82% | ||
| Year | |||
