BFT France Solidaire ISR P EUR/ FR001400E5Y8 /
| NAV10/17/2024 | Chg.+0.7600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 99.3300EUR | +0.77% | paying dividend | Equity Mixed Sectors | BFT Inv.Managers ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | 1.13 | 0.91 | -2.34 | 3.35 | 1.28 | -3.21 | -3.75 | -6.28 | 5.63 | 2.98 | - |
| 2024 | 1.02 | 1.36 | 2.17 | -2.29 | 2.29 | -5.37 | 2.30 | 2.01 | -0.11 | -0.54 | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.72% | 11.90% | 10.66% | -% | -% |
| Sharpe ratio | 0.01 | -0.11 | 0.46 | - | - |
| Best month | +2.98% | +2.30% | +5.63% | - | - |
| Worst month | -5.37% | -5.37% | -6.28% | - | - |
| Maximum loss | -8.50% | -8.50% | -8.50% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| BFT France Solidaire ISR P EUR | reinvestment | 101.2500 | +8.29% | - | |
| BFT France Solidaire ISR P EUR | paying dividend | 99.3300 | +8.14% | - |
Performance
| YTD | +2.59% | ||
|---|---|---|---|
| 6 Months | +0.94% | ||
| 1 Year | +8.14% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +2.73% | ||
| Year | |||
Dividends
| 6/14/2024 | 2.10 EUR |
