C-QUADRAT ARTS Best Momentum VT/ AT0000A08LD9 /
| NAV05/09/2024 | Chg.-1.1500 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 287.8700EUR | -0.40% | Full reinvestment | Equity Worldwide | Ampega Investment ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | -6.21 | -5.48 | 1.61 | -6.94 | -6.79 | -4.27 | -3.50 | - |
| 2009 | 0.83 | -6.44 | 0.07 | 3.33 | 11.04 | 2.01 | 6.50 | 1.31 | 2.79 | -2.18 | 2.82 | 4.63 | +28.95% |
| 2010 | -2.25 | 0.89 | 7.51 | 2.54 | -2.57 | 3.63 | -2.33 | 3.81 | 4.17 | -1.11 | 1.43 | 5.72 | +22.94% |
| 2011 | -1.64 | 0.12 | -1.01 | 0.82 | -0.98 | -4.32 | 1.05 | -9.60 | -5.62 | -0.25 | -0.80 | 5.22 | -16.41% |
| 2012 | 0.57 | 1.24 | 2.05 | -0.16 | -2.88 | 1.41 | 5.99 | -2.06 | 0.52 | -0.52 | 0.29 | 1.00 | +7.44% |
| 2013 | 2.65 | 1.26 | 3.94 | 1.08 | 0.69 | -5.26 | 2.89 | -1.74 | 4.08 | 2.33 | 1.40 | -0.45 | +13.22% |
| 2014 | -0.79 | 3.39 | -0.68 | 0.63 | 2.92 | 1.50 | 1.63 | 0.99 | 0.13 | -1.05 | 3.75 | 1.69 | +14.92% |
| 2015 | 5.68 | 1.61 | 1.58 | 0.70 | 0.39 | -4.19 | 0.83 | -8.80 | -1.93 | 3.91 | 2.02 | -2.85 | -1.88% |
| 2016 | -8.28 | -0.07 | 0.99 | 0.08 | -0.52 | 0.19 | 3.29 | 0.17 | -0.50 | 1.09 | -1.56 | 3.66 | -1.95% |
| 2017 | 0.86 | 0.93 | 1.55 | 2.00 | 3.54 | -2.80 | 0.82 | -1.04 | 1.96 | 3.45 | 0.55 | 0.70 | +13.08% |
| 2018 | 2.88 | -3.57 | -3.48 | 1.43 | 2.33 | -1.40 | -0.10 | 1.46 | -0.85 | -5.78 | 2.36 | -8.50 | -13.08% |
| 2019 | 4.81 | 1.78 | 1.27 | 2.08 | -4.44 | 0.99 | 2.52 | -1.62 | 1.96 | -1.59 | 1.92 | 0.21 | +10.01% |
| 2020 | 0.46 | -4.11 | -16.32 | 6.63 | 0.97 | 1.14 | 4.21 | 5.21 | -2.27 | 0.53 | 10.76 | 2.85 | +7.71% |
| 2021 | 3.81 | 1.15 | -0.06 | 0.24 | 2.07 | 1.11 | 2.18 | 1.56 | -2.61 | 2.23 | 1.67 | 1.52 | +15.78% |
| 2022 | -6.29 | 0.70 | 5.18 | 2.94 | -2.79 | -7.75 | 0.90 | -3.22 | -6.41 | 0.54 | -0.45 | -3.20 | -18.87% |
| 2023 | 5.86 | 2.37 | -3.37 | 0.97 | 0.42 | 1.97 | 1.25 | -1.85 | -0.35 | -4.17 | 3.59 | 2.01 | +8.57% |
| 2024 | 2.62 | 2.67 | 4.68 | -1.54 | 0.82 | -1.70 | -1.88 | -0.43 | -0.33 | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.37% | 11.01% | 9.21% | 10.77% | 11.55% |
| Ratio de Sharpe | 0.36 | -0.68 | 0.10 | -0.50 | -0.04 |
| Le meilleur mois | +4.68% | +4.68% | +4.68% | +5.86% | +10.76% |
| Le plus défavorable mois | -1.88% | -1.88% | -4.17% | -7.75% | -16.32% |
| Perte maximale | -11.28% | -11.28% | -11.28% | -22.06% | -25.98% |
| Surperformance | +7.63% | - | +6.21% | -4.93% | -8.56% |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| C-QUADRAT ARTS Best Momentum EUR... | reinvestment | 110.9500 | +5.20% | -3.61% | |
| C-QUADRAT ARTS Best Momentum VTA... | Full reinvestment | 139.0000 | +5.43% | +3.86% | |
| C-QUADRAT ARTS Best Momentum VT | Full reinvestment | 287.8700 | +4.41% | -5.53% | |
| C-QUADRAT ARTS Best Momentum T (... | reinvestment | 1,113.6400 | -0.18% | -11.07% | |
| C-QUADRAT ARTS Best Momentum T | reinvestment | 266.9500 | +4.41% | -5.75% |
Performance
| CAD | +4.81% | ||
|---|---|---|---|
| 6 Mois | -2.05% | ||
| 1 An | +4.41% | ||
| 3 Ans | -5.53% | ||
| 5 Ans | +16.10% | ||
| 10 ans | +22.84% | ||
| Depuis le début | +61.38% | ||
| Année | |||
| 2023 | +8.57% | ||
| 2022 | -18.87% | ||
| 2021 | +15.78% | ||
| 2020 | +7.71% | ||
| 2019 | +10.01% | ||
| 2018 | -13.08% | ||
| 2017 | +13.08% | ||
| 2016 | -1.95% | ||
| 2015 | -1.88% | ||
