C-QUADRAT ARTS Total Return ESG I/ AT0000A2RXB0 /
| NAV01/10/2024 | Chg.+0.3300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 101.7000EUR | +0.33% | reinvestment | Mixed Fund Worldwide | Ampega Investment ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | 3.10 | -2.93 | 3.73 | 2.44 | -0.91 | - |
| 2022 | -8.57 | -2.12 | -0.79 | 0.05 | -5.02 | 0.55 | -1.13 | -1.19 | -0.09 | 0.17 | -1.85 | -2.85 | -20.91% |
| 2023 | -0.66 | 1.34 | -4.57 | 0.69 | 1.62 | 1.22 | 0.78 | -1.58 | -1.03 | -2.45 | 3.19 | 3.28 | +1.57% |
| 2024 | 5.23 | 3.86 | 4.34 | -3.73 | 4.01 | -0.01 | 0.95 | 0.82 | 1.25 | 0.33 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.09% | 11.45% | 10.50% | 10.09% | -% |
| Ratio de Sharpe | 1.94 | 0.23 | 1.88 | -0.31 | - |
| Le meilleur mois | +5.23% | +4.01% | +5.23% | +5.23% | - |
| Le plus défavorable mois | -3.73% | -3.73% | -3.73% | -8.57% | - |
| Perte maximale | -6.67% | -6.67% | -6.67% | -27.76% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| C-QUADRAT ARTS Total Return ESG ... | reinvestment | 114.1400 | +23.57% | +1.95% | |
| C-QUADRAT ARTS Total Return ESG ... | reinvestment | 101.7000 | +22.99% | +0.53% | |
| C-QUADRAT ARTS Total Return ESG ... | reinvestment | 103.4000 | +23.64% | +2.06% | |
| C-QUADRAT ARTS Total Return ESG ... | reinvestment | 190.8500 | +22.55% | -0.45% |
Performance
| CAD | +18.02% | ||
|---|---|---|---|
| 6 Mois | +2.90% | ||
| 1 An | +22.99% | ||
| 3 Ans | +0.53% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +3.78% | ||
| Année | |||
| 2023 | +1.57% | ||
| 2022 | -20.91% | ||
