Echiquier Arty SRI I/ FR0011645555 /
| NAV28/08/2024 | Chg.+2.2900 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 1,372.9900EUR | +0.17% | reinvestment | Mixed Fund Europe | La Fin.d.l'Echiquier ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | - | 0.13 | - |
| 2014 | -0.43 | 2.86 | 1.00 | 1.13 | 0.92 | -0.08 | -0.68 | 0.43 | -0.04 | -0.91 | 1.18 | -0.32 | +5.13% |
| 2015 | 3.81 | 2.68 | 0.21 | 0.17 | 0.08 | -2.42 | 1.71 | -3.38 | -2.82 | 4.09 | 1.13 | -2.15 | +2.79% |
| 2016 | -2.99 | -0.39 | 2.22 | 1.04 | 1.00 | -1.66 | 2.46 | 1.12 | -0.22 | 1.11 | -1.14 | 2.61 | +5.12% |
| 2017 | -0.15 | 1.23 | 1.23 | 1.11 | 1.18 | -0.51 | 0.48 | -0.29 | 1.46 | 0.69 | -0.65 | 0.33 | +6.23% |
| 2018 | 0.29 | -1.14 | -0.92 | 1.26 | -1.45 | -1.13 | 0.69 | -1.27 | 0.18 | -2.08 | -1.17 | -2.26 | -8.70% |
| 2019 | 2.06 | 1.28 | 0.81 | 1.45 | -1.93 | 2.05 | 0.93 | -0.18 | 0.54 | 0.77 | 0.99 | 1.05 | +10.21% |
| 2020 | 0.00 | -2.57 | -8.03 | 4.85 | 1.91 | 1.16 | 1.19 | 1.62 | -0.22 | -1.38 | 4.77 | 1.36 | +4.08% |
| 2021 | -0.15 | 0.18 | 1.94 | 1.05 | 0.17 | 0.92 | 0.38 | 1.16 | -1.32 | 1.13 | -0.91 | 1.51 | +6.16% |
| 2022 | -1.92 | -2.90 | 0.29 | -2.23 | -0.28 | -4.38 | 4.71 | -2.39 | -4.36 | 2.22 | 3.27 | -2.34 | -10.27% |
| 2023 | 2.96 | -0.23 | 0.40 | 0.64 | 0.22 | 0.21 | 0.88 | -0.21 | -0.89 | -0.14 | 3.13 | 2.84 | +10.16% |
| 2024 | 0.01 | -0.29 | 1.54 | -0.73 | 1.15 | 0.41 | 0.90 | 0.38 | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 3.18% | 3.19% | 3.34% | 4.94% | 5.90% |
| Ratio de Sharpe | 0.54 | 1.32 | 1.59 | -0.54 | -0.04 |
| Le meilleur mois | +2.84% | +1.54% | +3.13% | +4.71% | +4.85% |
| Le plus défavorable mois | -0.73% | -0.73% | -0.89% | -4.38% | -8.03% |
| Perte maximale | -1.30% | -1.30% | -1.97% | -13.92% | -17.10% |
| Surperformance | -2.12% | - | -1.43% | +1.97% | +4.20% |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Echiquier Arty SRI I | reinvestment | 1,372.9900 | +8.82% | +2.52% | |
| Echiquier Arty SRI R | reinvestment | 1,651.9800 | +7.63% | -0.80% | |
| Echiquier Arty SRI A | reinvestment | 1,787.2400 | +8.17% | +0.70% | |
| Echiquier Arty SRI D | paying dividend | 1,092.1700 | +7.21% | -6.13% | |
| Echiquier Arty SRI G | reinvestment | 1,247.2600 | +8.61% | +1.91% |
Performance
| CAD | +3.40% | ||
|---|---|---|---|
| 6 Mois | +3.77% | ||
| 1 An | +8.82% | ||
| 3 Ans | +2.52% | ||
| 5 Ans | +17.45% | ||
| 10 ans | +30.39% | ||
| Depuis le début | +37.30% | ||
| Année | |||
| 2023 | +10.16% | ||
| 2022 | -10.27% | ||
| 2021 | +6.16% | ||
| 2020 | +4.08% | ||
| 2019 | +10.21% | ||
| 2018 | -8.70% | ||
| 2017 | +6.23% | ||
| 2016 | +5.12% | ||
| 2015 | +2.79% | ||
