Evergreen PDI Yin/ DE000A2PMXW3 /
| NAV01/10/2024 | Chg.+0.1300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 106.2200EUR | +0.12% | reinvestment | Mixed Fund Worldwide | Universal-Investment ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.90 | -0.78 | -2.49 | 0.81 | 0.50 | 0.58 | 0.31 | 0.55 | -0.03 | -0.53 | 2.00 | 0.45 | +2.25% |
| 2021 | -0.18 | -0.24 | 1.12 | 0.26 | 0.10 | 0.78 | 0.45 | 0.48 | -1.37 | 0.54 | 0.24 | 0.34 | +2.51% |
| 2022 | -1.74 | -1.36 | -0.97 | -0.87 | -0.30 | -0.80 | 0.10 | -0.73 | -0.76 | 0.18 | 0.55 | -0.77 | -7.24% |
| 2023 | 0.82 | -0.84 | 1.10 | 0.19 | -0.25 | 0.58 | 0.57 | -0.38 | -1.10 | -0.42 | 2.33 | 1.69 | +4.32% |
| 2024 | -0.12 | 0.15 | 0.86 | -1.08 | 0.95 | 0.71 | 1.03 | 0.53 | 0.86 | 0.12 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 2.73% | 2.81% | 2.74% | 2.49% | -% |
| Ratio de Sharpe | 0.80 | 1.43 | 1.75 | -1.08 | - |
| Le meilleur mois | +1.69% | +1.03% | +2.33% | +2.33% | +2.33% |
| Le plus défavorable mois | -1.08% | -1.08% | -1.08% | -1.74% | -2.49% |
| Perte maximale | -1.36% | -1.04% | -1.36% | -7.78% | - |
| Surperformance | +9.94% | - | - | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +4.07% | ||
|---|---|---|---|
| 6 Mois | +3.58% | ||
| 1 An | +8.04% | ||
| 3 Ans | +1.75% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +6.29% | ||
| Année | |||
| 2023 | +4.32% | ||
| 2022 | -7.24% | ||
| 2021 | +2.51% | ||
| 2020 | +2.25% | ||
