Garwin Flex C EUR/ FR0010785709 /
NAV20/08/2024 | Chg.-0.0600 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
119.1800EUR | -0.05% | reinvestment | Mixed Fund Worldwide | Zenith AM ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | - | - | - | - | - | - | - | - | - | 1.01 | 1.49 | 1.20 | - |
2020 | 0.12 | -2.11 | -6.87 | 4.96 | 2.59 | 1.57 | 2.35 | 1.59 | -1.41 | -0.52 | 3.31 | 1.25 | +6.49% |
2021 | 0.42 | 0.85 | 2.32 | 0.35 | 0.40 | 0.96 | 1.56 | 0.03 | -2.65 | 1.99 | 0.19 | -0.27 | +6.23% |
2022 | -1.93 | -2.49 | 0.72 | -2.76 | -1.50 | -3.28 | 2.87 | -2.04 | -2.46 | 1.46 | 1.45 | -2.03 | -11.54% |
2023 | 2.38 | -0.57 | -2.21 | 0.56 | -0.01 | 1.27 | 1.55 | -1.04 | -0.81 | -3.69 | 3.45 | - | +0.68% |
2024 | 4.50 | 1.16 | 2.39 | -1.64 | 1.16 | 2.38 | 0.65 | -0.65 | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 6.84% | 6.44% | 6.66% | 5.88% | -% |
Ratio de Sharpe | - | 1.07 | 1.11 | -0.74 | - |
Le meilleur mois | +2.39% | +2.39% | +4.50% | +4.50% | +4.96% |
Le plus défavorable mois | -1.64% | -1.64% | -3.69% | -3.69% | -6.87% |
Perte maximale | -4.69% | -4.69% | -5.74% | -16.22% | - |
Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
CAD | +10.25% | ||
---|---|---|---|
6 Mois | +5.06% | ||
1 An | +10.91% | ||
3 Ans | -2.34% | ||
5 Ans | +14.73% | ||
10 ans | - | ||
Depuis le début | +14.73% | ||
Année | |||
2023 | +0.68% | ||
2022 | -11.54% | ||
2021 | +6.23% | ||
2020 | +6.49% |