Haspa Potenzial P/ DE000DK0EF49 /
| NAV01/11/2024 | Chg.+0.4000 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 105.5700EUR | +0.38% | paying dividend | Equity Europe | Deka Vermögensmgmt. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | -2.81 | 3.00 | 0.91 | -2.44 | -3.90 | - |
| 2018 | 3.05 | -4.79 | -3.84 | 4.43 | -0.69 | -0.05 | 2.17 | -1.29 | -0.69 | -8.56 | -4.13 | -7.04 | -20.18% |
| 2019 | 5.43 | 1.23 | 2.53 | 3.39 | -5.90 | 5.22 | -0.71 | -2.11 | 1.95 | 1.93 | 2.05 | 0.63 | +16.22% |
| 2020 | 0.61 | -7.14 | -16.66 | 10.25 | 2.01 | 1.81 | 3.95 | 2.46 | -0.88 | -5.02 | 13.80 | 2.80 | +4.58% |
| 2021 | -1.44 | 2.44 | 6.34 | -0.03 | 3.71 | 0.45 | 1.51 | 4.44 | -2.62 | 2.52 | -2.75 | 4.08 | +19.78% |
| 2022 | -5.38 | -4.58 | 1.95 | -0.05 | -0.36 | -8.81 | 6.20 | -5.20 | -7.33 | 5.60 | 6.18 | -2.28 | -14.55% |
| 2023 | 5.71 | 2.86 | -1.77 | -0.24 | -1.14 | 2.95 | 2.70 | -2.43 | -1.80 | -7.31 | 8.29 | 3.94 | +11.32% |
| 2024 | 0.80 | 1.26 | 2.71 | -1.67 | 3.26 | -3.19 | 1.54 | 1.18 | -0.91 | -2.72 | 0.38 | - | - |
Mois uniques : Dividendes non pris en compte
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.70% | 11.69% | 10.86% | 14.92% | 16.83% |
| Ratio de Sharpe | -0.01 | -0.26 | 1.13 | -0.27 | 0.09 |
| Le meilleur mois | +3.94% | +3.26% | +8.29% | +8.29% | +13.80% |
| Le plus défavorable mois | -3.19% | -3.19% | -3.19% | -8.81% | -16.66% |
| Perte maximale | -8.74% | -8.74% | -8.74% | -23.94% | -37.29% |
| Surperformance | -1.84% | - | -3.06% | -5.18% | - |
Toutes les cotations dans EUR
Performance
| CAD | +2.45% | ||
|---|---|---|---|
| 6 Mois | +0.02% | ||
| 1 An | +15.32% | ||
| 3 Ans | -2.86% | ||
| 5 Ans | +24.75% | ||
| 10 ans | - | ||
| Depuis le début | +8.03% | ||
| Année | |||
| 2023 | +11.32% | ||
| 2022 | -14.55% | ||
| 2021 | +19.78% | ||
| 2020 | +4.58% | ||
| 2019 | +16.22% | ||
| 2018 | -20.18% | ||
Dividendes
| 17/05/2024 | 2.20 EUR |
| 19/05/2023 | 2.00 EUR |
| 20/05/2022 | 0.50 EUR |
| 21/05/2021 | 0.50 EUR |
| 22/05/2020 | 1.00 EUR |
