Insight Broad Opportunities Fund B1/ IE00B4ZSNV82 /
| NAV04/11/2024 | Chg.+0.0009 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 1.7720GBP | +0.05% | reinvestment | Mixed Fund Worldwide | Insight IM (EU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | - | - | - | - | - | - | - | -0.15 | 0.85 | 2.84 | - |
| 2010 | -2.86 | 1.00 | 4.45 | 0.24 | -4.39 | -0.49 | 1.67 | 1.10 | 2.73 | 1.29 | -0.37 | 2.63 | +6.89% |
| 2011 | -0.10 | 1.28 | 0.01 | 2.13 | -0.85 | -1.30 | 0.54 | -4.58 | -0.79 | 1.61 | -1.07 | 2.00 | -1.30% |
| 2012 | 1.36 | 2.02 | -0.07 | -0.34 | -1.35 | 1.12 | 1.27 | 0.76 | 1.18 | 0.44 | 1.28 | 0.29 | +8.22% |
| 2013 | 1.85 | 0.17 | 0.92 | 1.72 | -0.24 | -3.49 | 2.11 | -0.36 | 0.92 | 1.96 | 0.28 | 1.19 | +7.12% |
| 2014 | -1.53 | 2.36 | 0.30 | 1.02 | 1.85 | 0.75 | 1.11 | 1.21 | -0.64 | -1.94 | 1.93 | -0.59 | +5.87% |
| 2015 | 2.49 | 1.38 | 0.91 | -0.10 | 0.33 | -2.69 | 0.47 | -3.77 | -0.81 | 1.53 | 0.26 | -1.52 | -1.70% |
| 2016 | -1.78 | 0.38 | 1.47 | 0.71 | 0.10 | 1.10 | 2.15 | 1.25 | -0.76 | -0.48 | -1.36 | 1.75 | +4.54% |
| 2017 | 0.26 | 1.67 | 0.91 | 0.82 | 1.48 | -0.79 | 0.97 | 0.76 | 0.18 | 1.61 | 0.22 | 1.13 | +9.58% |
| 2018 | 1.11 | -3.23 | -0.95 | 1.49 | -0.65 | -0.88 | 1.87 | -0.06 | 0.12 | -2.94 | 0.01 | -1.36 | -5.47% |
| 2019 | 2.61 | 0.64 | 1.19 | 1.45 | -0.94 | 2.63 | 0.99 | 0.94 | 0.06 | 0.33 | 0.76 | 1.29 | +12.57% |
| 2020 | 0.27 | -4.92 | -8.10 | 2.73 | 0.79 | 1.35 | 2.19 | 1.13 | -1.42 | -0.38 | 4.66 | 2.06 | -0.33% |
| 2021 | 0.02 | -0.36 | 0.80 | 2.06 | 0.94 | 0.82 | 0.19 | 1.03 | -1.29 | 1.46 | -0.88 | 2.08 | +7.00% |
| 2022 | -2.85 | -0.51 | 0.73 | -1.82 | -0.54 | -3.72 | 1.38 | -0.43 | -2.95 | 0.20 | 1.55 | -1.01 | -9.67% |
| 2023 | 1.69 | -0.96 | -0.01 | 0.95 | -0.33 | 0.77 | 1.55 | -1.13 | -1.65 | -1.48 | 3.76 | 2.25 | +5.39% |
| 2024 | 0.88 | 1.71 | 2.59 | -0.75 | 0.97 | 1.50 | 0.20 | -0.39 | -0.07 | -0.89 | -0.28 | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 6.39% | 7.12% | 6.21% | 5.78% | 6.40% |
| Ratio de Sharpe | 0.56 | -0.39 | 1.15 | -0.48 | -0.21 |
| Le meilleur mois | +2.59% | +1.50% | +3.76% | +3.76% | +4.66% |
| Le plus défavorable mois | -0.89% | -0.89% | -0.89% | -3.72% | -8.10% |
| Perte maximale | -6.17% | -6.17% | -6.17% | -11.45% | -17.23% |
| Surperformance | +3.68% | - | +4.57% | +7.19% | +4.71% |
Toutes les cotations dans GBP
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Insight Broad Opportunities Fund... | reinvestment | 1.7720 | +10.12% | +0.80% | |
| Insight Broad Opportunities Fund... | reinvestment | 1.3301 | +8.72% | -3.25% |
Performance
| CAD | +5.55% | ||
|---|---|---|---|
| 6 Mois | +0.14% | ||
| 1 An | +10.12% | ||
| 3 Ans | +0.80% | ||
| 5 Ans | +8.79% | ||
| 10 ans | +30.25% | ||
| Depuis le début | +77.20% | ||
| Année | |||
| 2023 | +5.39% | ||
| 2022 | -9.67% | ||
| 2021 | +7.00% | ||
| 2020 | -0.33% | ||
| 2019 | +12.57% | ||
| 2018 | -5.47% | ||
| 2017 | +9.58% | ||
| 2016 | +4.54% | ||
| 2015 | -1.70% | ||
