Manavest - Europe Evolution Equity EUR/ LU0578704941 /
| NAV31/10/2024 | Chg.-4.5100 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 229.2400EUR | -1.93% | reinvestment | Equity Europe | FundPartner Sol.(EU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | -4.49 | -3.30 | 2.05 | 6.40 | -1.20 | 2.73 | -0.37 | -1.28 | -11.51 | -1.43 | -6.04 | -17.70% |
| 2019 | 8.22 | 4.14 | 0.52 | 5.98 | -4.01 | 4.98 | 0.07 | -1.51 | 1.72 | 1.91 | 5.90 | 0.94 | +32.15% |
| 2020 | -0.09 | -6.64 | -18.17 | 10.47 | 5.97 | 3.35 | 1.91 | 4.35 | -0.36 | -4.44 | 13.00 | 0.99 | +6.70% |
| 2021 | 1.78 | 0.28 | 3.91 | 3.28 | 0.68 | 1.00 | 2.61 | -0.36 | -4.64 | 1.74 | -1.46 | 4.29 | +13.56% |
| 2022 | -7.88 | -5.35 | -1.42 | -5.83 | 0.07 | -11.51 | 12.71 | -8.79 | -8.79 | 3.92 | 8.01 | -5.40 | -28.65% |
| 2023 | 8.11 | 1.39 | 2.10 | 0.75 | -0.27 | 0.85 | 1.86 | -5.71 | -5.11 | -6.11 | 10.19 | 4.56 | +11.81% |
| 2024 | 0.40 | 4.22 | 0.29 | -5.88 | 3.51 | 1.22 | -1.26 | 1.46 | -2.37 | -3.09 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 14.41% | 14.92% | 14.58% | 19.04% | 22.04% |
| Ratio de Sharpe | -0.37 | -0.30 | 0.78 | -0.55 | -0.13 |
| Le meilleur mois | +4.56% | +3.51% | +10.19% | +12.71% | +13.00% |
| Le plus défavorable mois | -5.88% | -5.88% | -6.11% | -11.51% | -18.17% |
| Perte maximale | -11.52% | -11.05% | -11.52% | -34.45% | -35.52% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
| CAD | -1.91% | ||
|---|---|---|---|
| 6 Mois | -0.69% | ||
| 1 An | +14.45% | ||
| 3 Ans | -20.40% | ||
| 5 Ans | +1.36% | ||
| 10 ans | - | ||
| Depuis le début | +3.12% | ||
| Année | |||
| 2023 | +11.81% | ||
| 2022 | -28.65% | ||
| 2021 | +13.56% | ||
| 2020 | +6.70% | ||
| 2019 | +32.15% | ||
| 2018 | -17.70% | ||
