Mercer Sustainable Global Equity Fund M2 EUR/ IE00BZBZ8J34 /
| NAV05/11/2024 | Chg.+1.7600 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 207.9900EUR | +0.85% | reinvestment | Equity Worldwide | Mercer Global IM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | -6.45 | -11.76 | 9.22 | 4.27 | 1.50 | 1.31 | 3.27 | 1.62 | -0.78 | 8.56 | 2.37 | +10.12% |
| 2021 | 0.21 | 0.67 | 6.36 | 1.70 | -0.03 | 4.69 | 2.63 | 3.95 | -3.67 | 5.89 | -0.10 | 3.15 | +28.06% |
| 2022 | -7.57 | -2.96 | 2.12 | -3.17 | -2.29 | -5.67 | 11.02 | -4.15 | -6.61 | 5.58 | 3.59 | -6.88 | -17.26% |
| 2023 | 4.55 | -0.12 | -0.94 | -0.59 | 1.48 | 2.74 | 1.09 | -1.79 | -2.72 | -2.64 | 6.39 | 4.29 | +11.88% |
| 2024 | 2.47 | 4.73 | 2.93 | -3.01 | 2.63 | 2.56 | 1.09 | 0.57 | 0.91 | -0.81 | 1.20 | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.99% | 12.07% | 10.52% | 13.90% | -% |
| Ratio de Sharpe | 1.49 | 0.78 | 2.19 | -0.01 | - |
| Le meilleur mois | +4.73% | +2.63% | +6.39% | +11.02% | +11.02% |
| Le plus défavorable mois | -3.01% | -0.81% | -3.01% | -7.57% | -11.76% |
| Perte maximale | -7.95% | -7.95% | -7.95% | -21.80% | - |
| Surperformance | +4.81% | - | +6.84% | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +16.14% | ||
|---|---|---|---|
| 6 Mois | +6.03% | ||
| 1 An | +26.03% | ||
| 3 Ans | +9.00% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +51.62% | ||
| Année | |||
| 2023 | +11.88% | ||
| 2022 | -17.26% | ||
| 2021 | +28.06% | ||
| 2020 | +10.12% | ||
