Protected Trend Fund/ FR0011102805 /
| NAV08/07/2024 | Chg.-3.2699 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 1,168.0500EUR | -0.28% | reinvestment | Mixed Fund Worldwide | BNP PARIBAS AM Eur. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | -2.88 | -1.51 | -2.36 | 0.08 | -0.10 | 0.70 | 1.86 | -0.35 | -1.62 | -0.03 | 1.49 | 0.61 | -4.15% |
| 2021 | 0.55 | 1.27 | -0.44 | 0.73 | 0.86 | 1.04 | -0.49 | -0.09 | -0.45 | 2.30 | -2.79 | 0.61 | +3.06% |
| 2022 | -0.56 | 0.42 | 2.74 | -0.38 | 0.54 | -2.73 | -0.07 | -1.33 | -3.16 | 0.55 | 0.98 | -2.35 | -5.37% |
| 2023 | 2.45 | -1.53 | 1.75 | 0.89 | 0.26 | 2.34 | 1.11 | -1.34 | -1.12 | -1.50 | 1.18 | 1.31 | +5.84% |
| 2024 | 1.54 | 1.70 | 1.97 | -0.76 | -0.02 | 0.48 | 0.57 | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 4.58% | 4.47% | 4.65% | 4.85% | -% |
| Ratio de Sharpe | 1.64 | 2.07 | 0.65 | -0.40 | - |
| Le meilleur mois | +1.97% | +1.97% | +1.97% | +2.74% | +2.74% |
| Le plus défavorable mois | -0.76% | -0.76% | -1.50% | -3.16% | -3.16% |
| Perte maximale | -2.44% | -2.44% | -4.39% | -9.59% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +5.57% | ||
|---|---|---|---|
| 6 Mois | +6.22% | ||
| 1 An | +6.71% | ||
| 3 Ans | +5.43% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +3.99% | ||
| Année | |||
| 2023 | +5.84% | ||
| 2022 | -5.37% | ||
| 2021 | +3.06% | ||
| 2020 | -4.15% | ||
