QUEST+ - C/ LU1699953201 /
| NAV30/10/2024 | Chg.-1.8600 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 118.8600EUR | -1.54% | reinvestment | Equity Europe | VP Fund Sol. (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 2.64 | -0.44 | -0.46 | 2.70 | 0.19 | -3.07 | -1.93 | -0.36 | -3.16 | -6.25 | -2.20 | -6.76 | -17.94% |
| 2019 | 8.23 | 2.34 | -1.74 | 4.50 | -3.10 | 5.50 | -1.55 | -4.13 | 2.51 | 1.14 | 3.10 | 3.03 | +20.84% |
| 2020 | -1.26 | -7.47 | -18.59 | 8.52 | 5.67 | 5.85 | 0.20 | 3.57 | 1.87 | -5.51 | 11.57 | 6.79 | +7.45% |
| 2021 | 2.05 | 1.24 | 4.15 | 3.70 | 2.11 | 3.35 | 1.77 | 2.53 | -4.90 | 3.15 | -3.99 | 5.11 | +21.64% |
| 2022 | -4.57 | -3.00 | 1.90 | -0.84 | -4.06 | -6.10 | 4.73 | -5.72 | -9.89 | 4.78 | 5.13 | -3.17 | -20.04% |
| 2023 | 5.07 | 2.09 | 0.91 | -1.97 | -0.40 | -0.51 | 2.71 | -2.81 | -2.39 | -6.12 | 7.47 | 6.65 | +10.24% |
| 2024 | -1.65 | 2.14 | 2.75 | 0.63 | 3.29 | -4.23 | 2.55 | -0.04 | 0.81 | -1.22 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.58% | 10.52% | 9.85% | 12.06% | 14.11% |
| Ratio de Sharpe | 0.30 | -0.10 | 1.80 | -0.48 | 0.14 |
| Le meilleur mois | +6.65% | +3.29% | +7.47% | +7.47% | +11.57% |
| Le plus défavorable mois | -4.23% | -4.23% | -6.12% | -9.89% | -18.59% |
| Perte maximale | -8.60% | -8.60% | -8.60% | -27.12% | -33.88% |
| Surperformance | -15.62% | - | -20.61% | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +4.88% | ||
|---|---|---|---|
| 6 Mois | +0.98% | ||
| 1 An | +20.81% | ||
| 3 Ans | -7.92% | ||
| 5 Ans | +28.14% | ||
| 10 ans | - | ||
| Depuis le début | +18.86% | ||
| Année | |||
| 2023 | +10.24% | ||
| 2022 | -20.04% | ||
| 2021 | +21.64% | ||
| 2020 | +7.45% | ||
| 2019 | +20.84% | ||
| 2018 | -17.94% | ||
