Salm - SARA Global Equities Focus - Anteilklasse USD/ LU1860403762 /
| NAV26/08/2024 | Chg.-0.3500 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 75.1800USD | -0.46% | paying dividend | Mixed Fund Worldwide | Universal-Inv. (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | 2.42 | 4.82 | -2.43 | -3.44 | 9.51 | 2.64 | - |
| 2021 | -0.72 | 3.82 | 2.53 | 3.13 | 1.13 | 2.24 | 0.90 | 1.54 | -3.51 | 2.33 | -1.01 | 3.50 | +16.80% |
| 2022 | -6.55 | -3.40 | 1.45 | -5.74 | -0.31 | -6.30 | 6.76 | -4.38 | -8.39 | 6.43 | 6.86 | -5.27 | -18.76% |
| 2023 | 6.45 | -1.83 | 3.93 | 0.97 | -1.40 | 3.29 | 2.51 | -2.46 | -4.34 | -2.67 | 10.10 | 3.35 | +18.30% |
| 2024 | 2.80 | 4.22 | 1.74 | -3.90 | 3.87 | 5.30 | -1.61 | 1.94 | - | - | - | - | - |
Mois uniques : Dividendes non pris en compte
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 13.60% | 13.73% | 12.52% | 14.03% | -% |
| Ratio de Sharpe | 1.50 | 0.99 | 1.56 | 0.04 | - |
| Le meilleur mois | +5.30% | +5.30% | +10.10% | +10.10% | +10.10% |
| Le plus défavorable mois | -3.90% | -3.90% | -4.34% | -8.39% | -8.39% |
| Perte maximale | -9.65% | -9.65% | -9.65% | -25.34% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Salm - SARA Global Equities Focu... | paying dividend | 82.7200 | +22.26% | +7.22% | |
| Salm - SARA Global Equities Focu... | paying dividend | 68.4300 | +20.90% | +2.13% | |
| Salm - SARA Global Equities Focu... | paying dividend | 77.1900 | +21.94% | +6.28% | |
| Salm - SARA Global Equities Focu... | paying dividend | 75.1800 | +22.86% | +12.58% |
Performance
| CAD | +14.90% | ||
|---|---|---|---|
| 6 Mois | +8.19% | ||
| 1 An | +22.86% | ||
| 3 Ans | +12.58% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +48.23% | ||
| Année | |||
| 2023 | +18.30% | ||
| 2022 | -18.76% | ||
| 2021 | +16.80% | ||
