SciBeta HFE US Equity 6F EW UCITS ETF/ IE00BDBRDW33 /
| NAV09/09/2024 | Chg.+3.9400 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 194.9200EUR | +2.06% | reinvestment | Equity ETF Stocks | MSIM Fund M. (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 0.36 | -2.09 | -1.77 | 2.38 | 4.53 | 0.78 | 3.85 | 2.91 | 0.64 | -4.26 | 2.58 | -12.05 | -3.27% |
| 2019 | 9.71 | 5.39 | 2.82 | 3.35 | -5.05 | 4.34 | 4.65 | 0.40 | 4.06 | -2.42 | 4.03 | 0.72 | +36.07% |
| 2020 | 1.01 | -9.21 | -18.03 | 13.90 | 4.16 | -1.30 | -0.10 | 2.99 | -1.00 | -0.60 | 8.43 | -0.82 | -4.17% |
| 2021 | 1.12 | 2.76 | 9.82 | 1.83 | 0.47 | 3.97 | 1.69 | 3.04 | -3.43 | 6.31 | 1.03 | 5.03 | +38.56% |
| 2022 | -3.38 | -2.84 | 4.21 | -1.33 | -0.35 | -7.70 | 11.89 | -0.97 | -9.43 | 10.10 | 2.15 | -8.79 | -8.59% |
| 2023 | 3.64 | -1.74 | -1.24 | -0.48 | -0.40 | 3.52 | 2.03 | -0.40 | -1.51 | -3.25 | 5.00 | 3.98 | +9.10% |
| 2024 | 3.27 | 4.68 | 5.19 | -4.68 | 1.45 | 2.69 | 2.20 | 0.20 | -2.55 | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 13.30% | 13.95% | 13.86% | 18.46% | 22.78% |
| Ratio de Sharpe | 1.16 | 0.30 | 0.93 | 0.22 | 0.26 |
| Le meilleur mois | +5.19% | +5.19% | +5.19% | +11.89% | +13.90% |
| Le plus défavorable mois | -4.68% | -4.68% | -4.68% | -9.43% | -18.03% |
| Perte maximale | -7.00% | -7.00% | -9.17% | -16.81% | -41.03% |
| Surperformance | -3.97% | - | -5.56% | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +12.66% | ||
|---|---|---|---|
| 6 Mois | +3.76% | ||
| 1 An | +16.30% | ||
| 3 Ans | +24.11% | ||
| 5 Ans | +55.92% | ||
| 10 ans | - | ||
| Depuis le début | +94.92% | ||
| Année | |||
| 2023 | +9.10% | ||
| 2022 | -8.59% | ||
| 2021 | +38.56% | ||
| 2020 | -4.17% | ||
| 2019 | +36.07% | ||
| 2018 | -3.27% | ||
