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SP FLEX PATRIMOINE R/  FR0013154499  /

Fonds
NAV2024-07-19 Chg.-0.5600 Type of yield Investment Focus Investment company
104.2500EUR -0.53% reinvestment Mixed Fund Worldwide Sycomore AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - - - - - - - -0.71 0.70 -0.38 0.84 0.74 -
2020 0.42 -1.60 -7.44 3.43 2.32 2.23 0.65 1.16 -0.92 -0.01 2.37 2.44 +4.68%
2021 1.05 -0.61 -0.73 1.07 0.10 0.63 -0.10 0.34 -1.64 2.03 -1.49 1.01 +1.60%
2022 -4.94 -0.55 1.45 -2.36 -2.51 -3.92 1.48 -0.49 -3.15 1.23 1.05 -1.27 -13.34%
2023 2.13 -0.10 0.05 -0.01 -0.24 0.02 0.89 -0.53 -0.69 -0.98 2.27 1.36 +4.19%
2024 0.69 0.76 1.09 -0.28 0.74 0.50 -0.09 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 2.52% 2.58% 2.52% 4.34% 4.91%
Sharpe ratio 1.08 1.25 0.62 -1.30 -0.72
Best month +1.36% +1.09% +2.27% +2.27% +3.43%
Worst month -0.28% -0.28% -0.98% -4.94% -7.44%
Maximum loss -1.15% -1.15% -2.45% -16.10% -16.61%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+3.45%
6 Months  
+3.38%
1 Year  
+5.26%
3 Years
  -5.77%
5 Years  
+0.74%
10 Years     -
Since start  
+0.22%
Year
2023  
+4.19%
2022
  -13.34%
2021  
+1.60%
2020  
+4.68%