SYCOMORE SELECTION RESPONSABLE A/ FR0013076452 /
| NAV30/10/2024 | Chg.-2.2400 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 175.1400EUR | -1.26% | reinvestment | Equity Euroland | Sycomore AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 5.13 | - |
| 2017 | 0.44 | 2.16 | 4.03 | 3.08 | 1.97 | -1.77 | -0.58 | -0.06 | 5.03 | 1.79 | -2.43 | 0.75 | +15.08% |
| 2018 | 2.14 | -4.29 | -3.22 | 2.60 | 0.72 | -1.76 | 1.75 | -0.76 | -1.94 | -7.97 | -3.08 | -8.63 | -22.49% |
| 2019 | 4.75 | 3.08 | 1.57 | 5.58 | -6.67 | 5.45 | 0.61 | -2.55 | 0.54 | -0.36 | 3.63 | 3.04 | +19.52% |
| 2020 | -0.62 | -4.63 | -13.36 | 7.41 | 5.42 | 4.47 | 0.94 | 3.50 | 0.36 | -6.18 | 13.11 | 2.35 | +10.61% |
| 2021 | -1.63 | 0.15 | 5.43 | 2.90 | 1.52 | 2.30 | 2.14 | 2.86 | -5.47 | 3.70 | -2.85 | 4.05 | +15.54% |
| 2022 | -7.72 | -3.47 | -0.01 | -2.02 | -0.57 | -10.11 | 9.43 | -6.40 | -6.28 | 6.40 | 5.74 | -3.68 | -18.85% |
| 2023 | 8.89 | 1.34 | 0.95 | 1.25 | -1.69 | 2.54 | 2.06 | -2.27 | -3.85 | -3.10 | 8.58 | 3.57 | +18.83% |
| 2024 | 1.74 | 5.22 | 4.85 | -1.26 | 4.58 | -2.36 | 0.69 | 0.73 | 0.54 | -2.68 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.19% | 12.62% | 10.98% | 15.95% | 17.48% |
| Ratio de Sharpe | 1.07 | -0.03 | 2.23 | -0.02 | 0.29 |
| Le meilleur mois | +5.22% | +4.58% | +8.58% | +9.43% | +13.11% |
| Le plus défavorable mois | -2.68% | -2.68% | -3.10% | -10.11% | -13.36% |
| Perte maximale | -9.11% | -9.11% | -9.11% | -27.07% | -32.27% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| SYCOMORE SELECTION RESPONSABLE I... | reinvestment | 502.2400 | +26.04% | +5.48% | |
| SYCOMORE SELECTION RESPONSABLE A | reinvestment | 175.1400 | +27.53% | +8.37% | |
| SYCOMORE SELECTION RESPONSABLE I | reinvestment | 559.0600 | +28.17% | +9.99% | |
| SYCOMORE SELECTION RESPONSABLE R... | reinvestment | 486.8500 | +26.74% | +6.63% | |
| SYCOMORE SELECTION RESPONSABLE R | reinvestment | 492.2500 | +26.88% | +6.74% |
Performance
| CAD | +12.32% | ||
|---|---|---|---|
| 6 Mois | +1.34% | ||
| 1 An | +27.53% | ||
| 3 Ans | +8.37% | ||
| 5 Ans | +47.49% | ||
| 10 ans | - | ||
| Depuis le début | +56.24% | ||
| Année | |||
| 2023 | +18.83% | ||
| 2022 | -18.85% | ||
| 2021 | +15.54% | ||
| 2020 | +10.61% | ||
| 2019 | +19.52% | ||
| 2018 | -22.49% | ||
| 2017 | +15.08% | ||
