TrendPortfolio Invest/ DE000A14XP08 /
| NAV10/10/2024 | Chg.+0.0400 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 49.9800EUR | +0.08% | reinvestment | Alternative Investments Worldwide | LBBW AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | -2.29 | 0.85 | 0.20 | 1.97 | 1.78 | 0.21 | -0.74 | - |
| 2018 | 2.75 | -3.83 | -1.58 | 0.50 | 0.06 | -0.02 | 0.62 | -0.08 | -0.40 | -4.42 | 0.21 | -4.64 | -10.57% |
| 2019 | 0.15 | -0.63 | 0.75 | -0.65 | -3.06 | 3.07 | 0.26 | 1.70 | -0.06 | 1.25 | -0.28 | 1.92 | +4.36% |
| 2020 | 0.67 | -7.37 | -13.00 | 0.10 | 2.39 | 0.88 | 4.53 | 0.19 | -3.00 | -3.60 | 3.66 | 3.80 | -11.60% |
| 2021 | -1.37 | 1.58 | 4.88 | 2.16 | 1.12 | -1.05 | 1.36 | 1.74 | -3.63 | 3.70 | -1.75 | 3.98 | +13.09% |
| 2022 | -2.80 | -2.28 | 2.09 | -0.47 | -1.47 | -2.44 | -1.06 | 0.41 | 0.79 | 0.11 | -0.58 | -0.27 | -7.80% |
| 2023 | 2.54 | -0.64 | 1.80 | 1.86 | -2.47 | 1.76 | 1.56 | -1.62 | -3.33 | -0.04 | -0.52 | 1.37 | +2.09% |
| 2024 | 0.18 | 1.02 | 2.79 | -1.73 | 3.58 | -0.27 | 0.84 | 2.29 | 2.85 | -0.95 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 8.89% | 10.02% | 8.09% | 7.10% | 11.38% |
| Ratio de Sharpe | 1.26 | 1.03 | 1.00 | -0.01 | -0.14 |
| Le meilleur mois | +3.58% | +3.58% | +3.58% | +3.98% | +4.88% |
| Le plus défavorable mois | -1.73% | -1.73% | -1.73% | -3.33% | -13.00% |
| Perte maximale | -6.02% | -6.02% | -6.02% | -9.21% | -30.59% |
| Surperformance | +7.35% | - | +7.76% | -10.86% | - |
Toutes les cotations dans EUR
Performance
| CAD | +10.97% | ||
|---|---|---|---|
| 6 Mois | +6.59% | ||
| 1 An | +11.34% | ||
| 3 Ans | +9.82% | ||
| 5 Ans | +8.32% | ||
| 10 ans | - | ||
| Depuis le début | -0.02% | ||
| Année | |||
| 2023 | +2.09% | ||
| 2022 | -7.80% | ||
| 2021 | +13.09% | ||
| 2020 | -11.60% | ||
| 2019 | +4.36% | ||
| 2018 | -10.57% | ||
Dividendes
| 02/01/2018 | 0.01 EUR |
