VEGA Euro Opportunités ISR RC (C) EUR/ FR0010242461 /
NAV18/07/2024 | Chg.-0.9000 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
163.7300EUR | -0.55% | reinvestment | Equity Europe | Vega IM ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | - | - | - | -0.08 | -1.16 | 5.17 | 1.70 | -2.58 | -1.08 | - |
2018 | 3.19 | -4.68 | -2.76 | 4.83 | -2.11 | -1.15 | 3.43 | -3.74 | 0.43 | -7.43 | -1.63 | -6.54 | -17.42% |
2019 | 4.50 | 4.37 | 2.24 | 5.17 | -4.56 | 5.80 | 0.24 | -1.37 | 3.38 | 0.96 | 2.42 | 0.89 | +26.27% |
2020 | -1.14 | -7.84 | -15.52 | 5.37 | 4.65 | 5.08 | 0.31 | 3.03 | -2.01 | -5.20 | 14.46 | 2.30 | +0.24% |
2021 | -1.29 | 2.15 | 6.74 | 2.35 | 3.11 | 0.39 | 1.06 | 1.50 | -4.00 | 3.55 | -4.48 | 4.58 | +16.16% |
2022 | -6.64 | -4.78 | -0.06 | -3.66 | -1.53 | -9.78 | 9.62 | -5.79 | -7.06 | 5.96 | 6.68 | -5.75 | -22.25% |
2023 | 8.87 | 1.88 | 2.35 | -0.24 | -0.41 | 2.24 | 0.19 | -4.34 | -4.41 | -3.82 | 8.12 | 3.33 | +13.52% |
2024 | 2.07 | 3.66 | 2.30 | -2.90 | 3.08 | -1.86 | -1.10 | - | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 11.58% | 11.68% | 12.22% | 17.82% | 19.88% |
Ratio de Sharpe | 0.52 | 0.96 | 0.10 | -0.25 | -0.04 |
Le meilleur mois | +3.66% | +3.66% | +8.12% | +9.62% | +14.46% |
Le plus défavorable mois | -2.90% | -2.90% | -4.41% | -9.78% | -15.52% |
Perte maximale | -5.33% | -5.33% | -12.94% | -30.30% | -37.26% |
Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
CAD | +5.16% | ||
---|---|---|---|
6 Mois | +7.14% | ||
1 An | +4.95% | ||
3 Ans | -2.09% | ||
5 Ans | +14.96% | ||
10 ans | - | ||
Depuis le début | +12.06% | ||
Année | |||
2023 | +13.52% | ||
2022 | -22.25% | ||
2021 | +16.16% | ||
2020 | +0.24% | ||
2019 | +26.27% | ||
2018 | -17.42% |