VEGA France Convictions RC/ FR0007479365 /
| NAV30/09/2024 | Chg.-1.0800 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 41.5100EUR | -2.54% | reinvestment | Equity Mixed Sectors | Vega IM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | -0.56 | -0.62 | 5.34 | 1.08 | -2.55 | -1.21 | - |
| 2018 | 3.76 | -2.55 | -2.48 | 4.78 | -2.45 | -1.47 | 1.08 | -1.07 | -0.12 | -8.51 | -3.69 | -8.63 | -20.15% |
| 2019 | 6.42 | 5.72 | 1.00 | 6.64 | -6.86 | 7.59 | 0.33 | -1.38 | 2.76 | 0.03 | 2.45 | 1.82 | +28.84% |
| 2020 | -3.28 | -7.20 | -19.39 | 7.82 | 5.69 | 5.18 | -0.46 | 3.21 | -0.86 | -5.70 | 18.95 | 0.97 | +0.06% |
| 2021 | -1.41 | 3.79 | 5.14 | 3.44 | 2.29 | 1.37 | 2.21 | 1.41 | -4.14 | 4.71 | -3.04 | 6.22 | +23.64% |
| 2022 | -5.22 | -5.00 | -1.57 | -2.81 | 1.09 | -11.11 | 9.72 | -5.36 | -8.88 | 7.28 | 6.75 | -3.35 | -18.94% |
| 2023 | 9.73 | 2.93 | -3.17 | 2.32 | -2.87 | 4.13 | 1.42 | -2.36 | -4.28 | -5.71 | 8.59 | 4.65 | +14.95% |
| 2024 | 1.03 | 2.82 | 3.95 | -3.46 | 3.63 | -8.61 | 1.99 | 1.17 | 0.02 | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 14.23% | 15.57% | 14.07% | 18.19% | 20.17% |
| Ratio de Sharpe | -0.05 | -0.78 | 0.52 | -0.14 | 0.04 |
| Le meilleur mois | +4.65% | +3.95% | +8.59% | +9.73% | +18.95% |
| Le plus défavorable mois | -8.61% | -8.61% | -8.61% | -11.11% | -19.39% |
| Perte maximale | -13.37% | -13.37% | -13.37% | -30.09% | -39.08% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +1.89% | ||
|---|---|---|---|
| 6 Mois | -4.51% | ||
| 1 An | +10.52% | ||
| 3 Ans | +2.39% | ||
| 5 Ans | +22.56% | ||
| 10 ans | - | ||
| Depuis le début | +20.11% | ||
| Année | |||
| 2023 | +14.95% | ||
| 2022 | -18.94% | ||
| 2021 | +23.64% | ||
| 2020 | +0.06% | ||
| 2019 | +28.84% | ||
| 2018 | -20.15% | ||
