WAM Strategy Portfolio (EUR) A/ LI0021303255 /
NAV27/09/2024 | Chg.+76.3501 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
2,393.2500EUR | +3.30% | reinvestment | Mixed Fund Worldwide | IFM Indep. Fund M. ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | - | - | - | - | - | - | - | - | - | -17.71 | -4.90 | 0.10 | - |
2009 | 3.77 | -4.66 | 3.37 | 7.17 | 12.09 | -1.92 | 4.08 | 6.43 | 5.78 | 0.16 | 6.04 | 0.53 | +50.75% |
2010 | 0.23 | 2.07 | 5.90 | 6.88 | -1.93 | 3.43 | -6.70 | 6.27 | 2.18 | 2.90 | 5.00 | 5.17 | +35.22% |
2011 | -4.47 | 3.30 | -0.45 | 1.21 | -1.88 | -5.62 | 2.36 | -4.02 | -7.70 | 3.92 | -5.67 | -0.11 | -18.23% |
2012 | 8.19 | 1.68 | -2.51 | -1.68 | -3.48 | -0.41 | 2.60 | 2.68 | 5.34 | -2.04 | 0.05 | -0.28 | +9.95% |
2013 | 0.69 | -2.52 | -0.06 | -6.65 | 0.40 | -7.88 | 3.56 | 1.49 | -0.59 | 0.88 | -1.24 | -0.36 | -12.18% |
2014 | 3.79 | 2.70 | -1.97 | 0.67 | -0.29 | 5.18 | 1.23 | -1.00 | -3.15 | -4.62 | 1.64 | -0.37 | +3.43% |
2015 | 7.79 | 1.73 | -0.68 | 4.17 | -1.14 | -1.89 | -2.06 | -6.54 | -2.56 | 7.23 | 1.06 | -2.67 | +3.50% |
2016 | -4.82 | 3.15 | 2.36 | 6.90 | -1.64 | 3.25 | 7.29 | -2.45 | -0.98 | -1.86 | -1.01 | 0.20 | +10.06% |
2017 | 5.00 | 1.65 | -0.28 | 1.44 | 0.09 | -2.97 | 0.21 | 0.15 | 1.42 | -2.42 | -0.88 | 2.22 | +5.51% |
2018 | 2.18 | -3.15 | -2.21 | 1.21 | 2.66 | -2.92 | 0.17 | -2.86 | -1.69 | -4.41 | -1.58 | -3.80 | -15.48% |
2019 | 5.46 | 3.87 | 0.29 | 1.84 | -5.55 | 4.77 | 2.96 | -0.44 | -1.88 | 2.00 | 0.81 | 2.96 | +17.90% |
2020 | 3.07 | -6.11 | -11.95 | 14.89 | 5.82 | 3.76 | 6.95 | 2.98 | -6.59 | -1.24 | 4.33 | 5.10 | +19.77% |
2021 | 1.01 | 0.59 | 0.60 | 1.60 | 3.78 | -1.20 | -1.65 | 0.52 | -3.29 | 4.01 | -1.07 | -0.51 | +4.24% |
2022 | -5.12 | 0.75 | -1.24 | -4.46 | -5.18 | -4.76 | 0.99 | -1.17 | -8.33 | 2.15 | 7.14 | -3.05 | -20.94% |
2023 | 9.06 | -4.52 | 3.72 | -0.86 | -0.44 | -0.09 | 4.00 | -3.19 | -3.44 | -2.82 | 7.89 | 6.96 | +16.12% |
2024 | -1.12 | -0.64 | 3.77 | 0.81 | 3.18 | 0.06 | -0.16 | 0.30 | 2.37 | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 13.27% | 14.81% | 13.21% | 14.99% | 17.39% |
Ratio de Sharpe | 0.67 | 0.62 | 1.42 | -0.15 | 0.14 |
Le meilleur mois | +6.96% | +3.77% | +7.89% | +9.06% | +14.89% |
Le plus défavorable mois | -1.12% | -0.16% | -3.44% | -8.33% | -11.95% |
Perte maximale | -7.97% | -7.97% | -7.97% | -30.94% | -30.94% |
Surperformance | +14.55% | - | +22.71% | +7.63% | +16.77% |
Toutes les cotations dans EUR
Performance
CAD | +8.77% | ||
---|---|---|---|
6 Mois | +5.92% | ||
1 An | +21.99% | ||
3 Ans | +3.44% | ||
5 Ans | +31.99% | ||
10 ans | +47.05% | ||
Depuis le début | +83.08% | ||
Année | |||
2023 | +16.12% | ||
2022 | -20.94% | ||
2021 | +4.24% | ||
2020 | +19.77% | ||
2019 | +17.90% | ||
2018 | -15.48% | ||
2017 | +5.51% | ||
2016 | +10.06% | ||
2015 | +3.50% |