Performances Annuelles: 10 dernières années |
|
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | Fonds | +15.28% | +5.87% | +16.48% | -14.88% | +26.97% | -3.76% | +31.88% | - | Catégorie | 13% | 4.93% | 12.28% | -13.62% | 25.05% | -4.19% | 26.05% | Classement  | 20 | 39 | 11 | 67 | 43 | 33 | 4 |
|
Performances Historiques Glissantes au 11-08-2022 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
-10.42% |
-0.28% |
+8.04% |
+4.79% |
-5.8% |
-5.3% |
+22.96% |
+30.22% |
+63.98% |
Catégorie |
-6.96%
|
-0.28
|
9.22%
|
6.97%
|
-5.5%
|
-3%
|
26.4%
|
32.99%
|
-
|
Indice |
-6.22%
|
0.7%
|
8.85%
|
4.22%
|
-3.98%
|
-2.47%
|
32.78%
|
41.71%
|
-
|
|
Performances Annualisées Glissantes au 11-08-2022 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
+13.4% |
+7.13% |
+4.72% |
+5.42% |
+5.21% |
- |
Catégorie |
14.72%% |
8.12%% |
5.42%% |
5.87%% |
5.34%% |
8.63%% |
Indice |
17.42% |
9.91% |
7.64% |
7.22% |
6.4% |
9.07% |
|
Autres fonds de la catégorie: Actions France Grandes Cap. |
|
|
|
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|
|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
17-12-2019 |
Devise
|
EUR |
Structure Juridique
|
SICAV
|
Catégorie Morningstar
|
Actions France Grandes Cap.
|
Zone d'investissement |
France |
Benchmark |
MSCI France NR EUR 100%
|
Actifs nets de la part
|
0 M EUR au 31-07-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
State Street Bank International GmbH, Lu |
Commisaire aux comptes |
PricewaterhouseCoopers Société coopérati |
Boîte de style Morningstar
Ecart-type 3 ans |
19.94%
|
Ratio de Sharpe 3 ans |
0.4 |
Performance moyenne 3 ans |
22.96% |
|