Performances Annuelles: 10 dernières années |
|
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | Fonds | -20.98% | +30.22% | +30.01% | +3.74% | +26.78% | -1.84% | +22.29% | -17.04% | +24.24% | +2.55% | +13.99% | - | Catégorie | -19.65% | 25.17% | 27.31% | 2.71% | 21.19% | 1.23% | 20.67% | -19.19% | 26.44% | 5.97% | 19.06% | Classement  | 55 | 12 | 22 | 48 | 12 | 70 | 24 | 31 | 75 | 70 | 84 |
|
Performances Historiques Glissantes au 16-05-2022 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
-13.96% |
-0.04% |
-3.39% |
-9.18% |
-16.15% |
-11.38% |
+6.7% |
+9.01% |
+119.18% |
Catégorie |
-12.05%
|
-0.04
|
-3.22%
|
-8.64%
|
-13.41%
|
-5.81%
|
18.36%
|
16.87%
|
-
|
|
Performances Annualisées Glissantes au 16-05-2022 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
+12.44% |
+2.18% |
-0.11% |
+1.74% |
+3.62% |
+9.94% |
Catégorie |
14.27%% |
5.78%% |
1.83%% |
3.17%% |
4.35%% |
9.71%% |
|
Autres fonds de la catégorie: Actions Zone Euro Moyennes Cap. |
|
|
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|
Notation Morningstar |
 |
PEA
|
OUI
|
PEA PME
|
NON
|
Date de création
|
24-06-2011 |
Devise
|
EUR |
Structure Juridique
|
SICAV
|
Catégorie AMF
|
Fonds étrangers
|
Catégorie Morningstar
|
Actions Zone Euro Moyennes Cap.
|
Zone d'investissement |
Eurozone |
Benchmark |
MSCI EMU Small Cap NR EUR 100%
|
Actifs nets de la part
|
27 M EUR au 30-04-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
CACEIS Bank, Luxembourg Branch |
Commisaire aux comptes |
PricewaterhouseCoopers Société coopérati |
Boîte de style Morningstar
Ecart-type 3 ans |
21%
|
Ratio de Sharpe 3 ans |
0.33 |
Performance moyenne 3 ans |
6.7% |
|