1842 Vermögen offensiv/ DE000DK2J8B7 /
NAV10/05/2024 | Chg.+0.8700 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
130.1800EUR | +0.67% | paying dividend | Mixed Fund Worldwide | Deka Investment ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | 3.51 | - |
2017 | 0.63 | 1.65 | 1.60 | 0.90 | 0.35 | -1.12 | -0.69 | -1.63 | 2.05 | 1.67 | -0.15 | -0.44 | +4.84% |
2018 | 1.29 | -3.71 | -2.43 | 2.68 | 1.14 | -1.35 | 1.04 | 0.03 | 0.37 | -4.03 | 0.01 | -3.17 | -8.08% |
2019 | 2.29 | 1.55 | 0.72 | 3.17 | -3.37 | 2.12 | 0.65 | -2.63 | 2.31 | 1.62 | 3.15 | 1.25 | +13.36% |
2020 | -0.05 | -7.15 | -9.56 | 5.69 | 1.40 | 0.85 | -0.01 | 3.34 | -2.64 | -2.33 | 5.62 | 2.00 | -3.98% |
2021 | 0.13 | 1.78 | 4.42 | 1.71 | 0.42 | 1.58 | 0.21 | 1.55 | -1.27 | 2.19 | -1.14 | 3.34 | +15.81% |
2022 | -6.36 | -2.77 | 2.89 | -3.09 | -1.87 | -4.74 | 3.59 | -0.78 | -2.40 | 1.46 | 2.70 | -2.25 | -13.28% |
2023 | 3.77 | 0.52 | -0.39 | 0.18 | 1.93 | 0.99 | 1.92 | -1.63 | -1.49 | -2.94 | 5.72 | 3.20 | +12.08% |
2024 | 1.67 | 2.86 | 3.10 | -1.51 | 2.05 | - | - | - | - | - | - | - | - |
Mois uniques : Dividendes non pris en compte
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 6.23% | 5.71% | 6.12% | 7.36% | 9.11% |
Ratio de Sharpe | 3.48 | 4.86 | 1.99 | 0.03 | 0.09 |
Le meilleur mois | +3.20% | +5.72% | +5.72% | +5.72% | +5.72% |
Le plus défavorable mois | -1.51% | -1.51% | -2.94% | -6.36% | -9.56% |
Perte maximale | -3.42% | -3.42% | -5.94% | -17.06% | -22.05% |
Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
CAD | +8.37% | ||
---|---|---|---|
6 Mois | +14.59% | ||
1 An | +16.01% | ||
3 Ans | +12.65% | ||
5 Ans | +25.36% | ||
10 ans | - | ||
Depuis le début | +32.47% | ||
Année | |||
2023 | +12.08% | ||
2022 | -13.28% | ||
2021 | +15.81% | ||
2020 | -3.98% | ||
2019 | +13.36% | ||
2018 | -8.08% | ||
2017 | +4.84% |
Dividendes
18/08/2023 | 2.22 EUR |
19/08/2022 | 0.50 EUR |
20/08/2021 | 0.80 EUR |