Belfius Equities Bel=Go C/ BE0942851115 /
NAV19/09/2024 | Chg.+7.7300 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
1,067.7800EUR | +0.73% | reinvestment | Equity Mixed Sectors | Belfius Asset M. ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1998 | - | - | - | - | 6.11 | 5.92 | 5.16 | -9.94 | -5.36 | 6.22 | 5.77 | 5.11 | - |
1999 | 0.87 | 0.63 | -5.31 | -1.16 | -2.48 | -0.30 | -3.63 | 4.38 | -5.15 | 1.07 | 2.07 | 5.43 | -4.15% |
2000 | -11.43 | 5.28 | 0.48 | 1.21 | 1.69 | 4.38 | 4.82 | 2.85 | -3.38 | -0.80 | -3.51 | 0.10 | +0.43% |
2001 | -1.55 | 1.37 | -6.24 | 1.30 | -0.56 | 2.87 | 0.22 | -1.68 | -9.03 | -0.89 | 2.35 | 5.10 | -7.33% |
2002 | 0.04 | -0.89 | 2.65 | 1.30 | -1.29 | -5.58 | -9.76 | -1.60 | -16.78 | 5.19 | 5.40 | -2.84 | -23.52% |
2003 | -5.84 | -9.68 | -1.77 | 14.13 | 3.98 | 3.37 | 3.49 | 2.18 | -0.37 | 5.24 | 0.35 | 3.06 | +17.52% |
2004 | 7.30 | 3.36 | -2.92 | 2.05 | 0.84 | 2.96 | -0.08 | 3.22 | 4.71 | 3.38 | 2.90 | 3.23 | +35.30% |
2005 | 2.72 | 4.23 | 0.63 | -2.44 | 2.79 | 2.88 | 3.82 | 0.85 | 3.76 | -3.28 | 3.16 | 4.04 | +25.35% |
2006 | 4.29 | 2.88 | 1.73 | 1.40 | -5.92 | 0.02 | 2.85 | 2.97 | 3.44 | 1.83 | -0.18 | 5.91 | +22.84% |
2007 | 1.91 | -2.38 | 3.05 | 3.65 | 3.23 | -1.18 | -4.07 | -1.44 | -1.75 | 1.44 | -5.76 | -0.38 | -4.11% |
2008 | -10.89 | 0.47 | -1.69 | 5.36 | -0.21 | -12.21 | -3.58 | 3.23 | -14.19 | -19.85 | -9.40 | -0.25 | -49.74% |
2009 | 0.28 | -8.21 | 1.32 | 13.32 | 5.39 | -0.95 | 5.88 | 8.65 | 5.14 | -3.18 | 0.46 | 3.91 | +34.87% |
2010 | 0.32 | 0.24 | 5.41 | -1.94 | -3.12 | -2.26 | 5.38 | -1.29 | 5.57 | 4.14 | -5.73 | 4.78 | +11.18% |
2011 | 0.60 | 2.41 | -1.12 | 3.42 | -1.87 | -4.01 | -5.36 | -6.18 | -5.33 | 1.54 | -2.36 | 2.55 | -15.19% |
2012 | 2.86 | 3.72 | 3.28 | -2.58 | -2.94 | 5.56 | 2.10 | 1.29 | 2.71 | 0.71 | 3.29 | 1.57 | +23.45% |
2013 | 2.28 | 2.26 | 0.24 | -0.11 | 1.67 | -3.96 | 4.23 | 0.07 | 4.39 | 4.68 | -0.06 | 3.63 | +20.74% |
2014 | -2.30 | 7.31 | 1.41 | 0.19 | 0.95 | -0.23 | -0.48 | 1.85 | 1.26 | -3.08 | 3.48 | 2.04 | +12.67% |
2015 | 7.92 | 5.77 | 1.02 | -1.00 | 2.35 | -3.80 | 4.17 | -6.93 | -3.85 | 8.73 | 4.46 | -0.46 | +18.47% |
2016 | -6.88 | -2.13 | 0.61 | 0.23 | 5.13 | -3.43 | 4.10 | 3.33 | 1.02 | -1.42 | -1.67 | 3.41 | +1.62% |
2017 | -0.46 | 2.85 | 4.49 | 2.61 | 1.80 | -3.15 | 1.23 | -2.11 | 4.10 | 1.85 | -2.54 | -0.56 | +10.21% |
2018 | 2.41 | -1.81 | -3.62 | 0.60 | 0.04 | -1.19 | 2.17 | -2.16 | -2.30 | -6.81 | 1.04 | -6.47 | -17.11% |
2019 | 7.90 | 3.40 | 1.44 | 4.12 | -6.30 | 2.31 | 3.24 | -2.06 | 4.28 | 0.61 | 2.21 | 1.35 | +24.15% |
2020 | 0.09 | -9.37 | -17.95 | 5.55 | 2.90 | 4.30 | -1.72 | 5.29 | -3.04 | -6.10 | 22.07 | -0.12 | -3.14% |
2021 | -0.42 | 5.45 | 3.79 | 1.95 | 3.61 | 0.86 | 1.75 | 3.17 | -2.96 | 2.83 | -2.97 | 5.13 | +24.11% |
2022 | -3.39 | -2.21 | 2.47 | 0.66 | -5.10 | -5.96 | 5.09 | -6.02 | -6.89 | 4.52 | 3.68 | 1.12 | -12.36% |
2023 | 3.63 | 2.35 | -1.36 | -0.10 | -5.02 | -0.16 | 6.12 | -2.99 | -2.55 | -6.55 | 5.99 | 5.15 | +3.56% |
2024 | -0.56 | 0.52 | 4.83 | 0.44 | 2.44 | -2.00 | 4.59 | 1.47 | 0.87 | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 11.40% | 11.81% | 12.38% | 17.40% | 20.22% |
Ratio de Sharpe | 1.35 | 1.85 | 0.93 | -0.04 | 0.08 |
Le meilleur mois | +5.15% | +4.83% | +5.99% | +6.12% | +22.07% |
Le plus défavorable mois | -2.00% | -2.00% | -6.55% | -6.89% | -17.95% |
Perte maximale | -5.55% | -5.55% | -11.28% | -23.16% | -39.81% |
Surperformance | +1.14% | - | +21.60% | +17.20% | +19.94% |
Toutes les cotations dans EUR
Performance
CAD | +13.11% | ||
---|---|---|---|
6 Mois | +12.04% | ||
1 An | +14.97% | ||
3 Ans | +8.27% | ||
5 Ans | +28.46% | ||
10 ans | +72.53% | ||
Depuis le début | +244.59% | ||
Année | |||
2023 | +3.56% | ||
2022 | -12.36% | ||
2021 | +24.11% | ||
2020 | -3.14% | ||
2019 | +24.15% | ||
2018 | -17.11% | ||
2017 | +10.21% | ||
2016 | +1.62% | ||
2015 | +18.47% |