C-QUADRAT ARTS Best Momentum VTA (PLN hedged)/ AT0000A1H682 /
NAV31/05/2024 | Chg.-1.0200 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
144.9400PLN | -0.70% | Full reinvestment | Equity Worldwide | Ampega Investment ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | -8.37 | 0.13 | 1.09 | 0.20 | -0.36 | 0.30 | 3.36 | 0.34 | -0.35 | 1.23 | -1.53 | 3.82 | -0.66% |
2017 | 0.94 | 0.88 | 1.09 | 1.75 | 2.89 | -2.67 | 0.87 | -1.24 | 2.09 | 3.13 | 0.54 | 0.71 | +11.38% |
2018 | 2.77 | -3.46 | -3.36 | 1.60 | 2.54 | -1.34 | 0.02 | 1.58 | -0.76 | -5.64 | 2.48 | -8.39 | -11.98% |
2019 | 4.96 | 1.92 | 1.36 | 2.23 | -4.32 | 1.11 | 2.68 | -1.50 | 2.11 | -1.35 | 2.07 | 0.39 | +11.95% |
2020 | 0.61 | -4.06 | -16.41 | 6.62 | 0.98 | 1.17 | 4.27 | 5.19 | -2.29 | 0.61 | 10.55 | 2.56 | +7.44% |
2021 | 3.87 | 1.08 | -0.01 | 0.26 | 2.02 | 1.12 | 2.24 | 1.56 | -2.67 | 2.24 | 1.78 | 1.74 | +16.19% |
2022 | -6.12 | 0.87 | 5.86 | 3.08 | -2.27 | -7.43 | 1.48 | -2.49 | -5.94 | 1.26 | 0.07 | -2.60 | -14.13% |
2023 | 6.37 | 2.86 | -3.12 | 1.26 | 0.68 | 2.31 | 1.50 | -1.72 | -0.04 | -3.85 | 3.58 | 2.24 | +12.25% |
2024 | 2.73 | 2.79 | 4.26 | -1.49 | 0.93 | - | - | - | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 8.12% | 7.56% | 8.02% | 10.22% | 11.35% |
Ratio de Sharpe | 2.56 | 2.85 | 1.24 | 0.07 | 0.27 |
Le meilleur mois | +4.26% | +4.26% | +4.26% | +6.37% | +10.55% |
Le plus défavorable mois | -1.49% | -1.49% | -3.85% | -7.43% | -16.41% |
Perte maximale | -3.35% | -3.35% | -5.77% | -18.56% | -26.10% |
Surperformance | -2.98% | - | -2.64% | -7.66% | -12.06% |
Toutes les cotations dans PLN
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
C-QUADRAT ARTS Best Momentum EUR... | reinvestment | 115.6700 | +12.56% | +6.06% | |
C-QUADRAT ARTS Best Momentum VTA... | Full reinvestment | 144.9400 | +13.71% | +14.15% | |
C-QUADRAT ARTS Best Momentum VT | Full reinvestment | 300.7300 | +11.97% | +3.99% | |
C-QUADRAT ARTS Best Momentum T (... | reinvestment | 1,164.6100 | +5.40% | -1.53% | |
C-QUADRAT ARTS Best Momentum T | reinvestment | 278.8800 | +11.72% | +3.73% |
Performance
CAD | +9.46% | ||
---|---|---|---|
6 Mois | +11.91% | ||
1 An | +13.71% | ||
3 Ans | +14.15% | ||
5 Ans | +39.03% | ||
10 ans | - | ||
Depuis le début | +46.94% | ||
Année | |||
2023 | +12.25% | ||
2022 | -14.13% | ||
2021 | +16.19% | ||
2020 | +7.44% | ||
2019 | +11.95% | ||
2018 | -11.98% | ||
2017 | +11.38% | ||
2016 | -0.66% |