Echiquier World Next Leaders A/ FR0011449602 /
| NAV05/06/2024 | Chg.+0.5900 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 187.4900EUR | +0.32% | reinvestment | Equity Worldwide | La Fin.d.l'Echiquier ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | 2.09 | -2.51 | 1.20 | -1.40 | 4.23 | -0.15 | 0.90 | -0.04 | - |
| 2014 | -3.11 | 2.15 | 0.16 | 1.78 | 1.84 | 1.96 | 1.39 | 1.81 | -0.12 | 5.18 | 1.71 | 0.28 | +15.87% |
| 2015 | 5.32 | 7.59 | 1.92 | -1.85 | 3.48 | -0.97 | 1.46 | -8.11 | -1.39 | 7.92 | 3.96 | -3.31 | +15.83% |
| 2016 | -9.13 | 0.35 | 2.06 | 2.60 | 1.85 | -2.32 | 6.51 | -1.66 | 1.33 | -0.77 | 1.91 | 0.02 | +1.98% |
| 2017 | 3.50 | 4.19 | 1.21 | 1.92 | 1.80 | -2.16 | -0.21 | -1.43 | 2.82 | 1.93 | 0.95 | -0.90 | +14.26% |
| 2018 | 5.74 | -2.44 | -2.34 | 1.35 | 5.58 | -2.43 | 3.16 | 4.89 | 0.38 | -15.34 | 7.59 | -8.15 | -4.42% |
| 2019 | 12.64 | 6.52 | 5.53 | 2.43 | -6.07 | 4.11 | 7.11 | 1.41 | -6.20 | 0.75 | 6.32 | -0.58 | +37.60% |
| 2020 | 7.11 | -0.69 | -11.13 | 21.54 | 16.96 | 8.54 | 3.17 | 5.06 | -0.25 | 1.67 | 10.74 | 7.54 | +90.94% |
| 2021 | 6.29 | -2.70 | -8.46 | 1.16 | -6.64 | 12.84 | -6.61 | 7.70 | -3.02 | 7.79 | -11.42 | -11.68 | -17.02% |
| 2022 | -17.63 | -2.49 | -0.66 | -14.40 | -11.91 | -5.94 | 9.32 | -0.47 | -7.82 | 4.11 | -2.73 | -7.86 | -47.04% |
| 2023 | 5.82 | 0.71 | 1.67 | -1.81 | 3.14 | 3.23 | 3.00 | -4.79 | -4.80 | -5.75 | 3.32 | 5.05 | +8.19% |
| 2024 | -0.15 | 3.96 | 1.02 | -6.00 | -2.26 | -0.02 | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.96% | 9.54% | 10.34% | 29.41% | 28.93% |
| Ratio de Sharpe | -1.23 | -0.49 | -1.11 | -0.81 | -0.15 |
| Le meilleur mois | +5.05% | +5.05% | +5.05% | +12.84% | +21.54% |
| Le plus défavorable mois | -6.00% | -6.00% | -6.00% | -17.63% | -17.63% |
| Perte maximale | -8.43% | -8.43% | -15.26% | -60.32% | -63.63% |
| Surperformance | -13.79% | - | +3.40% | +116.55% | +153.28% |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Echiquier World Next Leaders F | reinvestment | 1,004.4100 | -6.89% | -47.31% | |
| Echiquier World Next Leaders K | reinvestment | 103.6700 | -7.12% | -47.70% | |
| Echiquier World Next Leaders A | reinvestment | 187.4900 | -7.72% | -48.72% |
Performance
| CAD | -3.68% | ||
|---|---|---|---|
| 6 Mois | -0.44% | ||
| 1 An | -7.72% | ||
| 3 Ans | -48.72% | ||
| 5 Ans | -3.48% | ||
| 10 ans | +74.91% | ||
| Depuis le début | +87.49% | ||
| Année | |||
| 2023 | +8.19% | ||
| 2022 | -47.04% | ||
| 2021 | -17.02% | ||
| 2020 | +90.94% | ||
| 2019 | +37.60% | ||
| 2018 | -4.42% | ||
| 2017 | +14.26% | ||
| 2016 | +1.98% | ||
| 2015 | +15.83% | ||
