FM Global Trend A/ LI0043100572 /
| NAV29/04/2024 | Chg.+0.2200 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 31.3000EUR | +0.71% | reinvestment | Mixed Fund Worldwide | CAIAC Fund M. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | - | - | - | - | -21.57 | -6.84 | -2.13 | - |
| 2009 | 2.12 | 0.06 | 1.51 | 5.77 | 5.80 | -0.48 | 3.77 | 0.56 | 2.41 | -1.91 | -2.38 | 3.64 | +22.52% |
| 2010 | 0.83 | 0.94 | 3.85 | 2.11 | -2.18 | -1.24 | -3.53 | 1.63 | -0.07 | -0.21 | 4.56 | 5.07 | +12.00% |
| 2011 | -5.40 | -0.85 | 0.86 | -0.83 | -1.31 | -4.21 | -0.55 | -10.64 | -8.71 | 5.27 | -4.86 | -2.76 | -29.92% |
| 2012 | 8.04 | 2.49 | -0.82 | -2.04 | -6.49 | -1.41 | 1.07 | 2.14 | 1.92 | -0.14 | -0.78 | -0.53 | +2.84% |
| 2013 | 0.15 | -0.23 | -0.47 | -4.43 | 1.08 | -8.87 | 1.07 | -1.00 | 2.42 | 1.08 | -0.71 | -2.71 | -12.40% |
| 2014 | -0.67 | 1.69 | -0.70 | 1.54 | 4.12 | 0.06 | 2.31 | 2.13 | 0.51 | -0.87 | -0.15 | -3.01 | +6.98% |
| 2015 | 7.84 | 1.95 | 1.63 | 1.71 | 0.94 | -4.18 | -0.46 | -10.40 | -2.18 | 1.99 | 0.35 | -2.52 | -4.33% |
| 2016 | -4.59 | -0.24 | -1.10 | 1.57 | 0.55 | -0.44 | 2.67 | -0.83 | 0.54 | -0.43 | -1.21 | 0.65 | -3.02% |
| 2017 | 0.74 | 1.78 | -0.56 | -0.70 | -1.67 | -1.93 | -0.38 | -0.28 | 1.50 | 2.78 | -2.07 | 0.72 | -0.20% |
| 2018 | 1.42 | -2.87 | -3.92 | 1.32 | 2.37 | -2.35 | 0.53 | -0.32 | -1.37 | -7.22 | 0.92 | -5.57 | -16.22% |
| 2019 | 6.67 | 2.96 | 0.81 | 2.34 | -4.07 | 2.57 | 2.90 | -2.40 | 1.08 | 0.18 | 2.71 | 2.36 | +19.20% |
| 2020 | 0.31 | -6.66 | -18.54 | 13.70 | 3.95 | 2.30 | 3.68 | 3.09 | -1.76 | -1.37 | 7.24 | 5.60 | +8.14% |
| 2021 | 1.79 | 2.16 | 0.84 | 2.72 | 0.15 | 2.15 | 0.37 | 1.59 | -2.85 | 4.71 | -0.66 | -0.52 | +12.95% |
| 2022 | -7.58 | -0.18 | 3.01 | -3.74 | -4.64 | -7.26 | 5.63 | -0.55 | -6.70 | -1.19 | 0.96 | -3.40 | -23.60% |
| 2023 | 4.80 | -1.91 | 0.14 | -0.21 | 1.77 | 0.07 | 2.29 | -2.34 | -2.33 | -3.31 | 5.71 | 3.10 | +7.56% |
| 2024 | 0.64 | 0.70 | 3.20 | 1.10 | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 7.16% | 7.02% | 8.30% | 10.19% | 11.28% |
| Ratio de Sharpe | 2.25 | 4.23 | 0.82 | -0.69 | -0.15 |
| Le meilleur mois | +3.20% | +5.71% | +5.71% | +5.71% | +13.70% |
| Le plus défavorable mois | +0.64% | -3.31% | -3.31% | -7.58% | -18.54% |
| Perte maximale | -3.67% | -3.67% | -8.51% | -28.50% | -32.40% |
| Surperformance | -1.68% | - | +1.55% | -5.98% | -21.65% |
Toutes les cotations dans EUR
Performance
| CAD | +5.74% | ||
|---|---|---|---|
| 6 Mois | +15.41% | ||
| 1 An | +10.52% | ||
| 3 Ans | -9.25% | ||
| 5 Ans | +11.31% | ||
| Depuis le début | -37.40% | ||
| Année | |||
| 2023 | +7.56% | ||
| 2022 | -23.60% | ||
| 2021 | +12.95% | ||
| 2020 | +8.14% | ||
| 2019 | +19.20% | ||
| 2018 | -16.22% | ||
| 2017 | -0.20% | ||
| 2016 | -3.02% | ||
| 2015 | -4.33% | ||
