Investiper Italia PIR50 PIR - PIC/ IT0005282071 /
| NAV07/06/2024 | Chg.-0.0030 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 5.6270EUR | -0.05% | reinvestment | Mixed Fund Worldwide | BCC Rispa.&Previ. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | - | -1.71 | -0.65 | - |
| 2018 | 4.07 | -2.09 | -1.18 | 2.69 | -3.87 | -0.20 | 1.35 | -2.89 | 0.56 | -5.43 | -1.31 | -2.31 | -10.49% |
| 2019 | 4.09 | 2.55 | 1.28 | 1.74 | -3.68 | 2.83 | 0.65 | -0.08 | 1.39 | 1.02 | 3.02 | -0.24 | +15.33% |
| 2020 | -0.45 | -3.28 | -15.57 | 4.99 | 2.28 | 2.62 | 0.88 | 1.33 | -0.52 | -2.92 | 9.18 | 1.02 | -2.46% |
| 2021 | -1.25 | 2.60 | 3.55 | 0.33 | 2.46 | 0.45 | 1.04 | 1.40 | -1.55 | 2.09 | -2.01 | 2.31 | +11.83% |
| 2022 | -3.12 | -3.22 | -1.10 | -2.45 | 0.82 | -7.23 | 3.42 | -2.89 | -4.89 | 4.36 | 4.58 | -1.70 | -13.31% |
| 2023 | 5.35 | 1.25 | -0.94 | 0.10 | -0.85 | 1.81 | 2.03 | -1.30 | -3.10 | -1.64 | 5.43 | 3.55 | +11.87% |
| 2024 | 0.06 | 0.80 | 2.73 | -0.74 | 1.45 | 0.41 | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 3.37% | 3.38% | 4.54% | 6.64% | 7.54% |
| Ratio de Sharpe | 2.28 | 3.37 | 1.55 | -0.35 | -0.02 |
| Le meilleur mois | +3.55% | +3.55% | +5.43% | +5.43% | +9.18% |
| Le plus défavorable mois | -0.74% | -0.74% | -3.10% | -7.23% | -15.57% |
| Perte maximale | -2.17% | -2.17% | -6.44% | -20.59% | -25.82% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +4.77% | ||
|---|---|---|---|
| 6 Mois | +7.28% | ||
| 1 An | +10.79% | ||
| 3 Ans | +4.34% | ||
| 5 Ans | +19.37% | ||
| 10 ans | - | ||
| Depuis le début | +12.54% | ||
| Année | |||
| 2023 | +11.87% | ||
| 2022 | -13.31% | ||
| 2021 | +11.83% | ||
| 2020 | -2.46% | ||
| 2019 | +15.33% | ||
| 2018 | -10.49% | ||
