Lyxor PEA Im.Europe(FTSE EPRA/N.)UE Ca./ FR0011869304 /
| NAV24/05/2024 | Chg.-0.0192 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 12.3431EUR | -0.16% | reinvestment | Real Estate Europe | Amundi Asset Mgmt. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 5.11 | - |
| 2017 | -3.30 | 4.51 | 0.17 | 3.64 | 2.03 | -1.91 | -0.38 | 0.38 | 1.09 | 1.04 | 0.70 | 4.17 | +12.49% |
| 2018 | -1.04 | -5.57 | 3.54 | 4.30 | 0.46 | 0.26 | 1.24 | 0.46 | -2.98 | -3.08 | -0.92 | -4.93 | -8.44% |
| 2019 | 10.34 | -1.20 | 4.10 | -0.97 | -0.39 | -2.92 | 0.51 | 3.29 | 4.53 | 3.09 | 2.52 | 3.03 | +28.43% |
| 2020 | 1.66 | -7.48 | -21.37 | 3.59 | 1.49 | 0.96 | 1.05 | 2.12 | -1.67 | -4.25 | 12.74 | 3.78 | -10.78% |
| 2021 | -2.74 | -1.18 | 3.51 | 4.90 | 3.98 | 0.46 | 6.55 | 2.63 | -8.50 | 5.53 | 0.31 | 1.84 | +17.59% |
| 2022 | -2.79 | -3.15 | 0.80 | -5.66 | -4.22 | -15.90 | 12.43 | -10.83 | -16.66 | 3.66 | 2.44 | -1.57 | -37.03% |
| 2023 | 8.88 | -1.10 | -11.49 | 5.64 | -7.51 | -1.40 | 9.09 | -0.95 | -3.59 | -3.52 | 13.86 | 10.53 | +16.13% |
| 2024 | -2.92 | -7.76 | 8.46 | -1.96 | 3.72 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 17.13% | 18.10% | 22.44% | 23.58% | 23.34% |
| Ratio de Sharpe | -0.41 | 1.00 | 0.77 | -0.47 | -0.29 |
| Le meilleur mois | +10.53% | +13.86% | +13.86% | +13.86% | +13.86% |
| Le plus défavorable mois | -7.76% | -7.76% | -7.76% | -16.66% | -21.37% |
| Perte maximale | -9.90% | -11.43% | -12.39% | -46.47% | -46.47% |
| Surperformance | -3.35% | - | +0.64% | +8.35% | - |
Toutes les cotations dans EUR
Performance
| CAD | -1.24% | ||
|---|---|---|---|
| 6 Mois | +10.35% | ||
| 1 An | +21.08% | ||
| 3 Ans | -20.01% | ||
| 5 Ans | -13.88% | ||
| 10 ans | - | ||
| Depuis le début | +6.20% | ||
| Année | |||
| 2023 | +16.13% | ||
| 2022 | -37.03% | ||
| 2021 | +17.59% | ||
| 2020 | -10.78% | ||
| 2019 | +28.43% | ||
| 2018 | -8.44% | ||
| 2017 | +12.49% | ||
