YOU INVEST GREEN active EUR (VTIA)/ AT0000A11F94 /
| NAV31/05/2024 | Chg.-0.3300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 127.6100EUR | -0.26% | Full reinvestment | Mixed Fund Worldwide | Erste AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | - | 0.20 | - |
| 2014 | -0.94 | 2.08 | 0.09 | 0.41 | 1.65 | 0.75 | 0.76 | 1.19 | 0.13 | -0.61 | 1.46 | 0.31 | +7.48% |
| 2015 | 1.94 | 1.00 | 0.15 | 1.16 | -1.03 | -2.02 | -0.05 | -3.56 | -1.36 | 2.86 | 0.10 | -2.10 | -3.05% |
| 2016 | -2.19 | -0.29 | 2.30 | 0.72 | -0.14 | -0.35 | 2.22 | 0.31 | -0.04 | -0.18 | -1.23 | 1.56 | +2.63% |
| 2017 | 0.87 | 1.90 | -0.25 | 0.75 | 0.58 | -0.07 | 0.47 | -1.11 | 1.46 | 1.13 | -0.15 | 0.58 | +6.31% |
| 2018 | 1.69 | -2.34 | -1.70 | 0.17 | 0.82 | -1.04 | 1.31 | 0.04 | -0.33 | -3.44 | 0.51 | -4.07 | -8.25% |
| 2019 | 3.84 | 2.48 | -0.06 | 1.64 | -2.08 | 2.29 | 2.29 | -2.30 | 1.42 | 0.08 | 1.16 | 1.08 | +12.31% |
| 2020 | 0.66 | -1.47 | -12.07 | 5.04 | 2.93 | 1.44 | 3.18 | 1.86 | -1.46 | -0.70 | 4.58 | 1.51 | +4.42% |
| 2021 | 0.60 | 0.90 | -0.62 | 2.00 | 0.16 | 1.13 | 0.81 | 1.14 | -1.88 | 1.76 | 0.16 | 1.37 | +7.73% |
| 2022 | -3.91 | -2.14 | 1.30 | -3.05 | -0.64 | -4.08 | 2.38 | -0.18 | -5.17 | -0.07 | 2.93 | -2.22 | -14.21% |
| 2023 | 4.08 | -1.53 | -0.34 | 0.21 | 0.99 | 1.19 | 1.60 | -1.11 | -1.85 | -2.23 | 4.00 | 4.05 | +9.13% |
| 2024 | 0.48 | 0.60 | 1.33 | -1.28 | 1.47 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 4.01% | 3.99% | 4.39% | 5.80% | 6.91% |
| Ratio de Sharpe | 0.66 | 2.56 | 1.04 | -0.63 | -0.15 |
| Le meilleur mois | +4.05% | +4.05% | +4.05% | +4.08% | +5.04% |
| Le plus défavorable mois | -1.28% | -1.28% | -2.23% | -5.17% | -12.07% |
| Perte maximale | -2.63% | -2.63% | -5.31% | -16.54% | -18.53% |
| Surperformance | -1.68% | - | -1.93% | +2.49% | +2.06% |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| YOU INVEST GREEN active EUR (VTI... | Full reinvestment | 127.6100 | +8.34% | +0.41% | |
| YOU INVEST GREEN active EUR (T) | reinvestment | 123.7900 | +8.33% | +0.40% | |
| YOU INVEST GREEN active EUR (A) | paying dividend | 101.3900 | +8.34% | +0.41% |
Performance
| CAD | +2.61% | ||
|---|---|---|---|
| 6 Mois | +6.76% | ||
| 1 An | +8.34% | ||
| 3 Ans | +0.41% | ||
| 5 Ans | +14.64% | ||
| 10 ans | +22.26% | ||
| Depuis le début | +27.61% | ||
| Année | |||
| 2023 | +9.13% | ||
| 2022 | -14.21% | ||
| 2021 | +7.73% | ||
| 2020 | +4.42% | ||
| 2019 | +12.31% | ||
| 2018 | -8.25% | ||
| 2017 | +6.31% | ||
| 2016 | +2.63% | ||
| 2015 | -3.05% | ||
