Performances Annuelles: 10 dernières années |
|
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | Fonds | -19.85% | +28.49% | +28.62% | +7.91% | +36.84% | +3.09% | +29.34% | -17.57% | +21.53% | +13.9% | +19.66% | - | Catégorie | -19.27% | 20.27% | 28.82% | 3.88% | 25.83% | 5.49% | 24.7% | -21.75% | 22.6% | 12.68% | 24.68% | Classement  | 40 | 28 | 34 | 19 | 13 | 65 | 29 | 22 | 64 | 44 | 82 |
|
Performances Historiques Glissantes au 20-05-2022 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
-17.02% |
+0.24% |
-5.83% |
-7.51% |
-16.71% |
-9.55% |
+21.08% |
+21.92% |
+917.13% |
Catégorie |
-14.29%
|
0.24
|
-6.45%
|
-7.74%
|
-15.44%
|
-4.05%
|
30.98%
|
21.59%
|
-
|
|
Performances Annualisées Glissantes au 20-05-2022 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
+12.57% |
+6.58% |
+1.97% |
+4.04% |
+7.32% |
+13.52% |
Catégorie |
18.42%% |
9.41%% |
4.17%% |
3.99%% |
7.04%% |
0%% |
|
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|
|
Notation Morningstar |
 |
PEA
|
OUI
|
PEA PME
|
OUI
|
Date de création
|
21-11-2013 |
Devise
|
EUR |
Structure Juridique
|
FCP
|
Catégorie AMF
|
Actions de la zone Euro
|
Catégorie Morningstar
|
Actions Zone Euro Petites Cap.
|
Zone d'investissement |
Eurozone |
Actifs nets de la part
|
383 M EUR au 30-04-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
CACEIS Bank |
Commisaire aux comptes |
PricewaterhouseCoopers Audit Fr |
Boîte de style Morningstar
Ecart-type 3 ans |
18.34%
|
Ratio de Sharpe 3 ans |
0.59 |
Performance moyenne 3 ans |
21.08% |
|