INDEP ACTIONS PME U FR0013229507
Returns | Annu. Returns | Volatilities | |
---|---|---|---|
1 week | +1.6 | - | - |
4 weeks | +4.3 | - | - |
52 weeks | +10.3 | +10.3 | +13.5 |
1 mon. | +5.4 | - | - |
3 mon. | +6.3 | - | - |
6 mon. | +15.5 | - | - |
1 yr | +9.7 | +9.7 | +13.5 |
3 yrs | +13.8 | +4.4 | +17.3 |
5 yrs | +44.4 | +7.6 | +21.6 |
Max | +47.8 | +5.6 | +19.8 |
Year | Jan | Feb | Mar | Apr | Mai | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +5.8 | -0.1 | +1.7 | +4.1 | - | - | - | - | - | - | - | - | - |
2023 | +13.3 | +10.3 | +3.5 | -3.2 | -1.1 | -1.5 | +2.3 | +2 | -3 | -5.1 | -5.4 | +8.9 | +6.3 |
2022 | -20.7 | -6.9 | -3 | -1.6 | -1.9 | +0.1 | -13.4 | +8.9 | -7.2 | -8.7 | +7.9 | +6.6 | -1.3 |
2021 | +29.6 | +1.4 | +4.5 | +3.5 | +3 | +3.6 | - | +3.5 | +2.8 | -2.4 | +5 | -3.7 | +5.3 |
2020 | +5.6 | -2.6 | -8.6 | -22.3 | +12.3 | +5.6 | +2.2 | -0.5 | +5.6 | +2.6 | -6.8 | +18.3 | +6 |
2019 | +26.9 | +10 | +3.2 | -0.7 | +7.6 | -8.6 | +6.6 | +0.1 | -3.3 | +1.6 | +1.8 | +5.1 | +2.2 |
2018 | -23.8 | +3.7 | -2.3 | -2.2 | +3.4 | +0.2 | -3.9 | +0.4 | -2.1 | -4 | -10.2 | -1.3 | -7.7 |
2017 | - | - | +2.1 | +5.9 | +3.6 | +2.8 | -2 | +1.5 | -0.9 | +5.3 | +1.8 | -2.6 | +1.5 |
Net inflows / Market effect | ||||||
---|---|---|---|---|---|---|
Asset Under Management on 21/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fund | 158.7 M€ | 0 / +2.6 | +0.2 / +13.2 | +0.2 / +5 | -7.6 / +19.3 | 0 / +8.7 |
FR0010305177 | 157.9 M€ | 0 / +2.6 | 0 / +13.1 | 0 / +4.9 | -7.9 / +19.2 | 0 / +8.7 |
FR0013229507 | 0.8 M€ | 0 / 0 | +0.2 / +0.1 | +0.2 / 0 | +0.3 / +0.1 | 0 / 0 |