OPTIMUM OBLIGATIONS FR0007019211

Tags

ReturnsAnnu. ReturnsVolatilities
1 week-0.2--
4 weeks0--
52 weeks-1.3-1.3+1.2
1 mon.-0.1--
3 mon.-0.9--
6 mon.-0.4--
1 yr-1.3-1.3+1.2
3 yrs+2.2+0.7+2.1
5 yrs+2.3+0.5+1.9
10 yrs+32.4+2.8+2.5
Max+25.2+2.1+2.7
YearJanFebMarAprMaiJunJulAugSepOctNovDec
2021-1.4-0.4-0.5+0.2-0.2-0.1+0.1+0.5-0.3-0.4-0.7+0.3-
20200+0.3-0.4-3.2+1+0.4+0.6+0.4-0.2+0.3+0.3+0.3+0.1
2019+3.3+0.8+0.4+0.7+0.50+1+0.6+0.4-0.5-0.3-0.3-0.1
2018-2.1-0.2-0.6+0.40-1.2-0.2+1-0.8-0.1-0.3-0.3+0.1
2017+2.10-+0.5+0.6+0.4+0.30+0.2+0.1+0.2+0.1-0.2
2016+0.8-0.5-0.5+1+0.4-0.2-0.5+0.9+0.3-0.3+0.1-0.5+0.5
2015-0.1+0.8+0.70-0.5-0.6-1.1+0.7-0.4-0.2+0.7+0.5-0.7
2014+4.3+1.5+0.6+0.4+0.4+0.3+0.4+0.2+0.40-0.2+0.30
2013+4.3+0.6-0.10+1.5+0.4-1.3+0.80+0.6+1.5+0.6-0.4
2012+14+2.1+1.6+0.8-0.9-1.7+1.3+0.6+2.5+2.3+1.6+1.8+1.1
2011--0.4+0.2-0.7+0.1+0.9-0.4+0.1+1.6-1-0.8-4.5+4.2
Dollar cost averaging (DCA)
Total investmentProfit/Loss(Profit/Loss)/Inv
1 yr1200-8.7-0.7
3 yr3600-19.9-0.6
Dollar cost averaging (DCA) - 100€ each month
Net inflows / Market effect
Asset Under Management on 25/11/202110/2021T3/2021S1/20212020YTD
Fund51 M€+0.4 / -0.4+0.9 / -0.1+1.6 / -0.4+7 / +0.1+3.2 / -0.7

Details

Legal Form-
Is UCITS ?-
Is Feeder ?-
Has Formula ?-
AMF Classification-
Currency-
Investors-
Initial Min. subscription-
Subsequent Min. subscription-
Benchmark-
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Distribution policy-
French PEA ?-
French PEA-PME ?-
Life Insurance-
RSI ?-
SRRI
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Fees

Max Entry Fees-
Max Exit Fees-
Ongoing Charges-

Actors

Management CompanyOPTIMUM GESTION FINANCIERE
Custodian/Depository-
Auditor-
Administration/Accounting-

Other Shares/Classes