OFI INVEST PATRIMOINE FR0000291536
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +1 | - | - |
4 sem. | +2.4 | - | - |
52 sem. | +13.1 | +13.2 | +7.2 |
1 mois | +3.4 | - | - |
3 mois | +5 | - | - |
6 mois | +11.4 | - | - |
1 an | +13.1 | +13.1 | +7.2 |
3 ans | +5.7 | +1.9 | +8.7 |
5 ans | +18.3 | +3.4 | +10.3 |
10 ans | +32.8 | +2.9 | +10 |
Max | +34.4 | +2.9 | +10 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +5.1 | +1.3 | +1.6 | +2.2 | - | - | - | - | - | - | - | - | - |
2023 | +12.3 | +4.7 | -0.7 | +1.5 | +0.2 | +0.3 | +1.7 | +1 | -0.9 | -2.8 | -1.4 | +5.4 | +2.9 |
2022 | -17.6 | -2.8 | -3.4 | -0.3 | -3.2 | -1.4 | -5.3 | +6.4 | -4.9 | -5.7 | +4.2 | +3.9 | -5.7 |
2021 | +10.6 | -0.9 | +0.4 | +3.5 | +0.5 | +0.8 | +1.5 | +1.6 | +1.1 | -2.3 | +2.7 | - | +1.3 |
2020 | +1.4 | +0.6 | -4 | -10.1 | +4.5 | +1.7 | +2.2 | +0.2 | +1.8 | -0.4 | -1.9 | +6.7 | +0.9 |
2019 | +18.1 | +4.9 | +1.9 | +1.8 | +2.6 | -3.2 | +3.5 | +1.5 | +0.7 | +2.1 | -0.1 | +1.3 | -0.1 |
2018 | -10.1 | +1.9 | -2 | -1.7 | +2.6 | -0.6 | -0.8 | +1.4 | -0.9 | +0.3 | -4.6 | +0.3 | -6 |
2017 | +0.5 | -0.9 | +2.2 | +1.6 | +0.7 | +0.2 | -1.5 | -0.3 | -0.4 | +2.5 | +1.7 | -0.9 | -4.2 |
2016 | +2.8 | -3.8 | -1.1 | +1.8 | +0.3 | +2.1 | -2.8 | +2.9 | +0.6 | -0.1 | -0.5 | +1.3 | +2.2 |
2015 | +3.6 | +4.9 | +4.7 | +1.8 | -0.5 | +0.7 | -3.1 | +3 | -5.3 | -2.5 | +6.1 | +2.5 | -7.7 |
2014 | - | +0.3 | +2.7 | +0.7 | +1 | +2 | +0.7 | -0.5 | +2 | +0.6 | -1.1 | +2.3 | -1.3 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 21/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 125.4 M€ | -1.2 / +1.9 | -6.2 / +8.2 | -15 / +4.8 | -26.2 / +15.2 | -4.8 / +6.2 |
Détails
Frais
Acteurs
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 3/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0000291536 | OFI INVEST PATRIMOINE | 85.12 € | +2.2 | +5.1 | +13.1 | +5.7 | +18.3 |
VL 3/24 2024 1 an 3 ans 5 ans 85.12 € +2.2 +5.1 +13.1 +5.7 +18.3