DIE SWAENE PATRIMONIO FR0007024518
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +0.8 | - | - |
4 sem. | +2 | - | - |
52 sem. | +12.2 | +12.3 | +8.3 |
1 mois | +3 | - | - |
3 mois | +5.6 | - | - |
6 mois | +11.6 | - | - |
1 an | +11.7 | +11.7 | +8.3 |
3 ans | +7.8 | +2.5 | +9.7 |
5 ans | +19.8 | +3.7 | +11.4 |
10 ans | +42.3 | +3.6 | +10.4 |
Max | +44.8 | +3.7 | +10.3 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +5.6 | +1.5 | +2.1 | +2 | - | - | - | - | - | - | - | - | - |
2023 | +10.3 | +4.7 | +0.2 | +0.9 | +0.2 | +0.2 | +1.4 | +0.6 | -1.7 | -2.8 | -2.5 | +5.7 | +3.4 |
2022 | -16.8 | -5.1 | -3.1 | +0.9 | -2.4 | -1.6 | -6.4 | +7.1 | -3.5 | -5.7 | +3.9 | +3.1 | -4.5 |
2021 | +14.9 | -0.8 | +1.4 | +3.7 | +1.6 | +0.7 | +2 | +1.7 | +1.4 | -2.6 | +3.1 | -0.2 | +2.2 |
2020 | +1.9 | +0.5 | -5.5 | -10.2 | +6 | +2.5 | +1.6 | +0.5 | +2.3 | -0.8 | -2.2 | +7.1 | +1.4 |
2019 | +15.8 | +5.4 | +1.9 | +2 | +1.6 | -2.2 | +1.9 | +1 | -0.1 | +1 | +0.1 | +1.4 | +0.7 |
2018 | -7.4 | +0.8 | -2 | -1.3 | +2.1 | +2.3 | -0.3 | +1.5 | +1.1 | -0.4 | -4.7 | -0.3 | -6.1 |
2017 | +5.3 | -0.5 | +2.4 | +1.2 | +0.9 | +0.4 | -1.4 | -1 | -0.4 | +1.9 | +1.9 | -0.5 | +0.2 |
2016 | -0.6 | -4.4 | -1.8 | +2 | -0.1 | +2.4 | -1.7 | +2.4 | +0.1 | -0.3 | -1.5 | +0.3 | +2.2 |
2015 | +5.5 | +4.3 | +3.6 | +1.3 | -1.4 | +0.7 | -3 | +2.5 | -4.8 | -2.1 | +5.4 | +2.1 | -2.9 |
2014 | - | -0.2 | +2.7 | -0.4 | +0.1 | +1.9 | -0.1 | -0.8 | +1.7 | -0.3 | +0.2 | +2 | +0.5 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 21/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 2.8 M€ | 0 / +0.1 | 0 / +0.2 | 0 / +0.1 | -0.2 / +0.3 | -0.1 / +0.1 |
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 | ||
---|---|---|---|---|---|---|---|---|---|
FR0007024518 | DIE SWAENE PATRIMONIO | 25.99 € | +2 | +5.6 | +11.7 | +7.8 | +19.8 |
VL 3/24 2024 1 an 3 ans 5 ans 25.99 € +2 +5.6 +11.7 +7.8 +19.8