PALATINE ENTREPRISES FAMILIALES FR0000990921
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +0.1 | - | - |
4 sem. | +2.8 | - | - |
52 sem. | +10.7 | +10.8 | +13.2 |
1 mois | +4.2 | - | - |
3 mois | +7 | - | - |
6 mois | +12.1 | - | - |
1 an | +10.5 | +10.5 | +13.2 |
3 ans | +16.3 | +5.2 | +16.5 |
5 ans | +33.2 | +5.9 | +19.1 |
10 ans | +58.6 | +4.7 | +17.5 |
Max | +59.8 | +4.7 | +17.4 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +7.2 | +1 | +3.2 | +2.9 | - | - | - | - | - | - | - | - | - |
2023 | +12.5 | +8.9 | +1.4 | +0.9 | +2.5 | -3.2 | +2.6 | +0.7 | -2.7 | -4.6 | -4.2 | +6.6 | +3.9 |
2022 | -21.1 | -11.4 | -3.9 | +0.2 | -3.4 | -3.9 | -7.5 | +9.6 | -6.7 | -5 | +7.4 | +6.9 | -3.4 |
2021 | +26.2 | -2.2 | +2.3 | +4.6 | +4.5 | +2.4 | +3.1 | +2.9 | +1.5 | -3.6 | +6 | -1.7 | +4.3 |
2020 | +0.3 | -1.9 | -6.3 | -13.3 | +5.8 | +5.1 | +3.6 | +0.5 | +1.9 | -1 | -6.4 | +12.3 | +2.4 |
2019 | +25.3 | +4.8 | +6.4 | +1.8 | +5 | -5.8 | +5.8 | -0.4 | -0.9 | +0.7 | +2.2 | +3.3 | +0.7 |
2018 | -14.7 | +2.5 | -3.3 | -2 | +5.1 | -1 | -0.5 | +2.3 | -1.5 | -0.3 | -7.5 | -3.2 | -5.7 |
2017 | +9.1 | -2.1 | +1.5 | +5.3 | +3.1 | +1.8 | -2.9 | -0.1 | -1 | +3.9 | +2.4 | -2.5 | -0.4 |
2016 | +1.2 | -6.2 | -2.8 | +1.8 | +0.5 | +2.7 | -6.7 | +4.7 | +0.9 | +0.5 | +0.4 | -0.2 | +6.5 |
2015 | +10 | +7.6 | +7 | +3.1 | -0.3 | +1.1 | -4 | +4.8 | -9.3 | -3.8 | +9 | +2.4 | -6.2 |
2014 | - | -2.7 | +5.1 | -1.5 | +0.3 | +2.1 | -2.1 | -3.4 | +2.7 | +1 | -2.6 | +4.6 | -2.1 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 21/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 32.9 M€ | +0.1 / +1 | -11.6 / +1.4 | -12.2 / -1.5 | -14.3 / +4 | 0 / +2.2 |
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 | ||
---|---|---|---|---|---|---|---|---|---|
FR0000990921 | PALATINE ENTREPRISES FAMILIALES | 23.12 € | +2.9 | +7.2 | +10.5 | +16.3 | +33.2 |
VL 3/24 2024 1 an 3 ans 5 ans 23.12 € +2.9 +7.2 +10.5 +16.3 +33.2