INDEP ACTIONS PME U FR0013229507
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +0.6 | - | - |
4 sem. | +3.1 | - | - |
52 sem. | +11 | +11.1 | +13.6 |
1 mois | +3.9 | - | - |
3 mois | +5.9 | - | - |
6 mois | +11.6 | - | - |
1 an | +10.9 | +10.9 | +14.4 |
3 ans | +11.7 | +3.8 | +17.2 |
5 ans | +40.3 | +7 | +21.6 |
Max | +45.5 | +5.4 | +19.8 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +4.1 | -0.1 | +1.7 | +2.4 | - | - | - | - | - | - | - | - | - |
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 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 15/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 156.3 M€ | 0 / +2.6 | +0.2 / +13.2 | +0.2 / +5 | -7.6 / +19.3 | 0 / +6.3 |
FR0010305177 | 155.5 M€ | 0 / +2.6 | 0 / +13.1 | 0 / +4.9 | -7.9 / +19.2 | 0 / +6.2 |
FR0013229507 | 0.8 M€ | 0 / 0 | +0.2 / +0.1 | +0.2 / 0 | +0.3 / +0.1 | 0 / 0 |
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 | ||
---|---|---|---|---|---|---|---|---|---|
FR0010305177 | INDEP ACTIONS PME (C) | 1 551.00 € | +2.5 | +4.2 | +11.6 | +12.9 | +38.1 | ||
FR0013229507 | INDEP ACTIONS PME U | 145.67 € | +2.4 | +4.1 | +10.9 | +11.7 | +40.3 |
VL 3/24 2024 1 an 3 ans 5 ans 1 551.00 € +2.5 +4.2 +11.6 +12.9 +38.1 145.67 € +2.4 +4.1 +10.9 +11.7 +40.3