DPAM B Equities Euroland Sustainable B/ BE6324122132 /
| NAV22/01/2025 | Chg.+1.2900 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 133.1500EUR | +0.98% | reinvestment | Equity Euroland | Degroof Petercam AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | 5.81 | 2.48 | 1.17 | 2.59 | 2.30 | 3.26 | -4.43 | 5.00 | -1.77 | 4.44 | - |
| 2022 | -7.57 | -4.70 | 1.42 | -2.27 | -2.73 | -9.40 | 8.93 | -6.87 | -5.93 | 5.62 | 6.77 | -1.94 | -18.79% |
| 2023 | 7.91 | 1.35 | 0.45 | 1.45 | -1.00 | 1.78 | 1.61 | -2.99 | -4.60 | -4.34 | 9.91 | 3.97 | +15.43% |
| 2024 | 2.17 | 4.04 | 3.96 | -2.10 | 3.24 | -0.33 | -0.42 | 0.77 | -0.11 | -3.93 | -0.08 | 1.62 | - |
| 2025 | 5.63 | - | - | - | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 14.40% | 14.04% | 12.74% | 16.76% | -% |
| Ratio de Sharpe | 10.11 | 0.34 | 1.03 | 0.19 | - |
| Le meilleur mois | +5.63% | +5.63% | +5.63% | +9.91% | - |
| Le plus défavorable mois | +1.62% | -3.93% | -3.93% | -9.40% | - |
| Perte maximale | -1.75% | -7.18% | -9.05% | -23.26% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| DPAM B Equities Euroland Sustain... | paying dividend | 130.8700 | +15.73% | +18.74% | |
| DPAM B Equities Euroland Sustain... | reinvestment | 133.1500 | +15.75% | +18.80% | |
| DPAM B Equities Euroland Sustain... | reinvestment | 137.6800 | +16.76% | +22.04% |
Performance
| CAD | +5.63% | ||
|---|---|---|---|
| 6 Mois | +3.68% | ||
| 1 An | +15.75% | ||
| 3 Ans | +18.80% | ||
| 5 Ans | - | ||
| Depuis le début | +27.33% | ||
| Année | |||
| 2023 | +15.43% | ||
| 2022 | -18.79% | ||