DPAM B Equities Europe Sustainable - Klasse W/ BE6246078545 /
| NAV23/01/2025 | Chg.+0.6900 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 497.7900EUR | +0.14% | reinvestment | Equity Europe | Degroof Petercam AM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | -4.15 | 1.54 | 0.12 | -1.64 | 3.92 | -1.06 | - |
| 2015 | 7.18 | 7.10 | 1.79 | 0.17 | 1.43 | -4.51 | 3.99 | -8.31 | -3.92 | 7.82 | 2.04 | -3.98 | +9.70% |
| 2016 | -5.71 | -2.17 | 1.79 | 2.41 | 2.21 | -4.36 | 4.87 | 0.84 | 0.06 | -0.78 | -0.45 | 5.84 | +3.98% |
| 2017 | -0.68 | 2.94 | 3.96 | 2.30 | 0.91 | -3.01 | -0.28 | -0.10 | 3.99 | 1.89 | -1.59 | 1.05 | +11.72% |
| 2018 | 1.50 | -3.21 | -0.19 | 3.22 | 3.61 | -0.63 | 2.60 | 0.26 | -0.42 | -7.24 | -1.02 | -4.85 | -6.74% |
| 2019 | 5.80 | 5.23 | 3.47 | 4.73 | -4.01 | 3.67 | 1.21 | -1.00 | 3.03 | 2.08 | 2.90 | 2.58 | +33.56% |
| 2020 | 0.16 | -5.73 | -12.60 | 9.23 | 5.75 | 3.49 | 1.70 | 4.23 | -1.26 | -5.06 | 11.21 | 2.48 | +11.74% |
| 2021 | -1.53 | 2.87 | 4.47 | 3.28 | 0.96 | 3.42 | 3.86 | 2.89 | -4.16 | 5.44 | -2.13 | 4.69 | +26.27% |
| 2022 | -6.88 | -2.27 | 2.51 | -1.22 | -3.76 | -7.98 | 9.97 | -5.61 | -5.62 | 4.67 | 5.39 | -2.05 | -13.61% |
| 2023 | 5.16 | 1.04 | 0.90 | 2.00 | -0.91 | -0.27 | 1.06 | -2.04 | -3.00 | -4.86 | 7.80 | 4.10 | +10.78% |
| 2024 | 2.03 | 2.53 | 3.43 | -1.15 | 3.24 | 0.52 | 0.25 | 1.56 | -0.40 | -4.19 | 1.08 | -0.33 | - |
| 2025 | 5.12 | - | - | - | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.68% | 12.59% | 11.28% | 14.62% | 17.05% |
| Ratio de Sharpe | 10.12 | 0.19 | 1.10 | 0.24 | 0.35 |
| Le meilleur mois | +5.12% | +5.12% | +5.12% | +9.97% | +11.21% |
| Le plus défavorable mois | -0.33% | -4.19% | -4.19% | -7.98% | -12.60% |
| Perte maximale | -1.77% | -6.09% | -7.83% | -17.19% | -32.33% |
| Surperformance | +8.92% | - | +8.77% | +22.25% | +22.96% |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| DPAM B Equities Europe Sustainab... | reinvestment | 481.9400 | +15.09% | - | |
| DPAM B Equities Europe Sust.E EU... | paying dividend | 322.9600 | +15.12% | +19.51% | |
| DPAM B Equities Europe Sustainab... | reinvestment | 516.6600 | +15.11% | +19.50% | |
| DPAM B Equities Europe Sustainab... | paying dividend | 309.7100 | +14.18% | +16.58% | |
| DPAM B Equities Europe Sustainab... | reinvestment | 455.7000 | +14.16% | +16.56% | |
| DPAM B Equities Europe Sustainab... | paying dividend | 318.5100 | +15.09% | +19.48% | |
| DPAM B Equities Europe Sustainab... | reinvestment | 497.7900 | +15.12% | +19.51% |
Performance
| CAD | +5.12% | ||
|---|---|---|---|
| 6 Mois | +2.51% | ||
| 1 An | +15.12% | ||
| 3 Ans | +19.51% | ||
| 5 Ans | +51.38% | ||
| Depuis le début | +132.73% | ||
| Année | |||
| 2023 | +10.78% | ||
| 2022 | -13.61% | ||
| 2021 | +26.27% | ||
| 2020 | +11.74% | ||
| 2019 | +33.56% | ||
| 2018 | -6.74% | ||
| 2017 | +11.72% | ||
| 2016 | +3.98% | ||