Echiquier Agressor G
1,920.63
-0.16%
Currency: EUR
Date: 24/10/24
Trend
Last | Previous | Currency | Date | Chng |
---|---|---|---|---|
1,920.63 | 1,923.70 | EUR | 24/10/24 | -0.16 |
Terms
Isin | FR0010581702 |
Contract Type | N.D. |
Currency | EUR |
Class | G |
Risk Class | 4 |
Assogestioni Category | Azionari Europa |
Declared Benchmark | 100% MSCI Europe |
Start Date | 08/02/22 |
Advisor Name | N.Av. |
Fund Asset Under Management | 373,7000 at 24/09/30 |
Performance
Cumulatives | |
---|---|
1 month | -0.35 |
Ytd | +7.82 |
1 year | +17.87 |
3 years | +8.41 |
5 years | +10.94 |
Yearly | |
---|---|
09/30/2023 | +17.93 |
09/30/2022 | -15.80 |
09/30/2021 | +17.43 |
09/30/2020 | -14.58 |
09/30/2019 | +20.09 |
Rating |
---|
Score |
---|
54.271 |
Company
La Financiere De L'Echiquier
53, avenue d'I�na 75116 - Paris
Tel. +33 1 47 23 97 73
53, avenue d'I�na 75116 - Paris
Tel. +33 1 47 23 97 73
Costs
Entrance (ACP) | Min: 3,0000 - Max: 3,0000 |
Management | 1.35 |
Reimbursement | 0% |
Administrative | 0% |
Switch | 0% |
Tunnel | N.D. |
Subscription
One Solution | |
---|---|
Initial | 100000,0000 EUR |
Integrative | 0,0000 EUR |
Accumulation Plan | |
---|---|
Duration | N.Av. |
Minimum Payment Unit | N.Av. |
Initial Payment | 100000,0000 |
Costs
Entrance (ACP) | Min: 3,0000 - Max: 3,0000 |
Management | 1.35 |
Reimbursement | 0% |
Administrative | 0% |
Switch | 0% |
Tunnel | N.D. |
Performance
Cumulatives | |
---|---|
1 day | -0.16 |
1 week | -1.27 |
1 month | -0.35 |
3 months | +0.84 |
6 months | +0.72 |
From the beginning of the year | +7.82 |
1 year | +17.87 |
2 years | +30.81 |
3 years | +8.41 |
4 years | +38.89 |
5 years | +10.94 |
Yearly | |
---|---|
09/30/2023 | +17.93 |
09/30/2022 | -15.80 |
09/30/2021 | +17.43 |
09/30/2020 | -14.58 |
09/30/2019 | +20.09 |
Rating |
---|
Score |
---|
54.271 |
Efficiency Indicators
Sharpe 1 year | 1.3329 |
Benchmark 1 year | N.Av. |
Sharpe 3 years | 0.2173 |
Benchmark 3 years | N.Av. |
Sharpe 5 years | 0.1829 |
Benchmark 5 years | N.Av. |
Sortino 1 year | 3.0701 |
Benchmark 1 year | N.Av. |
Sortino 3 years | 0.3278 |
Benchmark 3 years | N.Av. |
Sortino 5 years | 0.2323 |
Benchmark 5 years | N.Av. |
Absolute
Standard Volatility | |
---|---|
1 year | +8.49 |
3 years | +14.08 |
5 years | +19.79 |
Negative Volatility | |
---|---|
1 year | +3.69 |
3 years | +9.33 |
5 years | +15.58 |
Benchmark
Standard Volatility | |
---|---|
1 year | N.Av. |
3 years | N.Av. |
5 years | N.Av. |
Negative Volatility | |
---|---|
1 year | N.Av. |
3 years | N.Av. |
5 years | N.Av. |
Relative
Sharpe | 0.2173 |
Sortino | 0.3278 |
Bull Market | +8.28 |
Bear Market | -7.83 |
Benchmark | N.Av. |
Benchmark | N.Av. |
Benchmark | N.Av. |
Benchmark | N.Av. |
Risk Class | 4 |
General
1 year 17,635 | 3 years 15,794 | 5 years 13,299 | ||||
---|---|---|---|---|---|---|
Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
Performance
1 year 17,635
7,184
+15.89
3 years 15,794
5,219
+12.95
5 years 13,299
7,985
+13.16
|
7,184 | +15.89 | 5,219 | +12.95 | 7,985 | +13.16 |
Total Volatility
1 year 17,635
11,790
+8.49
3 years 15,794
13,391
+14.08
5 years 13,299
14,829
+19.79
|
11,790 | +8.49 | 13,391 | +14.08 | 14,829 | +19.79 |
Negative Volatility
1 year 17,635
9,758
+3.69
3 years 15,794
13,379
+9.33
5 years 13,299
15,813
+15.58
|
9,758 | +3.69 | 13,379 | +9.33 | 15,813 | +15.58 |
Sharpe Index
1 year 17,635
7,835
+1.33
3 years 15,794
5,759
+0.22
5 years 13,299
8,925
+0.18
|
7,835 | +1.33 | 5,759 | +0.22 | 8,925 | +0.18 |
Sortino Index
1 year 17,635
5,921
+3.07
3 years 15,794
5,813
+0.33
5 years 13,299
9,170
+0.23
|
5,921 | +3.07 | 5,813 | +0.33 | 8,925 | +0.23 |
By Category
1 year 17,635 | 3 years 15,794 | 5 years 13,299 | ||||
---|---|---|---|---|---|---|
Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
Performance
1 year 17,635
389
+15.89
3 years 15,794
317
+12.95
5 years 13,299
482
+13.16
|
389 | +15.89 | 317 | +12.95 | 482 | +13.16 |
Total Volatility
1 year 17,635
58
+8.49
3 years 15,794
247
+14.08
5 years 13,299
418
+19.79
|
58 | +8.49 | 247 | +14.08 | 418 | +19.79 |
Negative Volatility
1 year 17,635
31
+3.69
3 years 15,794
255
+9.33
5 years 13,299
486
+15.58
|
31 | +3.69 | 255 | +9.33 | 486 | +15.58 |
Sharpe Index
1 year 17,635
218
+1.33
3 years 15,794
318
+0.22
5 years 13,299
489
+0.18
|
218 | +1.33 | 318 | +0.22 | 489 | +0.18 |
Sortino Index
1 year 17,635
111
+3.07
3 years 15,794
317
+0.33
5 years 13,299
496
+0.23
|
111 | +3.07 | 317 | +0.33 | 496 | +0.23 |