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Echiquier Positive Impact Europe A
301.46
-0.48%
Currency: EUR
Date: 26/06/09
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 301.46 | 302.92 | EUR | 26/06/09 | -0.48 |
Terms
| Isin | FR0010863688 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | A |
| Risk Class | 4 |
| Assogestioni Category | Altri |
| Declared Benchmark | 100% MSCI Europe NET RETOURN |
| Start Date | 10/03/19 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | -0.74 |
| Ytd | +7.01 |
| 1 year | +0.94 |
| 3 years | +19.67 |
| 5 years | +9.02 |
| Yearly | |
|---|---|
| 05/31/2025 | -1.67 |
| 05/31/2024 | +5.67 |
| 05/31/2023 | +16.80 |
| 05/31/2022 | -22.80 |
| 05/31/2021 | +16.38 |
| Rating |
|---|
|
| Score |
|---|
| 34.5696 |
Company
La Financiere De L'Echiquier
53, avenue d'I�na 75116 - Paris
Tel. +33 (0) 1 47 23 90 9
53, avenue d'I�na 75116 - Paris
Tel. +33 (0) 1 47 23 90 9
Costs
| Entrance (ACP) | Min: 3,0000 - Max: 3,0000 |
| Management | 1.71 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | N.Av. EUR |
| Integrative | N.Av. EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | N.Av. |
Costs
| Entrance (ACP) | Min: 3,0000 - Max: 3,0000 |
| Management | 1.71 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | -0.48 |
| 1 week | -1.08 |
| 1 month | -0.74 |
| 3 months | +6.99 |
| 6 months | +8.59 |
| From the beginning of the year | +7.01 |
| 1 year | +0.94 |
| 2 years | -0.97 |
| 3 years | +19.67 |
| 4 years | +21.84 |
| 5 years | +9.02 |
| Yearly | |
|---|---|
| 05/31/2025 | -1.67 |
| 05/31/2024 | +5.67 |
| 05/31/2023 | +16.80 |
| 05/31/2022 | -22.80 |
| 05/31/2021 | +16.38 |
| Rating |
|---|
|
|
| Score |
|---|
| 34.5696 |
Efficiency Indicators
| Sharpe 1 year | 0.1502 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.2529 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.0516 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 0.2047 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 0.4013 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.0683 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +12.83 |
| 3 years | +12.65 |
| 5 years | +15.46 |
| Negative Volatility | |
|---|---|
| 1 year | +9.49 |
| 3 years | +8.04 |
| 5 years | +11.03 |
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. |
Updated Monthly - 26/05/29
Relative
| Sharpe | 0.2529 |
| Sortino | 0.4013 |
| Bull Market | N.Av. |
| Bear Market | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 4 |
General
| 1 year 17,946 | 3 years 15,848 | 5 years 14,193 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,946
15,488
+3.09
3 years 15,848
9,926
+22.06
5 years 14,193
10,305
+10.79
|
15,488 | +3.09 | 9,926 | +22.06 | 10,305 | +10.79 |
|
Total Volatility
1 year 17,946
15,544
+12.83
3 years 15,848
13,443
+12.65
5 years 14,193
13,693
+15.46
|
15,544 | +12.83 | 13,443 | +12.65 | 13,693 | +15.46 |
|
Negative Volatility
1 year 17,946
17,978
+9.49
3 years 15,848
13,638
+8.04
5 years 14,193
14,475
+11.03
|
17,978 | +9.49 | 13,638 | +8.04 | 14,475 | +11.03 |
|
Sharpe Index
1 year 17,946
16,617
+0.15
3 years 15,848
13,362
+0.25
5 years 14,193
10,374
+0.05
|
16,617 | +0.15 | 13,362 | +0.25 | 10,374 | +0.05 |
|
Sortino Index
1 year 17,946
16,575
+0.20
3 years 15,848
13,098
+0.40
5 years 14,193
10,342
+0.07
|
16,575 | +0.20 | 13,098 | +0.40 | 10,374 | +0.07 |
By Category
| 1 year 17,946 | 3 years 15,848 | 5 years 14,193 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,946
5,766
+3.09
3 years 15,848
3,682
+22.06
5 years 14,193
3,914
+10.79
|
5,766 | +3.09 | 3,682 | +22.06 | 3,914 | +10.79 |
|
Total Volatility
1 year 17,946
5,393
+12.83
3 years 15,848
4,472
+12.65
5 years 14,193
4,544
+15.46
|
5,393 | +12.83 | 4,472 | +12.65 | 4,544 | +15.46 |
|
Negative Volatility
1 year 17,946
6,321
+9.49
3 years 15,848
4,535
+8.04
5 years 14,193
4,813
+11.03
|
6,321 | +9.49 | 4,535 | +8.04 | 4,813 | +11.03 |
|
Sharpe Index
1 year 17,946
6,184
+0.15
3 years 15,848
4,827
+0.25
5 years 14,193
4,008
+0.05
|
6,184 | +0.15 | 4,827 | +0.25 | 4,008 | +0.05 |
|
Sortino Index
1 year 17,946
6,166
+0.20
3 years 15,848
4,737
+0.40
5 years 14,193
4,005
+0.07
|
6,166 | +0.20 | 4,737 | +0.40 | 4,005 | +0.07 |
Data provided by 