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            Trend

            Last Previous Currency Date Chng
            434.23 425.33 EUR 26/03/31 +2.09

            Terms

            Isin FR0010859769
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class A
            Risk Class 4
            Assogestioni Category Altri
            Declared Benchmark 100% MSCI AC World
            Start Date 10/04/19
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -5.30
            Ytd -5.22
            1 year +5.91
            3 years +30.80
            5 years +26.54
            Yearly
            02/28/2025 +3.94
            02/29/2024 +20.70
            02/28/2023 +18.04
            02/28/2022 -16.21
            02/28/2021 +10.76
            Rating
            Score
            47.0267

            Company

            La Financiere De L'Echiquier
            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 2.2
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial 0,0000 EUR
            Integrative 0,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 0,0000

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 2.2
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +2.09
            1 week +1.12
            1 month -5.30
            3 months -5.22
            6 months -1.49
            From the beginning of the year -5.22
            1 year +5.91
            2 years +4.00
            3 years +30.80
            4 years +20.01
            5 years +26.54
            Yearly
            02/28/2025 +3.94
            02/29/2024 +20.70
            02/28/2023 +18.04
            02/28/2022 -16.21
            02/28/2021 +10.76


            Rating
            Rating Rating Rating
            Score
            47.0267

            Efficiency Indicators

            Sharpe 1 year -0.1466
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.8101
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.4626
            Benchmark 5 years N.Av.
            Sortino 1 year -0.1841
            Benchmark 1 year N.Av.
            Sortino 3 years 1.3109
            Benchmark 3 years N.Av.
            Sortino 5 years 0.6971
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +13.11
            3 years +11.36
            5 years +13.04
            Negative Volatility
            1 year +10.07
            3 years +7.03
            5 years +8.60

            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 - 26/02/27

            Relative

            Sharpe 0.8101
            Sortino 1.3109
            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 18,005 3 years 15,888 5 years 14,134
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 18,005
            14,185
              
            +2.52
            3 years 15,888
            4,358
              
            +41.68
            5 years 14,134
            4,944
              
            +38.75
            Performance             		14,185 +2.52 4,358 +41.68 4,944 +38.75
            Total Volatility
            1 year 18,005
            17,401
              
            +13.11
            3 years 15,888
            13,979
              
            +11.36
            5 years 14,134
            11,748
              
            +13.04
            Total Volatility             		17,401 +13.11 13,979 +11.36 11,748 +13.04
            Negative Volatility
            1 year 18,005
            18,372
              
            +10.07
            3 years 15,888
            14,102
              
            +7.03
            5 years 14,134
            12,244
              
            +8.60
            Negative Volatility             		18,372 +10.07 14,102 +7.03 12,244 +8.60
            Sharpe Index
            1 year 18,005
            15,479
              
            -0.15
            3 years 15,888
            4,701
              
            +0.81
            5 years 14,134
            5,096
              
            +0.46
            Sharpe Index             		15,479 -0.15 4,701 +0.81 5,096 +0.46
            Sortino Index
            1 year 18,005
            15,584
              
            -0.18
            3 years 15,888
            5,274
              
            +1.31
            5 years 14,134
            5,176
              
            +0.70
            Sortino Index             		15,584 -0.18 5,274 +1.31 5,096 +0.70

            By Category

              1 year 18,005 3 years 15,888 5 years 14,134
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 18,005
            5,094
              
            +2.52
            3 years 15,888
            1,807
              
            +41.68
            5 years 14,134
            1,991
              
            +38.75
            Performance             		5,094 +2.52 1,807 +41.68 1,991 +38.75
            Total Volatility
            1 year 18,005
            6,081
              
            +13.11
            3 years 15,888
            4,590
              
            +11.36
            5 years 14,134
            3,762
              
            +13.04
            Total Volatility             		6,081 +13.11 4,590 +11.36 3,762 +13.04
            Negative Volatility
            1 year 18,005
            6,394
              
            +10.07
            3 years 15,888
            4,630
              
            +7.03
            5 years 14,134
            4,026
              
            +8.60
            Negative Volatility             		6,394 +10.07 4,630 +7.03 4,026 +8.60
            Sharpe Index
            1 year 18,005
            5,555
              
            -0.15
            3 years 15,888
            1,981
              
            +0.81
            5 years 14,134
            2,143
              
            +0.46
            Sharpe Index             		5,555 -0.15 1,981 +0.81 2,143 +0.46
            Sortino Index
            1 year 18,005
            5,590
              
            -0.18
            3 years 15,888
            2,169
              
            +1.31
            5 years 14,134
            2,191
              
            +0.70
            Sortino Index             		5,590 -0.18 2,169 +1.31 2,191 +0.70

            Foreign Funds - Echiquier World Equity Growth A: Performance, Terms, Fees, Risk, Rating


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