Echiquier World Next Leaders A/ FR0011449602 /
| NAV2024-04-18 | Chg.+1.0400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 191.6300EUR | +0.55% | reinvestment | Equity Worldwide | La Fin.d.l'Echiquier ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | 2.09 | -2.51 | 1.20 | -1.40 | 4.23 | -0.15 | 0.90 | -0.04 | - |
| 2014 | -3.11 | 2.15 | 0.16 | 1.78 | 1.84 | 1.96 | 1.39 | 1.81 | -0.12 | 5.18 | 1.71 | 0.28 | +15.87% |
| 2015 | 5.32 | 7.59 | 1.92 | -1.85 | 3.48 | -0.97 | 1.46 | -8.11 | -1.39 | 7.92 | 3.96 | -3.31 | +15.83% |
| 2016 | -9.13 | 0.35 | 2.06 | 2.60 | 1.85 | -2.32 | 6.51 | -1.66 | 1.33 | -0.77 | 1.91 | 0.02 | +1.98% |
| 2017 | 3.50 | 4.19 | 1.21 | 1.92 | 1.80 | -2.16 | -0.21 | -1.43 | 2.82 | 1.93 | 0.95 | -0.90 | +14.26% |
| 2018 | 5.74 | -2.44 | -2.34 | 1.35 | 5.58 | -2.43 | 3.16 | 4.89 | 0.38 | -15.34 | 7.59 | -8.15 | -4.42% |
| 2019 | 12.64 | 6.52 | 5.53 | 2.43 | -6.07 | 4.11 | 7.11 | 1.41 | -6.20 | 0.75 | 6.32 | -0.58 | +37.60% |
| 2020 | 7.11 | -0.69 | -11.13 | 21.54 | 16.96 | 8.54 | 3.17 | 5.06 | -0.25 | 1.67 | 10.74 | 7.54 | +90.94% |
| 2021 | 6.29 | -2.70 | -8.46 | 1.16 | -6.64 | 12.84 | -6.61 | 7.70 | -3.02 | 7.79 | -11.42 | -11.68 | -17.02% |
| 2022 | -17.63 | -2.49 | -0.66 | -14.40 | -11.91 | -5.94 | 9.32 | -0.47 | -7.82 | 4.11 | -2.73 | -7.86 | -47.04% |
| 2023 | 5.82 | 0.71 | 1.67 | -1.81 | 3.14 | 3.23 | 3.00 | -4.79 | -4.80 | -5.75 | 3.32 | 5.05 | +8.19% |
| 2024 | -0.15 | 3.96 | 1.02 | -6.11 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.87% | 10.05% | 10.43% | 29.80% | 29.00% |
| Sharpe ratio | -0.92 | -0.07 | -0.49 | -0.85 | -0.15 |
| Best month | +5.05% | +5.05% | +5.05% | +12.84% | +21.54% |
| Worst month | -6.11% | -6.11% | -6.11% | -17.63% | -17.63% |
| Maximum loss | -6.62% | -6.62% | -15.26% | -60.32% | -63.63% |
| Outperformance | -13.79% | - | +3.40% | +116.55% | +153.28% |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Echiquier World Next Leaders F | reinvestment | 1,025.4100 | -0.28% | -50.31% | |
| Echiquier World Next Leaders K | reinvestment | 105.8700 | -0.53% | -50.68% | |
| Echiquier World Next Leaders A | reinvestment | 191.6300 | -1.17% | -51.64% |
Performance
| YTD | -1.55% | ||
|---|---|---|---|
| 6 Months | +1.59% | ||
| 1 Year | -1.17% | ||
| 3 Years | -51.64% | ||
| 5 Years | -1.72% | ||
| Since start | +91.63% | ||
| Year | |||
| 2023 | +8.19% | ||
| 2022 | -47.04% | ||
| 2021 | -17.02% | ||
| 2020 | +90.94% | ||
| 2019 | +37.60% | ||
| 2018 | -4.42% | ||
| 2017 | +14.26% | ||
| 2016 | +1.98% | ||
| 2015 | +15.83% | ||
