Performance du portefeuille
«PEA-Performance»03/06/2020 05:33 (Temps réel)
«PEA-Performance»03/06/2020 05:33 (Temps réel)
Performance par périodesCliquez sur une période pour le détail par valeur.
| Période | Variation portefeuille | Variation CAC40-NR | Différence |
|---|---|---|---|
| 1 Jour | 0% | 0% | 0% |
| 1 Mois | +3.7% | +6.8% | -3.2% |
| 3 Mois | 0% | -9.2% | +9.2% |
| 1er Janvier | +2.1% | -18% | +20.1% |
| 1 An | +4.4% | -6% | +10.3% |
| 3 Ans | +8.1% | -3.4% | +11.5% |
| 5 Ans | +113.5% | +7.7% | +105.8% |
| Ouverture compte (04/10/2013) | +219.3% | +35.6% | +183.6% |
| Période | Variation portefeuille | Variation CAC40-NR | Différence |
|---|---|---|---|
| 2014 | +18.5% | +1.7% | +16.7% |
| 2015 | +24.3% | +10.9% | +13.4% |
| 2016 | +49.3% | +7.7% | +41.6% |
| 2017 | +52% | +11.7% | +40.3% |
| 2018 | -17.6% | -8.9% | -8.7% |
| 2019 | +8% | +29.2% | -21.3% |
| 2020 en cours | +2.1% | -18% | +20.1% |
| Période | Variation portefeuille | Variation CAC40-NR | Différence |
|---|---|---|---|
| T2-2014 | -0.3% | +2.5% | -2.8% |
| T3-2014 | -0.8% | 0% | -0.8% |
| T4-2014 | +0.5% | -3% | +3.5% |
| T1-2015 | +18.3% | +18% | +0.3% |
| T2-2015 | -1.3% | -3.3% | +2% |
| T3-2015 | -2.4% | -6.9% | +4.4% |
| T4-2015 | +9.1% | +4.4% | +4.7% |
| T1-2016 | +3.9% | -5.2% | +9.1% |
| T2-2016 | +11.8% | -1.4% | +13.2% |
| T3-2016 | +10.4% | +5.1% | +5.3% |
| T4-2016 | +16.4% | +9.6% | +6.8% |
| T1-2017 | +15.4% | +5.5% | +9.9% |
| T2-2017 | +16.3% | +1.7% | +14.7% |
| T3-2017 | +6.2% | +4.2% | +2% |
| T4-2017 | +6.5% | -0.1% | +6.7% |
| T1-2018 | +3.2% | -2.6% | +5.7% |
| T2-2018 | -0.3% | +4.9% | -5.2% |
| T3-2018 | -7.7% | +3.3% | -11% |
| T4-2018 | -13.1% | -13.7% | +0.5% |
| T1-2019 | +5.2% | +13.3% | -8.1% |
| T2-2019 | +1.9% | +5.4% | -3.5% |
| T3-2019 | -0.5% | +2.7% | -3.2% |
| T4-2019 | +1.2% | +5.4% | -4.2% |
| T1-2020 | -3.9% | -26.2% | +22.4% |
| T2-2020 en cours | +6.2% | +11.2% | -4.9% |