YHD - Delayed Quote • EUR
Hottinguer Patrimoine Evolution (FR0010776807.PA)
At close: June 28 at 6:07 PM EDT
Fund Summary
L’objectif de la SICAV est la recherche d’une performance supérieure à l’EONIA capitalisé + 3,5% grâce à une gestion discrétionnaire axée sur une politique active et opportuniste d’allocation d’actifs.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 6.39% |
| Worst 1Y Total Return | -5.31% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FR0010776807.PA | Category Average | FR0010776807.PA | Category Average | FR0010776807.PA | Category Average | |
| Alpha | -4.09 | -0.04 | -6.04 | -0.04 | -- | -0.04 |
| BETA | 0.98 | 0.01 | 1.02 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.3 | 0 | 0.24 | 0 | -- | 0 |
| R-squared | 74.8 | 0.6 | 71.31 | 0.57 | -- | 0.54 |
| Standard Deviation | 7.66 | 0.08 | 7.57 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0.47 | 0.01 | 0.34 | 0.01 | -- | 0 |
| Treynor Ratio | 3.44 | 0.05 | 2.24 | 0.05 | -- | 0.01 |
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