Simulation Allocataire-dynamique


Overview

BSD Investing & L’Allocataire universe allocation
BSD Investing & L’Allocataire active/passive funds allocation
PortfolioTotal ReturnAnnualized ReturnAnnualized Volatility
3 MonthYTD1 Year3 Year5 Year10 Year3 Year5 Year
BSD Investing & L’Allocataire portfolio6.2%-0.5%14.2%NANANANANA
Index ACWI5.7%0.5%14.1%NANANANANA
BSD Investing portfolio4.7%-0.3%13.3%NANANANANA
10Y Allocataire-dynamique

Sources: Morningstar and BSD Investing data in EUR from 31 December 2021 to 14 January 2024. Past performance is no guarantee of future results.

Overview from 2021-12-31 to 2024-01-14
PortfolioPerformanceCAGRVolatilityBest Year ReturnWorst Year ReturnMax DrawdownSharpe Ratio
BSD Investing & L’Allocataire portfolio12.9%6.1%10.7%NANA-20.4%0.30
Index ACWI3.2%1.5%14.0%NANA-15.3%-0.10
BSD Investing portfolio3.2%1.6%10.9%NANA-17.8%-0.13