Simulation Allocataire-dynamique


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 portfolio0.3%15.7%14.7%NANANANANA
Index ACWI2.0%13.3%3.7%NANANANANA
BSD Investing portfolio-0.2%15.2%10.7%NANANANANA
10Y Allocataire-dynamique

Sources: Morningstar and BSD Investing data in EUR from 31 December 2021 to 12 September 2023. Past performance is no guarantee of future results.

Overview from 2021-12-31 to 2023-09-12
PortfolioPerformanceCAGRVolatilityBest Year ReturnWorst Year ReturnMax DrawdownSharpe Ratio
BSD Investing & L’Allocataire portfolio7.5%4.4%11.3%NANA-20.4%0.18
Index ACWI-1.4%-0.8%14.8%NANA-14.4%-0.21
BSD Investing portfolio-0.5%-0.3%11.5%NANA-18.3%-0.23