PEA Croissance BBK

The chart shows the growth of an initial investment of €10,000 in PEA Croissance BBK, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Jan 15, 2018, PEA Croissance BBK's average daily return is +0.12%, while the average monthly return is +2.35%. At this rate, your investment would double in approximately 2.5 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +23.6%, while the worst month was Apr 2022 at -17.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PEA Croissance BBK closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +15.6%, while the worst single day was Mar 12, 2020 at -16.5%.

PEA Croissance BBK has an annualized alpha of 16.75%, beta of 1.04, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since January 15, 2018.

• This portfolio captured 273.58% of S&P 500 Index gains and 176.87% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.28 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PEA Croissance BBK has an expense ratio of 0.57%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

PEA Croissance BBK ranks 42 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

PEA Croissance BBK Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 0.77
• 5-Year: 0.49
• All Time: 0.65

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.97 to 1.66, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of PEA Croissance BBK compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the PEA Croissance BBK. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PEA Croissance BBK was 56.46%, occurring on Dec 28, 2022. Recovery took 284 trading sessions.

The current PEA Croissance BBK drawdown is 15.34%.

The chart below shows the rolling one-month volatility.