JSS Sustainable Equity - Green Planet C EUR acc/ LU0950593250 /
NAV19/09/2024 | Diferencia+5.4500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
327.8300EUR | +1.69% | reinvestment | Equity Worldwide | J.S.Sarasin Fd.M. LU ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2014 | -0.51 | 4.19 | 0.21 | -1.80 | 1.41 | 1.50 | -2.93 | 2.76 | -1.61 | 1.10 | -0.07 | 2.72 | +6.95% |
2015 | 4.75 | 4.52 | 3.27 | -1.84 | 3.17 | -3.96 | 0.53 | -7.04 | -1.66 | 9.72 | 6.16 | -4.57 | +12.35% |
2016 | -3.66 | -0.89 | 2.33 | 2.42 | 3.89 | 0.37 | 1.63 | -0.42 | 0.95 | -1.63 | 4.39 | -0.25 | +9.20% |
2017 | 0.33 | 2.75 | 1.29 | 0.93 | -2.36 | -1.34 | -1.00 | -0.22 | 3.72 | 4.36 | 0.78 | -0.76 | +8.58% |
2018 | -0.11 | -2.60 | -2.38 | 0.49 | 4.21 | -2.40 | 2.32 | 1.01 | -1.16 | -8.20 | 1.19 | -8.45 | -15.67% |
2019 | 5.85 | 4.65 | 3.06 | 3.23 | -4.83 | 5.94 | 1.60 | -0.19 | 1.59 | -0.09 | 2.02 | 1.94 | +27.19% |
2020 | 3.14 | -7.17 | -14.31 | 9.72 | 4.77 | 1.05 | 3.16 | 4.08 | 1.25 | 0.25 | 8.81 | 3.11 | +16.52% |
2021 | 1.75 | 0.91 | 4.64 | 2.42 | 0.03 | 2.75 | 3.72 | 3.57 | -3.68 | 6.20 | 0.85 | 3.69 | +29.96% |
2022 | -8.59 | -4.63 | 1.65 | -2.73 | -0.69 | -8.43 | 14.05 | -3.84 | -6.90 | 4.89 | 5.43 | -6.71 | -17.43% |
2023 | 6.87 | 0.32 | 0.58 | -3.18 | 2.13 | 3.95 | 1.08 | -3.14 | -3.99 | -7.15 | 9.77 | 5.48 | +12.01% |
2024 | -1.24 | 5.83 | 3.02 | -2.74 | 2.45 | 0.58 | 0.78 | -0.68 | -0.44 | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 12.47% | 13.20% | 12.29% | 15.80% | 18.61% |
Índice de Sharpe | 0.58 | 0.00 | 0.78 | -0.05 | 0.32 |
El mes mejor | +5.83% | +3.02% | +9.77% | +14.05% | +14.05% |
El mes peor | -2.74% | -2.74% | -7.15% | -8.59% | -14.31% |
Pérdida máxima | -8.56% | -8.56% | -10.20% | -23.72% | -34.79% |
Rendimiento superior | +4.24% | - | +9.21% | +12.32% | +7.93% |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
JSS Sustainable Equity - Green P... | reinvestment | 336.4100 | +13.77% | +10.25% | |
JSS Sustainable Eq.-Gr.Planet I ... | reinvestment | 121.2900 | +11.91% | -4.35% | |
JSS Sustainable Equity - Green P... | reinvestment | 115.8000 | +13.89% | - | |
JSS Sustainable Equity - Green P... | paying dividend | 150.0100 | +13.77% | +10.25% | |
JSS Sustainable Eq.-Gr.Planet S ... | reinvestment | 165.3900 | +13.49% | +9.48% | |
JSS Sustainable Equity - Green P... | reinvestment | 297.5300 | +12.65% | +6.93% | |
JSS Sustainable Equity - Green P... | reinvestment | 327.8300 | +13.10% | +8.33% | |
JSS Sustainable Equity - Green P... | paying dividend | 329.6500 | +17.27% | +1.49% | |
JSS Sustainable Equity - Green P... | paying dividend | 144.4300 | +13.10% | +8.33% | |
JSS Sustainable Equity - Green P... | paying dividend | 297.5300 | +12.65% | +6.93% |
Performance
Año hasta la fecha | +7.54% | ||
---|---|---|---|
6 Meses | +1.74% | ||
Promedio móvil | +13.10% | ||
3 Años | +8.33% | ||
5 Años | +57.45% | ||
10 Años | +119.39% | ||
Desde el principio | +130.72% | ||
Año | |||
2023 | +12.01% | ||
2022 | -17.43% | ||
2021 | +29.96% | ||
2020 | +16.52% | ||
2019 | +27.19% | ||
2018 | -15.67% | ||
2017 | +8.58% | ||
2016 | +9.20% | ||
2015 | +12.35% |