LGT CP GIM Balanced CHF PB/ LI1240285018 /
| NAV27.05.2024 | Diff.-48.1797 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 10'881.4502CHF | -0.44% | thesaurierend | Mischfonds weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | 1.97 | 0.85 | -1.07 | -1.21 | -2.63 | 4.01 | 2.72 | - |
| 2024 | 0.37 | 1.57 | 2.00 | -1.57 | 1.68 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 4.42% | 4.30% | -% | -% | -% |
| Sharpe Ratio | 1.54 | 2.61 | - | - | - |
| Bester Monat | +2.72% | +4.01% | +4.01% | - | - |
| Schlechtester Monat | -1.57% | -1.57% | -2.63% | - | - |
| Maximaler Verlust | -2.18% | -2.18% | - | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| LGT CP GIM Balanced CHF PB | thesaurierend | 10'881.4502 | +8.81% | - | |
| LGT CP GIM Balanced EUR B | thesaurierend | 10'943.7998 | +9.44% | - | |
| LGT CP GIM Balanced EUR PB | thesaurierend | 11'057.8203 | +10.58% | - | |
| LGT CP GIM Balanced USD PB | thesaurierend | 11'264.6504 | +12.65% | - | |
| LGT CP GIM Balanced CHF IM | thesaurierend | 12'707.2197 | +9.34% | - | |
| LGT CP GIM Balanced USD IM | thesaurierend | 20'175.1992 | +13.18% | - |
Performance
| lfd. Jahr | +4.07% | ||
|---|---|---|---|
| 6 Monate | +7.18% | ||
| 1 Jahr | +8.81% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +8.81% | ||
| Jahr | |||
