LGT Sustainable Equity Fund Europe EUR C/ LI0247156099 /
| NAV06/06/2024 | Diferencia+8.8101 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 1,637.0100EUR | +0.54% | reinvestment | Equity Europe | LGT Capital P. (FL) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | -0.31 | 3.59 | 1.13 | -0.94 | 1.28 | - |
| 2018 | 0.76 | -3.82 | -1.08 | 2.84 | -0.13 | -0.93 | 1.87 | -2.09 | -0.57 | -7.08 | -0.06 | -4.99 | -14.63% |
| 2019 | 7.12 | 4.05 | 2.21 | 5.15 | -5.16 | 5.56 | -0.67 | -1.97 | 3.35 | 3.24 | 3.65 | 2.32 | +32.15% |
| 2020 | -1.50 | -7.43 | -14.75 | 7.43 | 3.75 | 2.85 | 2.71 | 3.34 | -0.75 | -7.64 | 12.24 | 3.26 | +0.49% |
| 2021 | -1.63 | 1.67 | 7.13 | 3.23 | 3.10 | 0.80 | -0.16 | 1.15 | -3.26 | 2.99 | -2.82 | 5.14 | +18.18% |
| 2022 | -4.15 | -1.95 | -0.87 | -0.50 | -1.14 | -6.91 | 6.19 | -5.54 | -5.22 | 3.13 | 8.02 | -3.92 | -13.19% |
| 2023 | 6.98 | 1.25 | -0.92 | 3.24 | -3.76 | 1.90 | 0.89 | -3.45 | -3.58 | -3.43 | 7.65 | 3.79 | +10.11% |
| 2024 | 0.31 | -2.10 | 1.40 | -2.36 | 3.00 | 1.69 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.46% | 9.18% | 10.72% | 14.19% | 17.07% |
| Índice de Sharpe | 0.07 | 0.33 | -0.11 | -0.27 | 0.12 |
| El mes mejor | +3.79% | +3.79% | +7.65% | +8.02% | +12.24% |
| El mes peor | -2.36% | -2.36% | -3.58% | -6.91% | -14.75% |
| Pérdida máxima | -4.81% | -4.81% | -12.00% | -21.42% | -34.86% |
| Rendimiento superior | -1.40% | - | -1.38% | -1.90% | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| LGT Sustainable Equity Fund Euro... | reinvestment | 1,637.0100 | +2.63% | -0.06% | |
| LGT Sustainable Equity Fund Euro... | reinvestment | 1,520.4301 | +1.81% | -2.42% |
Performance
| Año hasta la fecha | +1.84% | ||
|---|---|---|---|
| 6 Meses | +3.31% | ||
| Promedio móvil | +2.63% | ||
| 3 Años | -0.06% | ||
| 5 Años | +32.64% | ||
| 10 Años | - | ||
| Desde el principio | +35.50% | ||
| Año | |||
| 2023 | +10.11% | ||
| 2022 | -13.19% | ||
| 2021 | +18.18% | ||
| 2020 | +0.49% | ||
| 2019 | +32.15% | ||
| 2018 | -14.63% | ||
