LGT Sustainable Quality Equity Fund Hedged CHF B/ LI0183907844 /
NAV29.05.2024 | Diff.-17,7000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
2.136,8501CHF | -0,82% | thesaurierend | Aktien weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | - | - | - | - | - | - | - | -1,42 | 0,10 | -2,21 | 0,31 | -1,58 | - |
2013 | 3,68 | 3,65 | 4,21 | -0,16 | 1,57 | -3,53 | 2,32 | -1,75 | 0,02 | 3,99 | 2,05 | -0,55 | +16,25% |
2014 | -4,21 | 3,98 | 1,12 | 1,04 | 3,00 | 0,41 | -1,20 | 2,50 | -0,13 | 0,38 | 2,14 | -0,55 | +8,54% |
2015 | 1,68 | 3,85 | -0,30 | 0,93 | 0,11 | -3,33 | 3,59 | -5,60 | -1,04 | 6,81 | 0,33 | -1,34 | +5,22% |
2016 | -1,45 | -1,05 | 2,95 | 1,29 | 1,74 | 1,14 | 1,53 | -0,59 | -0,74 | -2,21 | -2,16 | 2,79 | +3,09% |
2017 | -0,45 | 3,96 | 1,68 | 1,29 | 3,52 | -1,61 | 0,17 | 0,08 | -0,22 | 2,07 | 1,36 | 1,17 | +13,66% |
2018 | 1,45 | -4,57 | -0,29 | 0,37 | 0,55 | 0,06 | 3,70 | 0,33 | 0,63 | -6,08 | 3,91 | -6,87 | -7,24% |
2019 | 5,06 | 2,98 | 4,20 | 4,67 | -0,89 | 4,38 | 1,66 | 0,64 | -0,18 | -1,19 | 2,90 | 1,82 | +29,05% |
2020 | -0,69 | -8,17 | -6,96 | 8,51 | 5,11 | 0,89 | 5,18 | 4,02 | -0,57 | -4,19 | 9,40 | 3,33 | +15,04% |
2021 | -3,54 | 2,31 | 3,66 | 4,90 | 1,56 | 2,97 | 1,35 | 1,62 | -4,96 | 4,44 | -2,03 | 4,56 | +17,51% |
2022 | -8,81 | -4,16 | -0,51 | -6,56 | -3,25 | -5,94 | 9,27 | -5,30 | -7,29 | 2,41 | 8,39 | -5,08 | -25,27% |
2023 | 7,37 | -3,59 | 5,26 | 2,43 | -5,34 | 3,87 | 0,43 | -3,46 | -5,60 | -3,04 | 8,18 | 5,02 | +10,64% |
2024 | 0,80 | 1,32 | 1,16 | -2,48 | 1,74 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,47% | 10,81% | 11,59% | 16,07% | 16,83% |
Sharpe Ratio | 0,22 | 1,16 | 0,22 | -0,42 | 0,06 |
Bester Monat | +5,02% | +8,18% | +8,18% | +9,27% | +9,40% |
Schlechtester Monat | -2,48% | -2,48% | -5,60% | -8,81% | -8,81% |
Maximaler Verlust | -6,29% | -6,29% | -13,86% | -30,99% | -30,99% |
Outperformance | +11,59% | - | +13,87% | +17,82% | +22,71% |
Alle Kurse in CHF
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
LGT Sustainable Quality Equity F... | thesaurierend | 2.181,3301 | +9,75% | -2,77% | |
LGT Sustainable Quality Equity F... | thesaurierend | 2.952,9099 | +11,13% | +1,92% | |
LGT Sustainable Quality Equity F... | thesaurierend | 2.201,0901 | +8,80% | -5,29% | |
LGT Sustainable Quality Equity F... | thesaurierend | 2.136,8501 | +6,26% | -8,60% | |
LGT Sustainable Quality Equity F... | thesaurierend | 1.978,0200 | +9,71% | -2,81% | |
LGT Sustainable Quality Equity F... | thesaurierend | 1.863,0500 | +7,15% | -6,24% | |
LGT Sustainable Quality Equity F... | thesaurierend | 3.594,8401 | +12,91% | +6,89% | |
LGT Sustainable Quality Equity F... | ausschüttend | 1.275,0400 | +2,85% | -18,27% | |
LGT Sustainable Quality Equity F... | thesaurierend | 1.300,2300 | +5,40% | -15,20% | |
LGT Sustainable Quality Equity F... | thesaurierend | 1.568,7100 | +7,70% | -8,73% | |
LGT Sustainable Quality Equity F... | thesaurierend | 2.384,9500 | +12,08% | +4,55% |
Performance
lfd. Jahr | +2,51% | ||
---|---|---|---|
6 Monate | +7,81% | ||
1 Jahr | +6,26% | ||
3 Jahre | -8,60% | ||
5 Jahre | +26,37% | ||
10 Jahre | +75,10% | ||
seit Beginn | +101,86% | ||
Jahr | |||
2023 | +10,64% | ||
2022 | -25,27% | ||
2021 | +17,51% | ||
2020 | +15,04% | ||
2019 | +29,05% | ||
2018 | -7,24% | ||
2017 | +13,66% | ||
2016 | +3,09% | ||
2015 | +5,22% |