LGT Sustainable Strategy 3 Years I1 CHF/ LI0350494832 /
NAV17.05.2024 | Diff.+0.2600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
1'011.7600CHF | +0.03% | thesaurierend | Mischfonds weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | - | - | - | - | 0.38 | 0.28 | 0.94 | -0.05 | 0.69 | - |
2018 | -0.15 | -1.80 | 0.31 | 0.79 | -0.67 | -0.67 | 1.26 | -1.59 | 0.05 | -2.33 | 0.60 | -2.99 | -7.04% |
2019 | 3.66 | 0.73 | 1.07 | 1.54 | -1.71 | 2.06 | 0.80 | 0.23 | 0.17 | 0.22 | 0.40 | 0.18 | +9.66% |
2020 | 0.58 | -1.42 | -4.54 | 3.50 | 1.22 | 0.67 | 1.35 | 0.60 | -0.21 | -1.22 | 2.96 | 1.23 | +4.55% |
2021 | -0.93 | -0.61 | 1.75 | 1.13 | 0.65 | 0.44 | 0.63 | 0.27 | -2.09 | 0.17 | -0.63 | 1.20 | +1.95% |
2022 | -2.07 | -1.61 | -0.74 | -2.73 | -1.19 | -3.80 | 3.08 | -2.33 | -4.65 | 0.67 | 2.91 | -2.29 | -14.07% |
2023 | 3.00 | -2.22 | 0.69 | 0.12 | -1.21 | 0.33 | 0.51 | -0.72 | -1.53 | -1.56 | 3.16 | 2.47 | +2.90% |
2024 | -0.14 | -0.04 | 1.52 | -1.69 | 1.54 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 3.72% | 3.68% | 3.88% | 4.66% | 5.26% |
Sharpe Ratio | -0.18 | 1.45 | -0.18 | -1.56 | -0.77 |
Bester Monat | +2.47% | +3.16% | +3.16% | +3.16% | +3.50% |
Schlechtester Monat | -1.69% | -1.69% | -1.69% | -4.65% | -4.65% |
Maximaler Verlust | -2.33% | -2.33% | -4.22% | -18.03% | -18.03% |
Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
LGT Sustainable Strategy 3 Years... | thesaurierend | 1'356.6100 | +5.00% | -5.11% | |
LGT Sustainable Strategy 3 Years... | thesaurierend | 1'011.7600 | +3.13% | -9.93% | |
LGT Sustainable Strategy 3 Years... | thesaurierend | 952.4500 | +2.25% | -12.22% | |
LGT Sustainable Strategy 3 Years... | thesaurierend | 1'159.8500 | +5.11% | -4.29% | |
LGT Sustainable Strategy 3 Years... | thesaurierend | 1'144.8800 | +5.81% | -4.81% | |
LGT Sustainable Strategy 3 Years... | thesaurierend | 1'726.4399 | +4.09% | -7.52% |
Performance
lfd. Jahr | +1.16% | ||
---|---|---|---|
6 Monate | +4.43% | ||
1 Jahr | +3.13% | ||
3 Jahre | -9.93% | ||
5 Jahre | -1.23% | ||
10 Jahre | - | ||
seit Beginn | -0.08% | ||
Jahr | |||
2023 | +2.90% | ||
2022 | -14.07% | ||
2021 | +1.95% | ||
2020 | +4.55% | ||
2019 | +9.66% | ||
2018 | -7.04% |