LGT Sustainable Strategy 3 Years I1 CHF/ LI0350494832 /
| NAV17/05/2024 | Diferencia+0.2600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 1,011.7600CHF | +0.03% | reinvestment | Mixed Fund Worldwide | LGT Capital P. (FL) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 3.72% | 3.68% | 3.88% | 4.66% | 5.26% |
| Índice de Sharpe | -0.18 | 1.45 | -0.18 | -1.56 | -0.77 |
| El mes mejor | +2.47% | +3.16% | +3.16% | +3.16% | +3.50% |
| El mes peor | -1.69% | -1.69% | -1.69% | -4.65% | -4.65% |
| Pérdida máxima | -2.33% | -2.33% | -4.22% | -18.03% | -18.03% |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en CHF
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,356.6100 | +5.00% | -5.11% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,011.7600 | +3.13% | -9.93% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 952.4500 | +2.25% | -12.22% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,159.8500 | +5.11% | -4.29% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,144.8800 | +5.81% | -4.81% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,726.4399 | +4.09% | -7.52% |
Performance
| Año hasta la fecha | +1.16% | ||
|---|---|---|---|
| 6 Meses | +4.43% | ||
| Promedio móvil | +3.13% | ||
| 3 Años | -9.93% | ||
| 5 Años | -1.23% | ||
| 10 Años | - | ||
| Desde el principio | -0.08% | ||
| Año | |||
| 2023 | +2.90% | ||
| 2022 | -14.07% | ||
| 2021 | +1.95% | ||
| 2020 | +4.55% | ||
| 2019 | +9.66% | ||
| 2018 | -7.04% | ||
