LGT Sustainable Strategy 5 Years I1 EUR/ LI0021996330 /
| NAV16.05.2024 | Diff.+0,8400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 1.619,2700EUR | +0,05% | thesaurierend | Mischfonds weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | - | -2,07 | 0,21 | -5,59 | -4,57 | 3,95 | 0,03 | -0,10 | - |
| 2012 | 4,23 | 2,47 | -0,39 | -0,79 | -4,08 | 1,63 | 2,70 | 0,86 | 1,52 | -0,54 | 0,44 | 0,51 | +8,65% |
| 2013 | 1,06 | 0,36 | 0,90 | 0,41 | 0,47 | -3,85 | 2,38 | -1,28 | 2,11 | 2,25 | 0,49 | -0,86 | +4,36% |
| 2017 | - | - | - | - | - | - | 22,40 | 0,15 | 0,83 | 0,99 | -0,07 | 1,24 | - |
| 2018 | 0,98 | -2,54 | -0,59 | 0,67 | 0,35 | -1,38 | 2,08 | -1,26 | 0,05 | -3,77 | 1,28 | -4,46 | -8,46% |
| 2019 | 5,03 | 1,27 | 1,62 | 1,65 | -2,87 | 3,59 | 1,09 | -0,46 | 1,00 | 0,58 | 1,11 | 1,48 | +15,94% |
| 2020 | 0,03 | -4,20 | -8,36 | 6,11 | 2,05 | 1,13 | 1,96 | 2,20 | -0,73 | -1,88 | 6,54 | 2,91 | +7,04% |
| 2021 | -1,52 | 0,38 | 3,73 | 2,95 | 1,21 | 0,71 | 1,35 | 0,73 | -3,69 | 1,89 | -1,71 | 3,83 | +10,02% |
| 2022 | -3,77 | -1,86 | 1,15 | -4,14 | -1,79 | -5,37 | 4,65 | -2,68 | -6,05 | 1,86 | 5,85 | -3,09 | -14,91% |
| 2023 | 4,95 | -3,06 | 0,70 | 1,02 | -2,10 | 1,94 | 1,96 | -1,59 | -2,64 | -2,64 | 6,06 | 4,07 | +8,44% |
| 2024 | 0,00 | 0,22 | 2,14 | -2,15 | 2,60 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6,58% | 6,27% | 7,01% | 9,03% | 10,62% |
| Sharpe Ratio | 0,59 | 2,30 | 0,71 | -0,47 | -0,02 |
| Bester Monat | +4,07% | +6,06% | +6,06% | +6,06% | +6,54% |
| Schlechtester Monat | -2,15% | -2,15% | -2,64% | -6,05% | -8,36% |
| Maximaler Verlust | -3,74% | -3,74% | -7,59% | -19,12% | -22,46% |
| Outperformance | +2,60% | - | +2,31% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| LGT Sustainable Strategy 5 Years... | thesaurierend | 1.619,2700 | +8,77% | -1,27% | |
| LGT Sustainable Strategy 5 Years... | thesaurierend | 1.977,1000 | +7,73% | -4,08% | |
| LGT Sustainable Strategy 5 Years... | thesaurierend | 1.078,1899 | +5,77% | -9,22% | |
| LGT Sustainable Strategy 5 Years... | thesaurierend | 1.293,1899 | +9,36% | -1,73% |
Performance
| lfd. Jahr | +2,76% | ||
|---|---|---|---|
| 6 Monate | +8,67% | ||
| 1 Jahr | +8,77% | ||
| 3 Jahre | -1,27% | ||
| 5 Jahre | +19,68% | ||
| 10 Jahre | - | ||
| seit Beginn | +54,97% | ||
| Jahr | |||
| 2023 | +8,44% | ||
| 2022 | -14,91% | ||
| 2021 | +10,02% | ||
| 2020 | +7,04% | ||
| 2019 | +15,94% | ||
| 2018 | -8,46% | ||
