Swisscanto(LU)Eq.Fd.Resp.Eur.Top Div.DT/ LU1495641521 /
| NAV30.05.2024 | Diff.+1.4900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 244.4100EUR | +0.61% | thesaurierend | Aktien Europa | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 5.37 | - |
| 2017 | -0.22 | 2.19 | 3.47 | 0.64 | 2.78 | -2.94 | -0.22 | -1.67 | 4.12 | 1.74 | -1.60 | 1.55 | +10.01% |
| 2018 | 1.39 | -2.95 | -1.34 | 5.24 | -0.28 | -0.61 | 3.70 | -2.40 | 0.91 | -3.67 | -1.32 | -5.55 | -7.17% |
| 2019 | 5.57 | 3.22 | 1.57 | 2.94 | -7.23 | 3.01 | -1.56 | -2.50 | 6.28 | 0.77 | 3.22 | 1.83 | +17.64% |
| 2020 | -3.07 | -10.83 | -14.01 | 4.55 | 1.99 | 3.40 | -2.37 | 3.87 | -3.69 | -5.17 | 15.09 | 1.05 | -11.74% |
| 2021 | 1.01 | 2.52 | 6.72 | 0.43 | 2.37 | 1.62 | -0.02 | 2.45 | -1.69 | 2.95 | -2.13 | 5.80 | +23.95% |
| 2022 | 2.49 | -2.45 | -0.34 | 1.40 | 1.62 | -7.94 | 3.54 | -3.72 | -5.56 | 6.56 | 6.19 | -3.46 | -2.80% |
| 2023 | 5.08 | 1.62 | -0.61 | 3.06 | -4.42 | 1.89 | 2.16 | -1.11 | 0.90 | -2.11 | 3.11 | 1.66 | +11.43% |
| 2024 | 0.55 | -1.44 | 4.47 | 1.11 | 2.14 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.88% | 7.49% | 8.73% | 12.26% | 16.93% |
| Sharpe Ratio | 1.78 | 1.94 | 1.08 | 0.35 | 0.20 |
| Bester Monat | +4.47% | +4.47% | +4.47% | +6.56% | +15.09% |
| Schlechtester Monat | -1.44% | -1.44% | -4.42% | -7.94% | -14.01% |
| Maximaler Verlust | -2.91% | -2.91% | -4.96% | -15.51% | -36.33% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 178.1500 | +14.18% | +29.27% | |
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | ausschüttend | 126.7500 | +13.05% | +25.70% | |
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 244.4100 | +13.26% | +26.33% | |
| Swisscanto (LU) Equity Fund Resp... | ausschüttend | 133.4400 | +12.13% | +22.62% | |
| Swisscanto (LU) Equity Fund Resp... | thesaurierend | 201.2300 | +12.14% | +22.63% | |
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 131.2100 | +12.90% | +25.13% |
Performance
| lfd. Jahr | +6.92% | ||
|---|---|---|---|
| 6 Monate | +8.69% | ||
| 1 Jahr | +13.26% | ||
| 3 Jahre | +26.33% | ||
| 5 Jahre | +40.99% | ||
| 10 Jahre | - | ||
| seit Beginn | +60.76% | ||
| Jahr | |||
| 2023 | +11.43% | ||
| 2022 | -2.80% | ||
| 2021 | +23.95% | ||
| 2020 | -11.74% | ||
| 2019 | +17.64% | ||
| 2018 | -7.17% | ||
| 2017 | +10.01% | ||
