Swisscanto(LU)Eq.Fd.Sust.Europe AT/ LU2400052473 /
| NAV2024-06-06 | Chg.+0.6400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 108.8100EUR | +0.59% | reinvestment | Equity Europe | Swisscanto AM Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -4.84 | -4.93 | -0.19 | -1.82 | -0.44 | -8.09 | 8.32 | -5.84 | -7.25 | 5.07 | 7.10 | -2.86 | -16.12% |
| 2023 | 6.74 | 1.46 | 0.64 | 1.90 | -2.29 | 1.26 | 1.04 | -2.86 | -2.08 | -3.19 | 7.56 | 3.84 | +14.19% |
| 2024 | 0.02 | 1.23 | 3.30 | 0.25 | 4.43 | 1.63 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.67% | 8.35% | 9.75% | -% | -% |
| Sharpe ratio | 2.84 | 2.94 | 1.13 | - | - |
| Best month | +4.43% | +4.43% | +7.56% | +8.32% | - |
| Worst month | +0.02% | +0.02% | -3.19% | -8.09% | - |
| Maximum loss | -2.92% | -3.32% | -8.99% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Swisscanto(LU)Eq.Fd.Sust.Europe ... | reinvestment | 108.8100 | +14.72% | - | |
| Swisscanto(LU)Eq.Fd.Sust.Europe ... | paying dividend | 107.2300 | +14.71% | - | |
| Swisscanto(LU)Eq.Fd.Sust.Europe ... | reinvestment | 111.3200 | +15.75% | - | |
| Swisscanto(LU)Eq.Fd.Sust.Europe ... | reinvestment | 111.6800 | +15.92% | - |
Performance
| YTD | +11.28% | ||
|---|---|---|---|
| 6 Months | +13.21% | ||
| 1 Year | +14.72% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.81% | ||
| Year | |||
| 2023 | +14.19% | ||
| 2022 | -16.12% | ||
