Swisscanto(LU)Eq.Fd.Sust.Gl.Climate BT/ LU0999463853 /
| NAV23.05.2024 | Diff.-0.3700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 239.8600EUR | -0.15% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 0.90 | - |
| 2017 | 1.54 | 4.40 | 1.98 | 0.06 | 0.93 | -0.06 | -1.70 | 1.48 | 3.40 | 5.48 | -2.88 | 0.36 | +15.70% |
| 2018 | -0.90 | -2.07 | -2.96 | 0.70 | 4.58 | -3.16 | 2.22 | 2.29 | -0.81 | -5.77 | 3.28 | -9.44 | -12.21% |
| 2019 | 10.21 | 5.61 | 1.40 | 3.93 | -7.52 | 4.91 | 2.17 | -1.01 | 2.63 | -0.45 | 4.03 | 2.41 | +31.00% |
| 2020 | 0.32 | -3.41 | -15.13 | 12.67 | 6.63 | 2.88 | 4.68 | 8.01 | 2.68 | 3.43 | 10.77 | 7.26 | +45.04% |
| 2021 | 0.77 | -1.09 | 3.63 | -0.58 | -3.02 | 5.83 | 2.44 | 4.34 | -4.91 | 10.78 | -0.45 | -0.73 | +17.27% |
| 2022 | -11.11 | -1.14 | 1.86 | -7.11 | 1.32 | -10.71 | 20.93 | -5.07 | -7.80 | 5.37 | 6.43 | -8.62 | -18.42% |
| 2023 | 10.07 | 2.62 | -1.78 | -5.64 | 2.72 | 6.81 | 1.98 | -4.60 | -4.58 | -8.57 | 7.43 | 8.60 | +13.74% |
| 2024 | -1.09 | 7.93 | 3.99 | -0.95 | 3.96 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.01% | 12.82% | 14.83% | 19.73% | 21.38% |
| Sharpe Ratio | 2.86 | 4.24 | 1.14 | 0.22 | 0.55 |
| Bester Monat | +8.60% | +8.60% | +8.60% | +20.93% | +20.93% |
| Schlechtester Monat | -1.09% | -1.09% | -8.57% | -11.11% | -15.13% |
| Maximaler Verlust | -3.91% | -3.96% | -17.89% | -29.20% | -33.64% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 263.6200 | +21.19% | +28.19% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 198.6800 | +20.94% | +27.43% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | ausschüttend | 102.4700 | +19.86% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 120.8800 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 118.6900 | +23.40% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 175.9100 | +21.00% | +27.62% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 155.5500 | +19.88% | +24.08% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 239.8600 | +20.74% | +26.80% |
Performance
| lfd. Jahr | +14.30% | ||
|---|---|---|---|
| 6 Monate | +25.38% | ||
| 1 Jahr | +20.74% | ||
| 3 Jahre | +26.80% | ||
| 5 Jahre | +106.47% | ||
| 10 Jahre | - | ||
| seit Beginn | +141.99% | ||
| Jahr | |||
| 2023 | +13.74% | ||
| 2022 | -18.42% | ||
| 2021 | +17.27% | ||
| 2020 | +45.04% | ||
| 2019 | +31.00% | ||
| 2018 | -12.21% | ||
| 2017 | +15.70% | ||
