Swisscanto (LU) Equity Fund Sustainable Global Climate DT/ LU0275317682 /
| NAV20.06.2024 | Diff.-1,7000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 175,8800EUR | -0,96% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | 6,44 | 6,65 | 2,97 | 2,16 | 1,90 | -2,04 | 3,85 | 6,36 | -7,87 | 1,66 | - |
| 2008 | -15,49 | 0,92 | -4,48 | 5,55 | 2,14 | -4,24 | -6,92 | 2,55 | -16,85 | -21,74 | -9,93 | -2,34 | -54,05% |
| 2009 | -4,44 | -11,24 | 6,09 | 16,95 | 8,67 | -1,22 | 5,25 | -0,12 | 7,49 | -5,46 | 5,88 | 7,47 | +37,31% |
| 2010 | -4,37 | -2,55 | 7,16 | -0,41 | -4,06 | -0,50 | 4,20 | -5,07 | 0,37 | 2,47 | -3,37 | 5,22 | -1,80% |
| 2011 | -0,78 | 1,26 | 5,02 | 0,92 | -2,17 | -4,69 | -4,98 | -8,40 | -13,65 | 2,49 | -5,62 | 0,11 | -27,74% |
| 2012 | 4,78 | 3,72 | -0,60 | -2,57 | -4,65 | -0,48 | 2,02 | 2,11 | 1,35 | -0,46 | 0,69 | 0,88 | +6,61% |
| 2013 | 3,64 | 3,01 | 3,44 | -1,06 | 1,91 | -2,83 | 3,25 | -1,57 | 4,11 | 4,51 | 1,90 | 1,90 | +24,23% |
| 2014 | 0,34 | 4,75 | -0,74 | -2,65 | 2,58 | 1,53 | -3,69 | 3,29 | -2,61 | -3,46 | -1,81 | -0,96 | -3,79% |
| 2015 | 6,59 | 8,23 | 3,85 | -1,61 | 2,42 | -5,74 | -0,05 | -10,04 | -4,19 | 7,05 | 3,55 | -1,46 | +7,07% |
| 2016 | -7,96 | -0,64 | -0,24 | 1,78 | 1,27 | -1,50 | 4,39 | 0,01 | 0,69 | -1,80 | 2,19 | 0,94 | -1,37% |
| 2017 | 1,57 | 4,41 | 1,99 | 0,08 | 0,95 | -0,04 | -1,68 | 1,50 | 3,42 | 5,49 | -2,87 | 0,40 | +15,96% |
| 2018 | -0,89 | -2,06 | -2,93 | 0,71 | 4,60 | -3,13 | 2,24 | 2,31 | -0,80 | -5,75 | 3,29 | -9,42 | -12,02% |
| 2019 | 10,22 | 5,64 | 1,41 | 3,96 | -7,51 | 4,92 | 2,19 | -0,99 | 2,65 | -0,44 | 4,05 | 2,43 | +31,28% |
| 2020 | 0,35 | -3,40 | -15,10 | 12,68 | 6,65 | 2,91 | 4,70 | 8,03 | 2,70 | 3,46 | 10,78 | 7,28 | +45,37% |
| 2021 | 0,79 | -1,07 | 3,64 | -0,56 | -3,00 | 5,84 | 2,46 | 4,36 | -4,89 | 10,80 | -0,43 | -0,71 | +17,53% |
| 2022 | -11,10 | -1,12 | 1,88 | -7,10 | 1,35 | -10,70 | 20,95 | -5,06 | -7,79 | 5,39 | 6,45 | -8,60 | -18,24% |
| 2023 | 10,10 | 2,64 | -1,76 | -5,63 | 2,75 | 6,82 | 2,00 | -4,58 | -4,56 | -8,56 | 7,45 | 8,62 | +13,98% |
| 2024 | -1,07 | 7,95 | 4,01 | -0,94 | 3,84 | 0,11 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,20% | 12,95% | 14,51% | 19,81% | 21,39% |
| Sharpe Ratio | 2,25 | 2,47 | 0,85 | 0,18 | 0,52 |
| Bester Monat | +8,62% | +8,62% | +8,62% | +20,95% | +20,95% |
| Schlechtester Monat | -1,07% | -1,07% | -8,56% | -11,10% | -15,10% |
| Maximaler Verlust | -3,89% | -3,95% | -17,85% | -29,11% | -33,63% |
| Outperformance | +8,96% | - | +11,83% | +13,27% | +0,89% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 263,6100 | +16,18% | +23,74% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 198,6400 | +15,95% | +23,00% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | ausschüttend | 102,3800 | +14,92% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 116,7200 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 114,5200 | +13,02% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 175,8800 | +16,01% | +23,18% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 155,4100 | +14,92% | +19,76% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 239,7800 | +15,76% | +22,39% |
Performance
| lfd. Jahr | +14,38% | ||
|---|---|---|---|
| 6 Monate | +16,42% | ||
| 1 Jahr | +16,01% | ||
| 3 Jahre | +23,18% | ||
| 5 Jahre | +99,59% | ||
| 10 Jahre | +131,27% | ||
| seit Beginn | +75,88% | ||
| Jahr | |||
| 2023 | +13,98% | ||
| 2022 | -18,24% | ||
| 2021 | +17,53% | ||
| 2020 | +45,37% | ||
| 2019 | +31,28% | ||
| 2018 | -12,02% | ||
| 2017 | +15,96% | ||
| 2016 | -1,37% | ||
| 2015 | +7,07% | ||
