Swisscanto (LU) Equity Fund Sustainable Climate GT/ LU0866303620 /
NAV20.09.2024 | Diff.-1,6900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
259,3100EUR | -0,65% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | - | - | - | - | - | - | - | - | - | - | - | 1,93 | - |
2014 | 0,36 | 4,77 | -0,71 | -2,61 | 2,62 | 1,55 | -3,66 | 3,32 | -2,57 | -3,44 | -1,78 | -0,94 | -3,47% |
2015 | 6,62 | 8,27 | 3,88 | -1,58 | 2,44 | -5,70 | -0,02 | -10,03 | -4,16 | 7,09 | 3,58 | -1,42 | +7,46% |
2016 | -7,94 | -0,60 | -0,20 | 1,80 | 1,30 | -1,47 | 4,41 | 0,04 | 0,73 | -1,76 | 2,22 | 0,93 | -1,06% |
2017 | 1,57 | 4,42 | 2,01 | 0,09 | 0,96 | -0,03 | -1,67 | 1,51 | 3,43 | 5,51 | -2,85 | 0,40 | +16,13% |
2018 | -0,87 | -2,05 | -2,93 | 0,74 | 4,61 | -3,12 | 2,25 | 2,32 | -0,78 | -5,74 | 3,30 | -9,40 | -11,88% |
2019 | 10,24 | 5,65 | 1,41 | 3,97 | -7,49 | 4,93 | 2,21 | -0,98 | 2,66 | -0,43 | 4,06 | 2,44 | +31,47% |
2020 | 0,36 | -3,39 | -15,10 | 12,70 | 6,66 | 2,92 | 4,71 | 8,05 | 2,71 | 3,47 | 10,80 | 7,29 | +45,58% |
2021 | 0,80 | -1,06 | 3,66 | -0,55 | -2,99 | 5,86 | 2,47 | 4,37 | -4,88 | 10,82 | -0,42 | -0,70 | +17,70% |
2022 | -11,08 | -1,11 | 1,89 | -7,08 | 1,36 | -10,68 | 20,96 | -5,04 | -7,77 | 5,40 | 6,47 | -8,59 | -18,11% |
2023 | 10,11 | 2,65 | -1,75 | -5,62 | 2,76 | 6,84 | 2,02 | -4,58 | -4,55 | -8,54 | 7,46 | 8,64 | +14,15% |
2024 | -1,06 | 7,96 | 4,02 | -0,92 | 3,85 | -2,06 | 1,81 | -2,44 | 1,25 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 16,68% | 17,87% | 16,48% | 20,43% | 21,74% |
Sharpe Ratio | 0,87 | 0,12 | 1,02 | 0,05 | 0,47 |
Bester Monat | +8,64% | +4,02% | +8,64% | +20,96% | +20,96% |
Schlechtester Monat | -2,44% | -2,44% | -8,54% | -11,08% | -15,10% |
Maximaler Verlust | -11,00% | -11,00% | -11,00% | -29,05% | -33,62% |
Outperformance | -5,60% | - | +9,50% | +36,90% | +38,46% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 259,3100 | +20,20% | +13,92% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 114,1900 | +19,67% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 195,3000 | +19,95% | +13,24% | |
Swisscanto (LU) Equity Fund Sust... | ausschüttend | 100,4300 | +18,88% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 111,7700 | +18,59% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 172,9400 | +20,01% | +13,40% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 152,4500 | +18,89% | +10,26% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 235,6400 | +19,75% | +12,67% |
Performance
lfd. Jahr | +12,59% | ||
---|---|---|---|
6 Monate | +2,80% | ||
1 Jahr | +20,20% | ||
3 Jahre | +13,92% | ||
5 Jahre | +90,33% | ||
10 Jahre | +140,75% | ||
seit Beginn | +156,79% | ||
Jahr | |||
2023 | +14,15% | ||
2022 | -18,11% | ||
2021 | +17,70% | ||
2020 | +45,58% | ||
2019 | +31,47% | ||
2018 | -11,88% | ||
2017 | +16,13% | ||
2016 | -1,06% | ||
2015 | +7,46% |