Swisscanto(LU)Eq.Fd.Sust.Gl.Water BT/ LU0999463937 /
NAV13.06.2024 | Diff.+0,7600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
215,3900EUR | +0,35% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | -0,44 | - |
2017 | 0,76 | 2,49 | 1,20 | 0,78 | -0,24 | -0,95 | -1,30 | 0,15 | 2,94 | 3,26 | -0,48 | 0,95 | +9,86% |
2018 | -1,54 | -3,13 | -1,77 | 0,25 | 2,58 | -0,65 | 3,60 | 0,86 | -0,91 | -6,12 | 2,42 | -8,18 | -12,51% |
2019 | 8,08 | 4,57 | 2,43 | 3,16 | -3,86 | 5,29 | 1,04 | 0,41 | 2,87 | 0,31 | 3,09 | 2,50 | +33,73% |
2020 | 2,34 | -7,31 | -12,81 | 9,75 | 4,40 | 0,74 | 1,44 | 1,80 | 1,99 | 1,33 | 5,83 | 2,35 | +10,36% |
2021 | 1,79 | 2,04 | 6,26 | 3,19 | 0,39 | 3,71 | 5,74 | 4,42 | -4,71 | 5,54 | 1,08 | 4,72 | +39,37% |
2022 | -10,41 | -4,79 | 1,92 | -1,50 | -2,12 | -5,41 | 12,89 | -2,67 | -6,44 | 6,19 | 2,40 | -6,88 | -17,47% |
2023 | 4,19 | 0,68 | -1,29 | -2,34 | 0,29 | 4,05 | 1,49 | -1,80 | -4,42 | -5,09 | 7,76 | 6,26 | +9,25% |
2024 | -0,56 | 6,98 | 4,01 | -2,45 | 1,39 | 0,01 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 10,84% | 10,61% | 11,07% | 14,51% | 18,06% |
Sharpe Ratio | 1,72 | 1,83 | 0,87 | 0,16 | 0,41 |
Bester Monat | +6,98% | +6,98% | +7,76% | +12,89% | +12,89% |
Schlechtester Monat | -2,45% | -2,45% | -5,09% | -10,41% | -12,81% |
Maximaler Verlust | -5,60% | -5,60% | -12,12% | -24,37% | -33,98% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 304,8500 | +13,81% | +20,58% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 111,0900 | +11,92% | - | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 349,5000 | +13,65% | +20,04% | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 215,3900 | +13,40% | +19,26% | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 185,9400 | +13,59% | +19,85% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 309,6700 | +12,58% | +16,70% | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | ausschüttend | 182,0900 | +12,58% | +16,69% |
Performance
lfd. Jahr | +9,45% | ||
---|---|---|---|
6 Monate | +10,95% | ||
1 Jahr | +13,40% | ||
3 Jahre | +19,26% | ||
5 Jahre | +69,99% | ||
10 Jahre | - | ||
seit Beginn | +93,45% | ||
Jahr | |||
2023 | +9,25% | ||
2022 | -17,47% | ||
2021 | +39,37% | ||
2020 | +10,36% | ||
2019 | +33,73% | ||
2018 | -12,51% | ||
2017 | +9,86% |