Swisscanto(LU)Eq.Fd.Sust.Gl.Water BT/ LU0999463937 /
| NAV23.05.2024 | Diff.-1.5700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 219.1900EUR | -0.71% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | 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 | 3.19 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.40% | 10.21% | 11.12% | 14.42% | 18.02% |
| Sharpe Ratio | 2.70 | 3.97 | 1.36 | 0.24 | 0.48 |
| Bester Monat | +6.98% | +7.76% | +7.76% | +12.89% | +12.89% |
| Schlechtester Monat | -2.45% | -2.45% | -5.09% | -10.41% | -12.81% |
| Maximaler Verlust | -3.80% | -3.80% | -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 | 310.1600 | +19.35% | +24.67% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 116.0700 | +21.51% | - | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 355.6200 | +19.18% | +24.12% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 219.1900 | +18.92% | +23.31% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 189.2000 | +19.11% | +23.93% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 315.2600 | +18.06% | +20.67% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | ausschüttend | 185.3800 | +18.06% | +20.67% |
Performance
| lfd. Jahr | +11.38% | ||
|---|---|---|---|
| 6 Monate | +19.85% | ||
| 1 Jahr | +18.92% | ||
| 3 Jahre | +23.31% | ||
| 5 Jahre | +79.86% | ||
| 10 Jahre | - | ||
| seit Beginn | +96.87% | ||
| Jahr | |||
| 2023 | +9.25% | ||
| 2022 | -17.47% | ||
| 2021 | +39.37% | ||
| 2020 | +10.36% | ||
| 2019 | +33.73% | ||
| 2018 | -12.51% | ||
| 2017 | +9.86% | ||
