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 | Mrz | 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% |