Swisscanto(LU)Eq.Fd.Sust.Gl.Water CT/ LU1663805536 /
NAV20.06.2024 | Diff.-1,4400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
184,4300EUR | -0,77% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | - | - | - | - | - | - | 3,28 | -0,48 | 0,96 | - |
2018 | -1,52 | -3,12 | -1,76 | 0,26 | 2,60 | -0,64 | 3,62 | 0,87 | -0,89 | -6,11 | 2,44 | -8,17 | -12,36% |
2019 | 8,10 | 4,58 | 2,45 | 3,19 | -3,85 | 5,30 | 1,07 | 0,42 | 2,88 | 0,32 | 3,10 | 2,51 | +33,95% |
2020 | 2,36 | -7,30 | -12,80 | 9,76 | 4,41 | 0,76 | 1,45 | 1,82 | 2,00 | 1,35 | 5,85 | 2,37 | +10,55% |
2021 | 1,80 | 2,05 | 6,27 | 3,21 | 0,40 | 3,73 | 5,75 | 4,43 | -4,70 | 5,56 | 1,09 | 4,74 | +39,60% |
2022 | -10,40 | -4,78 | 1,93 | -1,48 | -2,11 | -5,39 | 12,91 | -2,65 | -6,43 | 6,20 | 2,42 | -6,87 | -17,34% |
2023 | 4,21 | 0,69 | -1,27 | -2,33 | 0,30 | 4,06 | 1,51 | -1,79 | -4,40 | -5,07 | 7,77 | 6,28 | +9,44% |
2024 | -0,55 | 7,00 | 4,02 | -2,44 | 1,41 | -0,80 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 10,74% | 10,55% | 11,08% | 14,50% | 18,06% |
Sharpe Ratio | 1,47 | 1,76 | 0,92 | 0,13 | 0,40 |
Bester Monat | +7,00% | +7,00% | +7,77% | +12,91% | +12,91% |
Schlechtester Monat | -2,44% | -2,44% | -5,07% | -10,40% | -12,80% |
Maximaler Verlust | -5,59% | -5,59% | -12,09% | -24,31% | -33,97% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 302,3800 | +14,17% | +18,34% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 109,2000 | +11,05% | - | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 346,6500 | +14,00% | +17,81% | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 213,6300 | +13,75% | +17,04% | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 184,4300 | +13,94% | +17,64% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 307,1000 | +12,93% | +14,54% | |
Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | ausschüttend | 180,5800 | +12,93% | +14,54% |
Performance
lfd. Jahr | +8,64% | ||
---|---|---|---|
6 Monate | +10,53% | ||
1 Jahr | +13,94% | ||
3 Jahre | +17,64% | ||
5 Jahre | +67,72% | ||
10 Jahre | - | ||
seit Beginn | +84,43% | ||
Jahr | |||
2023 | +9,44% | ||
2022 | -17,34% | ||
2021 | +39,60% | ||
2020 | +10,55% | ||
2019 | +33,95% | ||
2018 | -12,36% |