Swisscanto(LU)Eq.Fd.Sust.Gl.Water CT/ LU1663805536 /
NAV23.05.2024 | Diff.-1,3600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
189,2000EUR | -0,71% | 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 | 3,20 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 10,41% | 10,22% | 11,13% | 14,42% | 18,02% |
Sharpe Ratio | 2,72 | 3,99 | 1,37 | 0,25 | 0,49 |
Bester Monat | +7,00% | +7,77% | +7,77% | +12,91% | +12,91% |
Schlechtester Monat | -2,44% | -2,44% | -5,07% | -10,40% | -12,80% |
Maximaler Verlust | -3,79% | -3,79% | -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 | 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 | +11,45% | ||
---|---|---|---|
6 Monate | +19,95% | ||
1 Jahr | +19,11% | ||
3 Jahre | +23,93% | ||
5 Jahre | +81,38% | ||
10 Jahre | - | ||
seit Beginn | +89,20% | ||
Jahr | |||
2023 | +9,44% | ||
2022 | -17,34% | ||
2021 | +39,60% | ||
2020 | +10,55% | ||
2019 | +33,95% | ||
2018 | -12,36% |