Swisscanto(LU)Eq.Fd.Sust.Gl.Water CT/ LU1663805536 /
| NAV29.05.2024 | Diff.-1.6800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 184.7700EUR | -0.90% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | 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 | 0.79 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.67% | 10.54% | 11.10% | 14.46% | 18.03% |
| Sharpe Ratio | 1.82 | 3.20 | 1.20 | 0.18 | 0.46 |
| 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 | -4.25% | -4.25% | -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 | 302.9100 | +17.27% | +20.87% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 113.1600 | +19.24% | - | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 347.2900 | +17.10% | +20.33% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 214.0500 | +16.85% | +19.55% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 184.7700 | +17.04% | +20.14% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 307.8300 | +16.00% | +16.98% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | ausschüttend | 181.0100 | +16.00% | +16.98% |
Performance
| lfd. Jahr | +8.84% | ||
|---|---|---|---|
| 6 Monate | +17.11% | ||
| 1 Jahr | +17.04% | ||
| 3 Jahre | +20.14% | ||
| 5 Jahre | +77.36% | ||
| 10 Jahre | - | ||
| seit Beginn | +84.77% | ||
| Jahr | |||
| 2023 | +9.44% | ||
| 2022 | -17.34% | ||
| 2021 | +39.60% | ||
| 2020 | +10.55% | ||
| 2019 | +33.95% | ||
| 2018 | -12.36% | ||
