Swisscanto(LU)Eq.Fd.Sust.Gl.Water DT/ LU1495641794 /
NAV23.05.2024 | Diff.-2,5400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
355,6200EUR | -0,71% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | -0,43 | - |
2017 | 0,78 | 2,51 | 1,22 | 0,80 | -0,22 | -0,93 | -1,27 | 0,17 | 2,95 | 3,28 | -0,47 | 0,97 | +10,11% |
2018 | -1,52 | -3,11 | -1,76 | 0,26 | 2,60 | -0,63 | 3,61 | 0,88 | -0,89 | -6,11 | 2,44 | -8,17 | -12,32% |
2019 | 8,10 | 4,58 | 2,45 | 3,18 | -3,85 | 5,31 | 1,07 | 0,43 | 2,89 | 0,33 | 3,11 | 2,52 | +34,02% |
2020 | 2,36 | -7,30 | -12,80 | 9,77 | 4,41 | 0,77 | 1,46 | 1,82 | 2,01 | 1,35 | 5,86 | 2,37 | +10,60% |
2021 | 1,80 | 2,06 | 6,28 | 3,21 | 0,41 | 3,73 | 5,76 | 4,44 | -4,69 | 5,56 | 1,10 | 4,74 | +39,67% |
2022 | -10,40 | -4,77 | 1,94 | -1,48 | -2,10 | -5,39 | 12,91 | -2,65 | -6,43 | 6,21 | 2,42 | -6,86 | -17,29% |
2023 | 4,21 | 0,70 | -1,27 | -2,32 | 0,31 | 4,06 | 1,51 | -1,78 | -4,40 | -5,07 | 7,78 | 6,29 | +9,49% |
2024 | -0,54 | 6,99 | 4,03 | -2,43 | 3,21 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 10,40% | 10,21% | 11,12% | 14,42% | 18,02% |
Sharpe Ratio | 2,73 | 4,00 | 1,38 | 0,25 | 0,49 |
Bester Monat | +6,99% | +7,78% | +7,78% | +12,91% | +12,91% |
Schlechtester Monat | -2,43% | -2,43% | -5,07% | -10,40% | -12,80% |
Maximaler Verlust | -3,79% | -3,79% | -12,07% | -24,29% | -33,96% |
Outperformance | +1,71% | - | -0,24% | +13,08% | - |
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 | +11,48% | ||
---|---|---|---|
6 Monate | +19,99% | ||
1 Jahr | +19,18% | ||
3 Jahre | +24,12% | ||
5 Jahre | +81,85% | ||
10 Jahre | - | ||
seit Beginn | +100,15% | ||
Jahr | |||
2023 | +9,49% | ||
2022 | -17,29% | ||
2021 | +39,67% | ||
2020 | +10,60% | ||
2019 | +34,02% | ||
2018 | -12,32% | ||
2017 | +10,11% |