Swisscanto (LU) Equity Fund Systematic Responsible Selection International AT EUR/ LU0644935669 /
NAV15.05.2024 | Diff.+2.3900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
373.4100EUR | +0.64% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2011 | - | - | - | - | - | - | - | -6.02 | -2.13 | 6.72 | 1.46 | 4.91 | - |
2012 | 3.52 | 1.72 | 1.85 | 0.49 | -1.24 | 0.79 | 5.04 | -0.58 | 0.76 | -1.11 | 0.59 | -2.25 | +9.77% |
2013 | 4.29 | 4.43 | 4.41 | 0.13 | 1.88 | -2.35 | 3.65 | -2.76 | 2.18 | 2.68 | 1.41 | 1.01 | +22.70% |
2014 | -0.99 | 1.98 | 0.53 | 0.03 | 4.08 | 2.31 | 1.37 | 2.92 | 1.45 | 0.72 | 3.16 | 1.06 | +20.16% |
2015 | 6.40 | 5.74 | 3.43 | -0.73 | 2.69 | -4.02 | 1.67 | -8.52 | -3.21 | 10.16 | 3.96 | -3.80 | +12.92% |
2016 | -6.19 | -1.98 | 1.77 | 0.15 | 3.05 | -1.22 | 3.14 | -0.55 | -0.24 | 1.01 | 4.82 | 3.64 | +7.12% |
2017 | -0.82 | 4.13 | 0.48 | -1.22 | -1.85 | -0.72 | -0.80 | -0.20 | 3.03 | 3.81 | 0.64 | 0.78 | +7.27% |
2018 | 1.45 | -1.83 | -4.06 | 3.54 | 3.10 | -0.78 | 1.78 | 1.22 | 0.99 | -5.02 | 0.51 | -8.29 | -7.81% |
2019 | 6.49 | 3.03 | 1.04 | 2.21 | -5.46 | 3.87 | 2.17 | -2.60 | 3.85 | -0.67 | 3.56 | 0.44 | +18.81% |
2020 | -0.01 | -8.58 | -14.39 | 10.93 | 2.60 | 2.05 | -0.51 | 4.42 | -1.78 | -2.67 | 7.84 | 1.17 | -1.51% |
2021 | 0.90 | 1.41 | 7.91 | 0.95 | 1.20 | 3.75 | 1.53 | 3.42 | -2.54 | 5.23 | 1.44 | 4.72 | +33.88% |
2022 | -2.72 | -3.16 | 3.37 | -1.30 | -0.23 | -6.30 | 9.60 | -2.60 | -5.49 | 7.52 | 2.41 | -7.59 | -7.76% |
2023 | 3.91 | 0.74 | -1.49 | -0.01 | 1.74 | 3.94 | 1.72 | 0.16 | -1.20 | -2.27 | 5.27 | 2.66 | +15.92% |
2024 | 3.64 | 4.05 | 4.44 | -3.20 | 3.82 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9.34% | 9.10% | 9.86% | 13.09% | 17.21% |
Sharpe Ratio | 3.89 | 3.85 | 2.31 | 0.68 | 0.45 |
Bester Monat | +4.44% | +5.27% | +5.27% | +9.60% | +10.93% |
Schlechtester Monat | -3.20% | -3.20% | -3.20% | -7.59% | -14.39% |
Maximaler Verlust | -3.52% | -3.52% | -6.60% | -12.94% | -35.59% |
Outperformance | +2.81% | - | +1.69% | +1.43% | -0.30% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 255.5300 | +28.00% | +48.08% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 331.0800 | +29.03% | +32.29% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 252.5100 | +29.23% | +32.89% | |
Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 126.0900 | +27.82% | - | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 373.4100 | +26.56% | +43.12% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 271.8700 | +27.76% | +28.43% |
Performance
lfd. Jahr | +13.20% | ||
---|---|---|---|
6 Monate | +17.67% | ||
1 Jahr | +26.56% | ||
3 Jahre | +43.12% | ||
5 Jahre | +72.62% | ||
10 Jahre | +165.24% | ||
seit Beginn | +273.41% | ||
Jahr | |||
2023 | +15.92% | ||
2022 | -7.76% | ||
2021 | +33.88% | ||
2020 | -1.51% | ||
2019 | +18.81% | ||
2018 | -7.81% | ||
2017 | +7.27% | ||
2016 | +7.12% | ||
2015 | +12.92% |