Swisscanto (LU) Equity Fund Systematic Responsible Selection International AT EUR/  LU0644935669  /

Fonds
NAV15/05/2024 Chg.+2.3900 Type de rendement Focus sur l'investissement Société de fonds
373.4100EUR +0.64% reinvestment Equity Worldwide Swisscanto AM Int. 
 

Performance mensuelle

  janv. févr. mars avr. mai juin juil. août sept. oct. nov. déc. Total
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 - - - - - - - -

Valeurs calculées

  CAD 6 Mois 1 An 3 Ans 5 Ans
Volatilité 9.34% 9.10% 9.86% 13.09% 17.21%
Ratio de Sharpe 3.89 3.85 2.31 0.68 0.45
Le meilleur mois +4.44% +5.27% +5.27% +9.60% +10.93%
Le plus défavorable mois -3.20% -3.20% -3.20% -7.59% -14.39%
Perte maximale -3.52% -3.52% -6.60% -12.94% -35.59%
Surperformance +2.81% - +1.69% +1.43% -0.30%
 
Toutes les cotations dans EUR

Tranches

Nom   Type de rendement Prix de rachat 1 An 3 Ans
Swisscanto(LU)Eq.Fd.Syste.R.S.In... reinvestment 255.5300 +28.00% +48.08%
Swisscanto (LU) Equity Fund Syst... reinvestment 331.0800 +29.03% +32.29%
Swisscanto (LU) Equity Fund Syst... reinvestment 252.5100 +29.23% +32.89%
Swisscanto(LU)Eq.Fd.Syste.R.S.In... reinvestment 126.0900 +27.82% -
Swisscanto (LU) Equity Fund Syst... reinvestment 373.4100 +26.56% +43.12%
Swisscanto (LU) Equity Fund Syst... reinvestment 271.8700 +27.76% +28.43%

Performance

CAD  
+13.20%
6 Mois  
+17.67%
1 An  
+26.56%
3 Ans  
+43.12%
5 Ans  
+72.62%
10 ans  
+165.24%
Depuis le début  
+273.41%
Année
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%