Swisscanto(LU)Eq.Fd.Syste.R.S.Int.DT EUR/ LU1495641448 /
| NAV23.09.2024 | Diff.+0.3500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 131.7100EUR | +0.27% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 3.73 | - |
| 2017 | -0.73 | 4.21 | 0.57 | -1.14 | -1.76 | -0.63 | -0.70 | -0.11 | 3.13 | 3.91 | 0.72 | 0.87 | +8.44% |
| 2018 | 1.54 | -1.74 | -3.97 | 3.63 | 3.21 | -0.69 | 1.87 | 1.31 | 1.07 | -4.94 | 0.59 | -8.21 | -6.84% |
| 2019 | 6.58 | 3.11 | 1.13 | 2.30 | -5.38 | 3.95 | 2.27 | -2.52 | 3.93 | -0.58 | 3.64 | 0.53 | +19.99% |
| 2020 | 0.07 | -8.50 | -14.32 | 11.02 | 2.69 | 2.14 | -0.43 | 4.51 | -1.71 | -2.59 | 7.93 | 1.25 | -0.53% |
| 2021 | 0.99 | 1.50 | 8.01 | 1.03 | 2.10 | - | - | - | - | - | - | - | - |
| 2022 | - | - | - | - | - | - | - | - | - | -65.74 | 2.50 | -7.52 | - |
| 2023 | 4.01 | 0.81 | -1.41 | 0.06 | 1.84 | 4.03 | 1.81 | 0.25 | -1.12 | -2.18 | 5.35 | 2.74 | +17.08% |
| 2024 | 3.73 | 4.13 | 4.53 | -3.12 | 2.98 | 3.15 | 1.84 | 0.28 | 0.01 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.72% | 12.81% | 11.45% | 36.26% | 32.67% |
| Sharpe Ratio | 1.98 | 0.74 | 1.85 | - | -0.47 |
| Bester Monat | +4.53% | +4.53% | +5.35% | - | +11.02% |
| Schlechtester Monat | -3.12% | -3.12% | -3.12% | - | -65.74% |
| Maximaler Verlust | -8.80% | -8.80% | -8.80% | -8.80% | -67.69% |
| Outperformance | +4.88% | - | +4.64% | +8.60% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 267.0600 | +24.65% | +43.78% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 332.2900 | +21.59% | +24.67% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 253.5600 | +21.78% | +25.23% | |
| Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 131.7100 | +24.45% | - | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 271.8900 | +20.40% | +21.02% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 388.6800 | +23.24% | +38.96% |
Performance
| lfd. Jahr | +18.68% | ||
|---|---|---|---|
| 6 Monate | +6.23% | ||
| 1 Jahr | +24.45% | ||
| 3 Jahre | - | ||
| 5 Jahre | -46.67% | ||
| 10 Jahre | - | ||
| seit Beginn | -35.54% | ||
| Jahr | |||
| 2023 | +17.08% | ||
| 2020 | -0.53% | ||
| 2019 | +19.99% | ||
| 2018 | -6.84% | ||
| 2017 | +8.44% | ||
