Swisscanto (LU) Equity Fund Systematic Responsible USA GT/ LU0866302226 /
| NAV21.05.2024 | Diff.+1,0900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 358,0400USD | +0,31% | ausschüttend | Aktien Branchenmix | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | 3,32 | 1,00 | 2,24 | -1,26 | 5,06 | -2,69 | 3,75 | 4,75 | 2,72 | 3,21 | - |
| 2014 | -4,19 | 4,91 | 1,14 | 0,51 | 1,55 | 2,50 | -1,93 | 3,82 | -2,82 | 2,08 | 2,16 | -0,45 | +9,25% |
| 2015 | -3,04 | 5,80 | -1,40 | 0,25 | 1,81 | -1,94 | 1,63 | -5,78 | -2,68 | 8,30 | -0,32 | -1,95 | -0,14% |
| 2016 | -5,00 | -0,04 | 6,61 | -0,15 | 1,40 | -0,19 | 3,23 | -0,06 | 0,33 | -1,50 | 2,88 | 2,60 | +10,11% |
| 2017 | 1,09 | 3,44 | 0,04 | 0,76 | 1,34 | 0,68 | 2,26 | 0,19 | 2,90 | 3,02 | 2,80 | 1,67 | +22,07% |
| 2018 | 5,15 | -3,14 | -2,30 | 0,68 | 1,27 | 0,11 | 2,82 | 2,87 | -0,37 | -7,85 | 2,00 | -9,44 | -8,89% |
| 2019 | 7,73 | 3,25 | 1,06 | 3,06 | -5,75 | 6,96 | 1,50 | -1,75 | 1,56 | 1,34 | 3,19 | 3,37 | +27,86% |
| 2020 | -0,60 | -8,14 | -12,98 | 13,42 | 5,57 | 2,78 | 5,21 | 6,45 | -4,25 | -2,41 | 9,79 | 3,74 | +16,55% |
| 2021 | -0,17 | 2,27 | 4,48 | 4,67 | 1,34 | 2,01 | 2,16 | 3,39 | -5,50 | 7,06 | -0,39 | 4,50 | +28,39% |
| 2022 | -5,47 | -2,37 | 2,85 | -8,36 | 0,87 | -8,81 | 9,51 | -4,19 | -9,09 | 8,31 | 5,81 | -6,20 | -17,95% |
| 2023 | 6,47 | -2,56 | 2,96 | 0,55 | 0,03 | 6,42 | 3,13 | -0,88 | -5,03 | -2,63 | 8,90 | 5,14 | +23,73% |
| 2024 | 2,16 | 4,54 | 3,68 | -4,93 | 5,38 | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,37% | 10,81% | 11,99% | 17,52% | 21,15% |
| Sharpe Ratio | 2,39 | 3,27 | 1,94 | 0,29 | 0,47 |
| Bester Monat | +5,38% | +8,90% | +8,90% | +9,51% | +13,42% |
| Schlechtester Monat | -4,93% | -4,93% | -5,03% | -9,09% | -12,98% |
| Maximaler Verlust | -5,64% | -5,64% | -9,93% | -24,21% | -35,07% |
| Outperformance | +0,38% | - | -1,65% | +9,54% | +16,40% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Syst... | ausschüttend | 358,0400 | +27,05% | +29,10% | |
| Swisscanto(LU)Equ.Fund Syst.R.US... | thesaurierend | 203,7800 | +27,68% | +31,06% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 132.086,5156 | +27,68% | - | |
| Swisscanto(LU)Equ.Fund Syst.R.US... | ausschüttend | 517,8100 | +26,91% | +28,70% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 449,4800 | +26,11% | +26,26% | |
| Swisscanto (LU) Equity Fund Syst... | ausschüttend | 485,6500 | +26,11% | +26,26% |
Performance
| lfd. Jahr | +10,93% | ||
|---|---|---|---|
| 6 Monate | +17,81% | ||
| 1 Jahr | +27,05% | ||
| 3 Jahre | +29,10% | ||
| 5 Jahre | +89,90% | ||
| 10 Jahre | +181,88% | ||
| seit Beginn | +257,90% | ||
| Jahr | |||
| 2023 | +23,73% | ||
| 2022 | -17,95% | ||
| 2021 | +28,39% | ||
| 2020 | +16,55% | ||
| 2019 | +27,86% | ||
| 2018 | -8,89% | ||
| 2017 | +22,07% | ||
| 2016 | +10,11% | ||
| 2015 | -0,14% | ||
