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Swisscanto (LU) Equity Fund Sustainable AT/  LU0136171559  /

Fonds
NAV2024-05-08 Chg.+0.5900 Type of yield Investment Focus Investment company
312.0200EUR +0.19% reinvestment Equity Worldwide Swisscanto AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2002 -1.56 -1.07 3.42 -5.16 -3.27 -12.30 -8.32 -1.92 -9.61 4.01 4.43 -10.74 -36.14%
2003 -5.72 -2.08 1.49 2.54 -2.80 3.51 4.18 6.69 -4.22 6.27 -1.52 0.26 +7.97%
2004 3.71 1.32 0.27 2.15 0.08 2.69 -3.52 -0.44 -0.75 1.17 2.38 2.57 +12.02%
2005 2.61 3.41 0.41 -2.56 4.53 3.61 3.14 1.28 6.69 -2.74 4.17 2.35 +29.94%
2006 5.88 4.63 0.51 2.43 -6.69 -0.86 -0.95 2.75 1.21 2.22 -0.50 3.92 +14.86%
2007 4.97 -1.06 3.09 5.30 2.22 0.48 -1.44 -0.58 1.06 2.71 -5.97 0.70 +11.50%
2008 -13.59 0.02 -3.61 5.30 2.10 -7.42 -1.88 4.05 -10.87 -16.85 -8.66 -3.13 -44.50%
2009 -2.06 -10.73 2.84 12.86 4.68 -0.49 7.14 1.05 3.93 -4.63 3.56 6.85 +25.52%
2010 -3.35 -1.59 7.21 0.70 -3.60 0.80 1.33 -3.16 0.21 1.39 0.10 4.46 +4.02%
2011 -0.77 1.54 0.61 1.37 0.03 -3.75 -3.29 -6.30 -5.55 2.85 -1.17 3.31 -11.08%
2012 3.09 1.69 1.26 -0.70 -2.78 0.57 2.81 -0.13 0.38 -0.24 0.71 0.18 +6.93%
2013 3.52 4.29 4.09 -0.21 2.51 -2.61 2.02 -1.69 2.53 3.33 2.25 2.04 +24.10%
2014 -1.47 3.02 -0.76 -1.65 3.31 1.39 -1.46 3.23 0.42 0.85 1.10 1.12 +9.31%
2015 5.68 7.52 3.86 -3.28 3.59 -3.82 1.49 -8.97 -4.20 8.40 4.38 -3.37 +10.05%
2016 -7.01 -1.11 0.47 0.38 4.35 -1.65 4.79 -0.45 -0.39 -0.45 4.05 2.06 +4.55%
2017 1.03 5.11 0.28 0.61 0.66 -0.67 -1.34 -0.46 3.63 3.22 -0.79 -0.13 +11.49%
2018 1.29 -2.38 -3.42 1.02 4.25 -1.08 2.83 3.99 -0.70 -4.88 3.09 -9.33 -6.08%
2019 8.15 4.97 1.31 3.47 -5.58 3.54 2.92 -0.88 1.93 0.55 3.51 1.48 +27.78%
2020 0.81 -5.89 -11.94 11.30 6.64 1.34 1.07 5.03 -0.53 0.49 8.16 2.20 +17.84%
2021 1.84 2.69 6.67 1.15 -0.66 4.89 2.39 4.28 -2.42 7.52 0.33 2.49 +35.45%
2022 -7.35 -2.49 3.71 -5.85 -0.88 -7.63 11.58 -4.52 -6.28 4.54 4.25 -8.16 -19.30%
2023 6.04 0.31 0.18 -0.84 4.07 2.11 1.49 -0.72 -2.50 -3.76 5.81 3.74 +16.54%
2024 2.89 5.52 4.17 -1.86 2.46 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.23% 10.49% 11.28% 15.30% 18.34%
Sharpe ratio 3.64 4.02 1.85 0.34 0.52
Best month +5.52% +5.81% +5.81% +11.58% +11.58%
Worst month -1.86% -1.86% -3.76% -8.16% -11.94%
Maximum loss -4.29% -4.29% -8.38% -22.11% -31.60%
Outperformance +13.17% - +13.00% +21.22% +24.88%
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto(LU)Equity Fd.Sustaina... reinvestment 170.2600 +26.08% +33.67%
Swisscanto (LU) Equity Fund Sust... reinvestment 121.9100 - -
Swisscanto (LU) Equity Fund Sust... reinvestment 126.4400 +27.16% -
Swisscanto (LU) Equity Fund Sust... paying dividend 301.4600 +24.74% +29.40%
Swisscanto (LU) Equity Fund Sust... reinvestment 312.0200 +24.72% +29.38%

Performance

YTD  
+13.73%
6 Months  
+20.63%
1 Year  
+24.72%
3 Years  
+29.38%
5 Years  
+87.23%
10 Years  
+191.14%
Since start  
+217.29%
Year
2023  
+16.54%
2022
  -19.30%
2021  
+35.45%
2020  
+17.84%
2019  
+27.78%
2018
  -6.08%
2017  
+11.49%
2016  
+4.55%
2015  
+10.05%