Swisscanto (LU) Equity Fund Sustainable Emerging Markets GT/ LU0866273294 /
| NAV23.05.2024 | Diff.-0.3900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 142.1500USD | -0.27% | thesaurierend | Aktien Emerging Markets | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | 2.39 | -1.61 | -2.93 | - |
| 2015 | -0.68 | 3.30 | -1.25 | 4.26 | -1.82 | -3.68 | -4.74 | -9.43 | -1.06 | 7.26 | -2.05 | -3.22 | -13.30% |
| 2016 | -7.94 | 0.11 | 8.99 | 0.80 | -2.36 | 4.25 | 4.10 | 0.49 | 1.49 | -1.33 | -4.26 | 0.18 | +3.55% |
| 2017 | 5.47 | 0.67 | 2.76 | 2.18 | 2.57 | 0.61 | 4.67 | 3.04 | 0.60 | 1.12 | 2.11 | 2.72 | +32.40% |
| 2018 | 5.45 | -3.45 | -2.26 | -2.64 | -2.89 | -4.09 | 2.72 | -3.15 | -1.95 | -8.61 | 3.26 | -2.78 | -19.25% |
| 2019 | 9.66 | 0.69 | -0.21 | 2.04 | -6.66 | 5.81 | 1.09 | -3.87 | 1.27 | 5.00 | -0.19 | 6.77 | +22.26% |
| 2020 | -2.44 | -4.77 | -18.30 | 7.59 | 0.79 | 9.03 | 10.15 | 2.43 | 0.25 | 2.69 | 8.76 | 10.94 | +25.76% |
| 2021 | 2.37 | 1.02 | -3.26 | 1.79 | 1.45 | 0.32 | -4.91 | -0.43 | -4.98 | 1.14 | -3.49 | 1.78 | -7.37% |
| 2022 | -2.83 | -3.85 | -0.34 | -7.08 | 0.65 | -5.95 | 0.72 | -0.74 | -10.40 | 0.12 | 12.39 | -1.86 | -18.98% |
| 2023 | 9.39 | -6.28 | 3.12 | -1.81 | -0.50 | 4.54 | 4.48 | -5.55 | -2.58 | -4.55 | 6.91 | 4.66 | +10.86% |
| 2024 | -3.96 | 4.82 | 1.54 | 0.16 | 5.45 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.97% | 12.62% | 12.98% | 15.77% | 17.97% |
| Sharpe Ratio | 1.38 | 1.78 | 0.82 | -0.49 | 0.12 |
| Bester Monat | +5.45% | +6.91% | +6.91% | +12.39% | +12.39% |
| Schlechtester Monat | -3.96% | -3.96% | -5.55% | -10.40% | -18.30% |
| Maximaler Verlust | -5.63% | -6.60% | -12.23% | -36.34% | -41.11% |
| Outperformance | -17.14% | - | -10.93% | -2.94% | -24.16% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 138.6700 | +15.41% | -9.05% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 142.1500 | +14.49% | -11.20% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 113'698.3906 | +15.41% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 177.5800 | +14.32% | -11.59% | |
| Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 134.8700 | +13.96% | -12.43% | |
| Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 115.6200 | +15.37% | -9.16% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 156.1200 | +13.08% | -14.43% |
Performance
| lfd. Jahr | +7.96% | ||
|---|---|---|---|
| 6 Monate | +12.28% | ||
| 1 Jahr | +14.49% | ||
| 3 Jahre | -11.20% | ||
| 5 Jahre | +34.10% | ||
| 10 Jahre | - | ||
| seit Beginn | +26.77% | ||
| Jahr | |||
| 2023 | +10.86% | ||
| 2022 | -18.98% | ||
| 2021 | -7.37% | ||
| 2020 | +25.76% | ||
| 2019 | +22.26% | ||
| 2018 | -19.25% | ||
| 2017 | +32.40% | ||
| 2016 | +3.55% | ||
| 2015 | -13.30% | ||
