Swisscanto (LU) Equity Fund Sustainable Emerging Markets GT/ LU0866273294 /
NAV19.09.2024 | Diff.+2,4400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
146,5400USD | +1,69% | thesaurierend | Aktien Emerging Markets | Swisscanto AM Int. ▶ |
Monatliche Performance
Jän | 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 | 1,63 | 4,87 | -0,63 | 2,02 | 0,60 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 14,16% | 14,89% | 13,79% | 15,90% | 18,10% |
Sharpe Ratio | 0,90 | 1,19 | 0,95 | -0,27 | 0,09 |
Bester Monat | +4,87% | +4,87% | +6,91% | +12,39% | +12,39% |
Schlechtester Monat | -3,96% | -0,63% | -4,55% | -10,40% | -18,30% |
Maximaler Verlust | -10,50% | -10,50% | -10,50% | -31,54% | -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 | 143,3200 | +17,56% | -0,35% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 146,5400 | +16,63% | -2,70% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 106,3300 | - | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 117.514,4531 | +17,56% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 182,9700 | +16,45% | -3,13% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 160,2900 | +15,19% | -6,24% | |
Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 138,8200 | +16,07% | -4,04% | |
Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 119,4900 | +17,52% | -0,47% |
Performance
lfd. Jahr | +11,29% | ||
---|---|---|---|
6 Monate | +10,13% | ||
1 Jahr | +16,63% | ||
3 Jahre | -2,70% | ||
5 Jahre | +28,63% | ||
10 Jahre | +30,77% | ||
seit Beginn | +30,69% | ||
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% |