Swisscanto (LU) Equity Fund Sustainable Emerging Markets NT/ LU0866272569 /
| NAV21.05.2024 | Diff.-1,6500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 138,7400USD | -1,18% | thesaurierend | Aktien Emerging Markets | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | -2,32 | 5,91 | -5,83 | 2,51 | -1,52 | -2,81 | - |
| 2015 | -0,59 | 3,38 | -1,16 | 4,36 | -1,73 | -3,58 | -4,64 | -9,35 | -0,97 | 7,37 | -1,95 | -3,12 | -12,31% |
| 2016 | -7,87 | 0,21 | 9,10 | 0,89 | -2,26 | 4,37 | 4,19 | 0,59 | 1,57 | -1,25 | -4,21 | 0,25 | +4,66% |
| 2017 | 5,56 | 0,73 | 2,83 | 2,25 | 2,65 | 0,68 | 4,75 | 3,11 | 0,67 | 1,20 | 2,18 | 2,78 | +33,53% |
| 2018 | 5,54 | -3,39 | -2,19 | -2,58 | -2,82 | -4,03 | 2,80 | -3,08 | -1,89 | -8,50 | 3,32 | -2,70 | -18,52% |
| 2019 | 9,73 | 0,76 | -0,14 | 2,11 | -6,59 | 5,88 | 1,17 | -3,80 | 1,33 | 5,08 | -0,13 | 6,84 | +23,30% |
| 2020 | -2,36 | -4,71 | -18,24 | 7,65 | 0,86 | 9,10 | 10,23 | 2,50 | 0,32 | 2,76 | 8,83 | 11,02 | +26,79% |
| 2021 | 2,43 | 1,09 | -3,19 | 1,85 | 1,52 | 0,39 | -4,84 | -0,36 | -4,92 | 1,21 | -3,43 | 1,84 | -6,63% |
| 2022 | -2,77 | -3,78 | -0,27 | -7,02 | 0,72 | -5,87 | 0,77 | -0,66 | -10,36 | 0,19 | 12,45 | -1,79 | -18,33% |
| 2023 | 9,47 | -6,23 | 3,19 | -1,75 | -0,43 | 4,62 | 4,55 | -5,48 | -2,52 | -4,49 | 6,98 | 4,73 | +11,76% |
| 2024 | -3,90 | 4,88 | 1,60 | 0,24 | 5,55 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,09% | 12,63% | 13,01% | 15,78% | 17,97% |
| Sharpe Ratio | 1,49 | 1,86 | 0,87 | -0,42 | 0,16 |
| Bester Monat | +5,55% | +6,98% | +6,98% | +12,45% | +12,45% |
| Schlechtester Monat | -3,90% | -3,90% | -5,48% | -10,36% | -18,24% |
| Maximaler Verlust | -5,55% | -6,56% | -12,04% | -35,63% | -40,31% |
| Outperformance | -16,60% | - | -9,98% | +0,58% | -17,77% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 138,7400 | +15,03% | -8,28% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 142,2300 | +14,11% | -10,45% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 113.760,2891 | +15,03% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 177,6800 | +13,95% | -10,85% | |
| Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 134,9500 | +13,58% | -11,69% | |
| Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 115,6800 | +14,98% | -8,39% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 156,2200 | +12,71% | -13,72% |
Performance
| lfd. Jahr | +8,36% | ||
|---|---|---|---|
| 6 Monate | +12,71% | ||
| 1 Jahr | +15,03% | ||
| 3 Jahre | -8,28% | ||
| 5 Jahre | +38,46% | ||
| 10 Jahre | +38,74% | ||
| seit Beginn | +38,74% | ||
| Jahr | |||
| 2023 | +11,76% | ||
| 2022 | -18,33% | ||
| 2021 | -6,63% | ||
| 2020 | +26,79% | ||
| 2019 | +23,30% | ||
| 2018 | -18,52% | ||
| 2017 | +33,53% | ||
| 2016 | +4,66% | ||
| 2015 | -12,31% | ||
