Swisscanto (LU) Equity Fund Sustainable Emerging Markets NT/ LU0866272569 /
NAV19.09.2024 | Diff.+2,4000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
143,3200USD | +1,70% | 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 | 1,70 | 4,93 | -0,56 | 2,10 | 0,64 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 14,16% | 14,89% | 13,80% | 15,89% | 18,10% |
Sharpe Ratio | 0,96 | 1,25 | 1,02 | -0,22 | 0,14 |
Bester Monat | +4,93% | +4,93% | +6,98% | +12,45% | +12,45% |
Schlechtester Monat | -3,90% | -0,56% | -4,49% | -10,36% | -18,24% |
Maximaler Verlust | -10,46% | -10,46% | -10,46% | -30,98% | -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 | 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 | +11,93% | ||
---|---|---|---|
6 Monate | +10,58% | ||
1 Jahr | +17,56% | ||
3 Jahre | -0,35% | ||
5 Jahre | +33,91% | ||
10 Jahre | +42,99% | ||
seit Beginn | +43,32% | ||
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% |