Swisscanto (LU) Equity Fund Sustainable Climate AT/ LU0275317336 /
| NAV19.09.2024 | Diff.+3,8100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 153,4500EUR | +2,55% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | 6,39 | 6,60 | 2,92 | 2,11 | 1,86 | -2,09 | 3,80 | 6,32 | -7,92 | 1,61 | - |
| 2008 | -15,53 | 0,88 | -4,52 | 5,50 | 2,09 | -4,28 | -6,97 | 2,51 | -16,87 | -21,79 | -9,96 | -2,40 | -54,30% |
| 2009 | -4,46 | -11,28 | 6,05 | 16,90 | 8,62 | -1,27 | 5,22 | -0,17 | 7,42 | -5,49 | 5,82 | 7,42 | +36,58% |
| 2010 | -4,41 | -2,59 | 7,12 | -0,46 | -4,10 | -0,55 | 4,16 | -5,13 | 0,33 | 2,42 | -3,43 | 5,18 | -2,33% |
| 2011 | -0,83 | 1,22 | 4,98 | 0,88 | -2,21 | -4,73 | -5,03 | -8,45 | -13,70 | 2,46 | -5,66 | 0,06 | -28,13% |
| 2012 | 4,73 | 3,68 | -0,64 | -2,63 | -4,69 | -0,54 | 1,98 | 2,06 | 1,31 | -0,51 | 0,64 | 0,84 | +6,03% |
| 2013 | 3,59 | 2,96 | 3,39 | -1,11 | 1,87 | -2,88 | 3,21 | -1,62 | 4,07 | 4,47 | 1,85 | 1,85 | +23,55% |
| 2014 | 0,29 | 4,71 | -0,79 | -2,68 | 2,54 | 1,48 | -3,74 | 3,25 | -2,65 | -3,51 | -1,86 | -1,01 | -4,31% |
| 2015 | 6,54 | 8,20 | 3,79 | -1,66 | 2,38 | -5,78 | -0,09 | -10,08 | -4,24 | 7,00 | 3,51 | -1,50 | +6,51% |
| 2016 | -8,00 | -0,69 | -0,28 | 1,75 | 1,22 | -1,54 | 4,33 | -0,04 | 0,66 | -1,83 | 2,14 | 0,84 | -1,95% |
| 2017 | 1,48 | 4,34 | 1,92 | 0,00 | 0,85 | -0,11 | -1,76 | 1,41 | 3,35 | 5,41 | -2,94 | 0,31 | +14,88% |
| 2018 | -0,97 | -2,12 | -3,01 | 0,62 | 4,52 | -3,21 | 2,14 | 2,23 | -0,87 | -5,82 | 3,21 | -9,50 | -12,85% |
| 2019 | 10,14 | 5,56 | 1,33 | 3,87 | -7,57 | 4,85 | 2,11 | -1,07 | 2,56 | -0,51 | 3,97 | 2,35 | +30,06% |
| 2020 | 0,27 | -3,46 | -15,18 | 12,60 | 6,56 | 2,83 | 4,61 | 7,94 | 2,62 | 3,38 | 10,70 | 7,19 | +44,01% |
| 2021 | 0,71 | -1,14 | 3,56 | -0,64 | -3,08 | 5,77 | 2,38 | 4,27 | -4,97 | 10,72 | -0,52 | -0,79 | +16,42% |
| 2022 | -11,16 | -1,20 | 1,79 | -7,16 | 1,26 | -10,76 | 20,86 | -5,13 | -7,85 | 5,30 | 6,37 | -8,67 | -19,00% |
| 2023 | 10,00 | 2,56 | -1,85 | -5,69 | 2,65 | 6,74 | 1,92 | -4,67 | -4,63 | -8,63 | 7,36 | 8,54 | +12,92% |
| 2024 | -1,16 | 7,86 | 3,93 | -1,02 | 3,76 | -2,14 | 1,71 | -2,53 | 1,84 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 16,71% | 17,87% | 16,49% | 20,44% | 21,74% |
| Sharpe Ratio | 0,86 | 0,27 | 0,94 | 0,00 | 0,42 |
| Bester Monat | +8,54% | +3,93% | +8,54% | +20,86% | +20,86% |
| Schlechtester Monat | -2,53% | -2,53% | -8,63% | -11,16% | -15,18% |
| Maximaler Verlust | -11,06% | -11,06% | -11,06% | -29,50% | -33,68% |
| Outperformance | +15,99% | - | +16,53% | +17,97% | +12,61% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 261,0000 | +20,23% | +14,66% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 114,5000 | +19,16% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 196,5700 | +19,98% | +13,97% | |
| Swisscanto (LU) Equity Fund Sust... | ausschüttend | 101,0900 | +18,92% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 112,0700 | +18,07% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 174,0700 | +20,04% | +14,14% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 153,4500 | +18,92% | +10,98% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 237,1700 | +19,77% | +13,40% |
Performance
| lfd. Jahr | +12,43% | ||
|---|---|---|---|
| 6 Monate | +4,09% | ||
| 1 Jahr | +18,92% | ||
| 3 Jahre | +10,98% | ||
| 5 Jahre | +81,00% | ||
| 10 Jahre | +115,73% | ||
| seit Beginn | +53,45% | ||
| Jahr | |||
| 2023 | +12,92% | ||
| 2022 | -19,00% | ||
| 2021 | +16,42% | ||
| 2020 | +44,01% | ||
| 2019 | +30,06% | ||
| 2018 | -12,85% | ||
| 2017 | +14,88% | ||
| 2016 | -1,95% | ||
| 2015 | +6,51% | ||
