Swisscanto (LU) Equity Fund Sustainable Climate AT/ LU0275317336 /
NAV19/09/2024 | Chg.+3.8100 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
153.4500EUR | +2.55% | reinvestment | Equity Worldwide | Swisscanto AM Int. ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 16.71% | 17.87% | 16.49% | 20.44% | 21.74% |
Ratio de Sharpe | 0.86 | 0.27 | 0.94 | 0.00 | 0.42 |
Le meilleur mois | +8.54% | +3.93% | +8.54% | +20.86% | +20.86% |
Le plus défavorable mois | -2.53% | -2.53% | -8.63% | -11.16% | -15.18% |
Perte maximale | -11.06% | -11.06% | -11.06% | -29.50% | -33.68% |
Surperformance | +15.99% | - | +16.53% | +17.97% | +12.61% |
Toutes les cotations dans EUR
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
Swisscanto (LU) Equity Fund Sust... | reinvestment | 261.0000 | +20.23% | +14.66% | |
Swisscanto (LU) Equity Fund Sust... | reinvestment | 114.5000 | +19.16% | - | |
Swisscanto (LU) Equity Fund Sust... | reinvestment | 196.5700 | +19.98% | +13.97% | |
Swisscanto (LU) Equity Fund Sust... | paying dividend | 101.0900 | +18.92% | - | |
Swisscanto (LU) Equity Fund Sust... | reinvestment | 112.0700 | +18.07% | - | |
Swisscanto (LU) Equity Fund Sust... | reinvestment | 174.0700 | +20.04% | +14.14% | |
Swisscanto (LU) Equity Fund Sust... | reinvestment | 153.4500 | +18.92% | +10.98% | |
Swisscanto (LU) Equity Fund Sust... | reinvestment | 237.1700 | +19.77% | +13.40% |
Performance
CAD | +12.43% | ||
---|---|---|---|
6 Mois | +4.09% | ||
1 An | +18.92% | ||
3 Ans | +10.98% | ||
5 Ans | +81.00% | ||
10 ans | +115.73% | ||
Depuis le début | +53.45% | ||
Année | |||
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% |