Swisscanto (LU) Equity Fund Sustainable Global Climate GT/ LU0866303620 /
| NAV24.05.2024 | Diff.+3,2400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 266,8600EUR | +1,23% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | - | 1,93 | - |
| 2014 | 0,36 | 4,77 | -0,71 | -2,61 | 2,62 | 1,55 | -3,66 | 3,32 | -2,57 | -3,44 | -1,78 | -0,94 | -3,47% |
| 2015 | 6,62 | 8,27 | 3,88 | -1,58 | 2,44 | -5,70 | -0,02 | -10,03 | -4,16 | 7,09 | 3,58 | -1,42 | +7,46% |
| 2016 | -7,94 | -0,60 | -0,20 | 1,80 | 1,30 | -1,47 | 4,41 | 0,04 | 0,73 | -1,76 | 2,22 | 0,93 | -1,06% |
| 2017 | 1,57 | 4,42 | 2,01 | 0,09 | 0,96 | -0,03 | -1,67 | 1,51 | 3,43 | 5,51 | -2,85 | 0,40 | +16,13% |
| 2018 | -0,87 | -2,05 | -2,93 | 0,74 | 4,61 | -3,12 | 2,25 | 2,32 | -0,78 | -5,74 | 3,30 | -9,40 | -11,88% |
| 2019 | 10,24 | 5,65 | 1,41 | 3,97 | -7,49 | 4,93 | 2,21 | -0,98 | 2,66 | -0,43 | 4,06 | 2,44 | +31,47% |
| 2020 | 0,36 | -3,39 | -15,10 | 12,70 | 6,66 | 2,92 | 4,71 | 8,05 | 2,71 | 3,47 | 10,80 | 7,29 | +45,58% |
| 2021 | 0,80 | -1,06 | 3,66 | -0,55 | -2,99 | 5,86 | 2,47 | 4,37 | -4,88 | 10,82 | -0,42 | -0,70 | +17,70% |
| 2022 | -11,08 | -1,11 | 1,89 | -7,08 | 1,36 | -10,68 | 20,96 | -5,04 | -7,77 | 5,40 | 6,47 | -8,59 | -18,11% |
| 2023 | 10,11 | 2,65 | -1,75 | -5,62 | 2,76 | 6,84 | 2,02 | -4,58 | -4,55 | -8,54 | 7,46 | 8,64 | +14,15% |
| 2024 | -1,06 | 7,96 | 4,02 | -0,92 | 5,26 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,06% | 12,85% | 14,81% | 19,73% | 21,37% |
| Sharpe Ratio | 3,20 | 4,56 | 1,41 | 0,27 | 0,58 |
| Bester Monat | +8,64% | +8,64% | +8,64% | +20,96% | +20,96% |
| Schlechtester Monat | -1,06% | -1,06% | -8,54% | -11,08% | -15,10% |
| Maximaler Verlust | -3,89% | -3,94% | -17,82% | -29,05% | -33,62% |
| Outperformance | -5,60% | - | +9,50% | +36,90% | +38,46% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 266,8600 | +24,61% | +29,77% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 201,1200 | +24,36% | +29,00% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | ausschüttend | 103,7300 | +23,25% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 122,7100 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 120,4800 | +26,78% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 178,0700 | +24,42% | +29,19% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 157,4500 | +23,25% | +25,60% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 242,8000 | +24,14% | +28,35% |
Performance
| lfd. Jahr | +15,87% | ||
|---|---|---|---|
| 6 Monate | +27,16% | ||
| 1 Jahr | +24,61% | ||
| 3 Jahre | +29,77% | ||
| 5 Jahre | +112,50% | ||
| 10 Jahre | +146,59% | ||
| seit Beginn | +164,27% | ||
| Jahr | |||
| 2023 | +14,15% | ||
| 2022 | -18,11% | ||
| 2021 | +17,70% | ||
| 2020 | +45,58% | ||
| 2019 | +31,47% | ||
| 2018 | -11,88% | ||
| 2017 | +16,13% | ||
| 2016 | -1,06% | ||
| 2015 | +7,46% | ||
