Swisscanto (LU) Equity Fund Sustainable Global Water AT/ LU0302976872 /
| NAV18.06.2024 | Diff.+1,2600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 309,5100EUR | +0,41% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | 3,84 | -7,72 | 0,82 | - |
| 2008 | -13,03 | 4,44 | -6,42 | 2,67 | 2,93 | -8,88 | -5,03 | 1,31 | -12,02 | -14,83 | -5,28 | -0,42 | -44,34% |
| 2009 | 3,08 | -7,64 | 1,95 | 12,64 | 4,37 | 2,25 | 6,03 | 2,15 | 2,90 | -2,27 | 2,28 | 7,43 | +39,65% |
| 2010 | -3,07 | 1,86 | 6,87 | 2,39 | -1,73 | -1,84 | 2,07 | -0,48 | 1,02 | 2,82 | 5,09 | 6,65 | +23,25% |
| 2011 | -2,95 | 0,17 | 0,56 | 0,62 | 1,29 | -2,74 | -2,59 | -4,99 | -4,12 | 4,32 | 1,19 | 2,46 | -7,00% |
| 2012 | 6,86 | 2,58 | 1,82 | 1,35 | -0,76 | 0,91 | 4,38 | -0,37 | 0,23 | -0,32 | 1,52 | -0,01 | +19,49% |
| 2013 | 4,31 | 4,75 | 3,92 | -3,06 | 3,10 | -4,22 | 2,34 | -0,52 | 3,63 | 4,99 | 0,47 | 1,58 | +22,87% |
| 2014 | -1,18 | 4,58 | 0,95 | -2,25 | 2,95 | 2,28 | -2,37 | 4,71 | -1,39 | 3,14 | -0,52 | 1,89 | +13,16% |
| 2015 | 5,39 | 5,51 | 2,90 | -3,06 | 2,06 | -4,05 | 0,09 | -8,67 | -3,04 | 8,39 | 6,04 | -4,07 | +6,16% |
| 2016 | -4,09 | -0,27 | 0,32 | 2,40 | 3,86 | 0,65 | 2,36 | -0,15 | 1,18 | -2,08 | 4,53 | -0,50 | +8,15% |
| 2017 | 0,70 | 2,43 | 1,14 | 0,73 | -0,31 | -1,00 | -1,36 | 0,09 | 2,87 | 3,20 | -0,54 | 0,89 | +9,07% |
| 2018 | -1,60 | -3,19 | -1,83 | 0,18 | 2,52 | -0,70 | 3,53 | 0,80 | -0,96 | -6,19 | 2,36 | -8,23 | -13,14% |
| 2019 | 8,01 | 4,51 | 2,37 | 3,10 | -3,92 | 5,24 | 0,98 | 0,35 | 2,80 | 0,25 | 3,03 | 2,44 | +32,77% |
| 2020 | 2,28 | -7,36 | -12,87 | 9,68 | 4,34 | 0,68 | 1,38 | 1,74 | 1,93 | 1,27 | 5,77 | 2,30 | +9,57% |
| 2021 | 1,73 | 1,98 | 6,19 | 3,14 | 0,32 | 3,65 | 5,68 | 4,35 | -4,77 | 5,49 | 1,02 | 4,66 | +38,36% |
| 2022 | -10,47 | -4,84 | 1,86 | -1,56 | -2,18 | -5,46 | 12,83 | -2,73 | -6,50 | 6,13 | 2,34 | -6,93 | -18,06% |
| 2023 | 4,13 | 0,62 | -1,35 | -2,39 | 0,22 | 3,98 | 1,43 | -1,86 | -4,48 | -5,14 | 7,69 | 6,21 | +8,47% |
| 2024 | -0,62 | 6,92 | 3,95 | -2,51 | 1,33 | -0,07 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,75% | 10,53% | 11,09% | 14,52% | 18,05% |
| Sharpe Ratio | 1,58 | 1,79 | 0,92 | 0,11 | 0,36 |
| Bester Monat | +6,92% | +6,92% | +7,69% | +12,83% | +12,83% |
| Schlechtester Monat | -2,51% | -2,51% | -5,14% | -10,47% | -12,87% |
| Maximaler Verlust | -5,63% | -5,63% | -12,28% | -24,64% | -34,02% |
| Outperformance | +3,98% | - | +4,73% | +8,42% | +6,75% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 304,7400 | +15,06% | +20,81% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 109,5100 | +11,37% | - | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 349,3500 | +14,89% | +20,27% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 215,3000 | +14,64% | +19,49% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 185,8700 | +14,83% | +20,09% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 309,5100 | +13,82% | +16,92% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | ausschüttend | 181,9900 | +13,81% | +16,92% |
Performance
| lfd. Jahr | +9,03% | ||
|---|---|---|---|
| 6 Monate | +10,68% | ||
| 1 Jahr | +13,82% | ||
| 3 Jahre | +16,92% | ||
| 5 Jahre | +62,29% | ||
| 10 Jahre | +121,70% | ||
| seit Beginn | +209,51% | ||
| Jahr | |||
| 2023 | +8,47% | ||
| 2022 | -18,06% | ||
| 2021 | +38,36% | ||
| 2020 | +9,57% | ||
| 2019 | +32,77% | ||
| 2018 | -13,14% | ||
| 2017 | +9,07% | ||
| 2016 | +8,15% | ||
| 2015 | +6,16% | ||
