Swisscanto (LU) Equity Fund Systematic Responsible Selection International AT/ LU0230112046 /
NAV19.09.2024 | Diff.+5,1700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
272,4100CHF | +1,93% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | - | - | - | - | - | - | - | - | - | - | - | 2,15 | - |
2006 | 1,97 | 3,21 | 2,46 | -0,77 | -6,60 | 0,37 | 1,54 | 3,13 | 3,48 | 4,03 | 0,06 | 5,51 | +19,38% |
2007 | 2,76 | -2,53 | 3,35 | 4,38 | 2,64 | -0,80 | -3,25 | -2,48 | 0,15 | 2,50 | -8,27 | -1,90 | -4,12% |
2008 | -12,87 | -2,99 | -6,67 | 9,49 | 1,40 | -8,56 | -3,07 | 3,40 | -9,91 | -13,99 | 0,66 | -7,48 | -42,07% |
2009 | 0,37 | -10,99 | 2,62 | 11,74 | 4,92 | 0,72 | 7,53 | 2,59 | 4,02 | -2,52 | 3,08 | 4,26 | +30,15% |
2010 | -1,40 | 4,19 | 4,80 | 2,33 | -2,58 | -9,40 | 4,51 | -4,80 | 3,89 | 5,93 | -1,18 | 0,05 | +5,26% |
2011 | 3,07 | 1,38 | -1,88 | -0,45 | -2,99 | -2,74 | -8,08 | -3,74 | 2,72 | 6,37 | 2,35 | 3,94 | -0,97% |
2012 | 2,67 | 1,82 | 1,82 | 0,20 | -1,22 | 0,77 | 5,05 | -0,62 | 1,45 | -1,29 | 0,44 | -2,06 | +9,18% |
2013 | 6,77 | 3,08 | 4,06 | 0,86 | 3,46 | -3,43 | 3,98 | -3,10 | 1,72 | 3,27 | 1,35 | 0,61 | +24,54% |
2014 | -1,00 | 1,25 | 0,62 | 0,30 | 4,00 | 1,83 | 1,58 | 2,05 | 1,51 | 0,62 | 2,76 | 1,16 | +17,90% |
2015 | -8,12 | 8,29 | 1,47 | -0,09 | 1,17 | -3,37 | 3,68 | -6,65 | -2,57 | 9,98 | 3,65 | -3,65 | +2,13% |
2016 | -4,35 | -4,33 | 2,63 | 0,75 | 3,89 | -3,40 | 2,99 | 0,70 | -0,69 | 0,51 | 4,49 | 2,81 | +5,60% |
2017 | -1,36 | 3,92 | 1,09 | 0,02 | -1,49 | -0,33 | 3,32 | 0,23 | 3,15 | 5,38 | 1,47 | 0,73 | +17,10% |
2018 | 0,39 | -2,29 | -1,97 | 5,15 | -1,07 | 0,24 | 1,69 | -1,67 | 1,83 | -4,59 | -0,22 | -8,66 | -11,23% |
2019 | 7,58 | 2,67 | -0,40 | 4,38 | -7,21 | 2,90 | 1,44 | -3,72 | 3,61 | 0,59 | 3,66 | -0,93 | +14,60% |
2020 | -1,68 | -9,05 | -14,52 | 10,45 | 3,73 | 1,63 | 0,56 | 4,54 | -1,75 | -3,55 | 9,39 | 1,04 | -2,00% |
2021 | 0,83 | 3,11 | 8,63 | 0,20 | 1,34 | 3,43 | -0,46 | 4,06 | -2,56 | 2,92 | -0,08 | 4,17 | +28,26% |
2022 | -2,01 | -4,39 | 2,70 | -1,29 | 0,05 | -8,67 | 6,34 | -1,56 | -7,15 | 10,30 | 1,58 | -6,99 | -12,10% |
2023 | 5,00 | 0,35 | -1,63 | -1,01 | 0,91 | 4,10 | -0,39 | 0,46 | -0,18 | -2,94 | 3,83 | 0,60 | +9,15% |
2024 | 3,88 | 6,40 | 6,63 | -2,42 | 2,76 | 1,35 | 0,64 | -1,21 | 0,64 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 13,69% | 15,11% | 13,00% | 14,95% | 18,19% |
Sharpe Ratio | 1,85 | 0,39 | 1,28 | 0,24 | 0,26 |
Bester Monat | +6,63% | +6,63% | +6,63% | +10,30% | +10,45% |
Schlechtester Monat | -2,42% | -2,42% | -2,94% | -8,67% | -14,52% |
Maximaler Verlust | -12,83% | -12,83% | -12,83% | -16,37% | -35,89% |
Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 267,4900 | +23,50% | +46,26% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 332,8900 | +21,30% | +26,31% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 254,0200 | +21,48% | +26,88% | |
Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 131,9300 | +23,31% | - | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 272,4100 | +20,10% | +22,62% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 389,3500 | +22,10% | +41,35% |
Performance
lfd. Jahr | +19,84% | ||
---|---|---|---|
6 Monate | +4,60% | ||
1 Jahr | +20,10% | ||
3 Jahre | +22,62% | ||
5 Jahre | +48,75% | ||
10 Jahre | +93,09% | ||
seit Beginn | +172,41% | ||
Jahr | |||
2023 | +9,15% | ||
2022 | -12,10% | ||
2021 | +28,26% | ||
2020 | -2,00% | ||
2019 | +14,60% | ||
2018 | -11,23% | ||
2017 | +17,10% | ||
2016 | +5,60% | ||
2015 | +2,13% |