JSS Su.Eq.Future Health E CHF/ LU2041628244 /
| NAV05.11.2024 | Diff.+0.2400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 99.0500CHF | +0.24% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | - | - | -1.10 | - |
| 2020 | -0.32 | -6.75 | -4.59 | 10.95 | 6.10 | 0.25 | 1.22 | 1.48 | 0.68 | -4.33 | 4.90 | 2.80 | +11.67% |
| 2021 | 0.10 | 0.01 | 2.52 | 1.58 | 0.42 | 6.29 | -0.89 | 2.88 | -2.96 | 1.89 | -3.63 | 2.84 | +11.19% |
| 2022 | -6.67 | -2.05 | 3.25 | -2.77 | -3.00 | -3.44 | 2.82 | -4.92 | -2.09 | 8.55 | -0.83 | -3.68 | -14.70% |
| 2023 | 0.33 | -2.07 | -2.21 | 1.14 | -1.60 | 0.57 | -6.88 | 0.32 | -3.49 | -8.55 | 3.82 | 2.46 | -15.63% |
| 2024 | 3.03 | 3.84 | 4.45 | -0.78 | 1.88 | 2.24 | -1.11 | 0.50 | -3.65 | -1.74 | 0.50 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.35% | 11.80% | 11.54% | 14.35% | -% |
| Sharpe Ratio | 0.70 | -0.49 | 0.93 | -0.79 | - |
| Bester Monat | +4.45% | +2.24% | +4.45% | +8.55% | +10.95% |
| Schlechtester Monat | -3.65% | -3.65% | -3.65% | -8.55% | -8.55% |
| Maximaler Verlust | -9.71% | -9.71% | -9.71% | -35.35% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Su.Eq.Future Health I CHF | thesaurierend | 91.0400 | +14.30% | -21.83% | |
| JSS Su.Eq.Future Health I EUR | thesaurierend | 98.6300 | +16.93% | -12.47% | |
| JSS Su.Eq.Future Health I10 USD | thesaurierend | 91.4100 | +18.70% | -17.75% | |
| JSS Su.Eq.Future Health C CHF | thesaurierend | 100.0400 | +14.04% | -22.39% | |
| JSS Su.Eq.Future Health E CHF | thesaurierend | 99.0500 | +13.81% | -22.85% | |
| JSS Su.Eq.Future Health E USD | thesaurierend | 103.6900 | +18.14% | -18.49% | |
| JSS Su.Eq.Future Health Y USD | thesaurierend | 119.7200 | +18.83% | -17.02% | |
| JSS Su.Eq.Future Health Y USD | ausschüttend | 119.7300 | +18.84% | -17.01% | |
| JSS Su.Eq.Future Health C USD | thesaurierend | 122.7500 | +18.36% | -18.00% | |
| JSS Su.Eq.Future Health P USD | thesaurierend | 103.5700 | +17.67% | -19.46% | |
| JSS Su.Eq.Future Health P USD | ausschüttend | 105.0800 | +17.66% | -19.47% | |
| JSS Su.Eq.Future Health P EUR | thesaurierend | 102.8800 | +15.96% | -14.64% | |
| JSS Su.Eq.Future Health P CHF | thesaurierend | 93.8000 | +13.35% | -23.78% | |
| JSS Su.Eq.Future Health C USD | ausschüttend | 107.9200 | +18.35% | -18.01% | |
| JSS Su.Eq.Future Health C EUR | thesaurierend | 108.6800 | +16.66% | -13.09% | |
| JSS Su.Eq.Future Health C GBP | thesaurierend | 100.9700 | +12.80% | -14.92% |
Performance
| lfd. Jahr | +9.21% | ||
|---|---|---|---|
| 6 Monate | -1.36% | ||
| 1 Jahr | +13.81% | ||
| 3 Jahre | -22.85% | ||
| 5 Jahre | -0.95% | ||
| 10 Jahre | - | ||
| seit Beginn | -0.95% | ||
| Jahr | |||
| 2023 | -15.63% | ||
| 2022 | -14.70% | ||
| 2021 | +11.19% | ||
| 2020 | +11.67% | ||
