JSS Sust.Eq.-SDG Opport.C CHF/ LU2207283404 /
| NAV04.11.2024 | Diff.+0.6200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 102.2100CHF | +0.61% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | 6.48 | 2.51 | -0.24 | 3.87 | -0.28 | 3.44 | -3.55 | 0.92 | -4.16 | 4.30 | - |
| 2022 | -6.49 | -3.43 | 2.39 | -2.16 | -1.75 | -7.80 | 7.83 | -5.01 | -8.84 | 8.41 | 1.44 | -6.48 | -21.32% |
| 2023 | 5.56 | -0.97 | 0.36 | -0.86 | 0.78 | 3.54 | -1.94 | -1.35 | -1.45 | -4.15 | 6.45 | 1.06 | +6.69% |
| 2024 | 0.05 | 7.92 | 4.42 | -2.09 | 2.99 | 0.30 | -0.29 | -0.22 | -0.58 | -2.67 | 0.61 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.16% | 14.83% | 12.42% | 15.11% | -% |
| Sharpe Ratio | 0.72 | -0.31 | 0.97 | -0.38 | - |
| Bester Monat | +7.92% | +2.99% | +7.92% | +8.41% | - |
| Schlechtester Monat | -2.67% | -2.67% | -2.67% | -8.84% | - |
| Maximaler Verlust | -10.41% | -10.41% | -10.41% | -25.34% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sust.Eq.-SDG Opport.M EUR | thesaurierend | 127.0000 | +19.37% | - | |
| JSS Sustainable Equity - SDG Opp... | ausschüttend | 98.8300 | - | - | |
| JSS Sust.Eq.-SDG Opport.BM-X EUR | thesaurierend | 133.6400 | +18.41% | +4.64% | |
| JSS Sust.Eq.-SDG Opport.BM-P EUR | thesaurierend | 130.7800 | +17.35% | +1.86% | |
| JSS Sust.Eq.-SDG Opport.BM-P USD | thesaurierend | 117.0000 | +19.05% | -3.85% | |
| JSS Sust.Eq.-SDG Opport.C CHF | thesaurierend | 102.2100 | +15.05% | -7.74% | |
| JSS Sust.Eq.-SDG Opport.C EUR | thesaurierend | 128.4500 | +17.94% | +3.40% | |
| JSS Sust.Eq.-SDG Opport.C USD | thesaurierend | 113.8700 | +19.62% | -2.40% | |
| JSS Sust.Eq.-SDG Opport.P CHF | thesaurierend | 100.3200 | +14.49% | -9.11% | |
| JSS Sust.Eq.-SDG Opport.P EUR | ausschüttend | 116.1300 | +17.36% | +1.86% | |
| JSS Sust.Eq.-SDG Opport.P USD | thesaurierend | 114.5400 | +19.05% | -3.84% |
Performance
| lfd. Jahr | +10.45% | ||
|---|---|---|---|
| 6 Monate | -0.79% | ||
| 1 Jahr | +15.05% | ||
| 3 Jahre | -7.74% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +2.21% | ||
| Jahr | |||
| 2023 | +6.69% | ||
| 2022 | -21.32% | ||
