JSS Sust.Eq.-SDG Opport.P CHF/ LU2207282851 /
| NAV02.10.2024 | Diff.+0.3200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 101.9000CHF | +0.32% | 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 | - | - | 6.43 | 2.48 | -0.28 | 3.84 | -0.33 | 3.40 | -3.59 | 0.89 | -4.20 | 4.25 | - |
| 2022 | -6.53 | -3.47 | 2.35 | -2.22 | -1.79 | -7.84 | 7.79 | -5.05 | -8.88 | 8.34 | 1.41 | -6.51 | -21.69% |
| 2023 | 5.49 | -1.01 | 0.32 | -0.89 | 0.73 | 3.50 | -2.00 | -1.39 | -1.50 | -4.17 | 6.39 | 1.04 | +6.14% |
| 2024 | 0.00 | 7.87 | 4.38 | -2.12 | 2.94 | 0.27 | -0.36 | -0.25 | -0.62 | -0.59 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.22% | 14.20% | 12.83% | 15.08% | -% |
| Sharpe Ratio | 0.96 | -0.20 | 0.96 | -0.31 | - |
| Bester Monat | +7.87% | +2.94% | +7.87% | +8.34% | - |
| Schlechtester Monat | -2.12% | -2.12% | -4.17% | -8.88% | - |
| Maximaler Verlust | -10.43% | -10.43% | -10.43% | -26.05% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sust.Eq.-SDG Opport.M EUR | thesaurierend | 129.0200 | +20.86% | - | |
| JSS Sustainable Equity - SDG Opp... | ausschüttend | 100.4900 | - | - | |
| JSS Sust.Eq.-SDG Opport.BM-X EUR | thesaurierend | 135.8700 | +19.88% | +12.38% | |
| JSS Sust.Eq.-SDG Opport.BM-P EUR | thesaurierend | 133.0700 | +18.80% | +9.40% | |
| JSS Sust.Eq.-SDG Opport.BM-P USD | thesaurierend | 120.5500 | +24.92% | +3.86% | |
| JSS Sust.Eq.-SDG Opport.C CHF | thesaurierend | 103.7800 | +16.19% | -2.91% | |
| JSS Sust.Eq.-SDG Opport.C EUR | thesaurierend | 130.6500 | +19.41% | +11.05% | |
| JSS Sust.Eq.-SDG Opport.C USD | thesaurierend | 117.2700 | +25.54% | +5.43% | |
| JSS Sust.Eq.-SDG Opport.P CHF | thesaurierend | 101.9000 | +15.60% | -4.36% | |
| JSS Sust.Eq.-SDG Opport.P EUR | ausschüttend | 118.1700 | +18.81% | +9.40% | |
| JSS Sust.Eq.-SDG Opport.P USD | thesaurierend | 118.0100 | +24.92% | +3.86% |
Performance
| lfd. Jahr | +11.71% | ||
|---|---|---|---|
| 6 Monate | +0.23% | ||
| 1 Jahr | +15.60% | ||
| 3 Jahre | -4.36% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +1.90% | ||
| Jahr | |||
| 2023 | +6.14% | ||
| 2022 | -21.69% | ||
