JSS Sustainable Eq.-Gl.Clim.2035 I EUR/ LU1111704521 /
| NAV23.07.2024 | Diff.+0.5000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 125.2500EUR | +0.40% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | - | - | -7.35 | - |
| 2023 | 5.20 | 0.80 | 0.67 | -1.06 | 2.55 | 3.33 | 1.10 | -0.89 | -2.28 | -2.83 | 6.49 | 3.36 | +17.21% |
| 2024 | 1.87 | 3.78 | 2.55 | -2.16 | 3.15 | 2.42 | 0.90 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.55% | 9.80% | 10.31% | -% | -% |
| Sharpe Ratio | 2.22 | 1.81 | 1.37 | - | - |
| Bester Monat | +3.78% | +3.78% | +6.49% | - | - |
| Schlechtester Monat | -2.16% | -2.16% | -2.83% | - | - |
| Maximaler Verlust | -4.48% | -4.48% | -7.64% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sustainable Eq.-Gl.Clim.2035... | thesaurierend | 125.2500 | +17.80% | - | |
| JSS Sustainable Equity - Global ... | thesaurierend | 122.0600 | +19.78% | - | |
| JSS Sustainable Equity - Global ... | thesaurierend | 274.9000 | +17.52% | +17.91% | |
| JSS Sustainable Equity - Global ... | ausschüttend | 258.0900 | +16.94% | +16.06% |
Performance
| lfd. Jahr | +13.08% | ||
|---|---|---|---|
| 6 Monate | +10.18% | ||
| 1 Jahr | +17.80% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +25.25% | ||
| Jahr | |||
| 2023 | +17.21% | ||
