JSS Sustainable Eq.-Gl.Clim.2035 I EUR/ LU1111704521 /
| NAV05.11.2024 | Diff.+1.2700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 126.7900EUR | +1.01% | 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 | 0.77 | 0.27 | 0.20 | -0.53 | 1.43 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.11% | 13.39% | 11.59% | -% | -% |
| Sharpe Ratio | 1.19 | 0.65 | 1.73 | - | - |
| Bester Monat | +3.78% | +3.15% | +6.49% | - | - |
| Schlechtester Monat | -2.16% | -0.53% | -2.16% | - | - |
| Maximaler Verlust | -8.17% | -8.17% | -8.17% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sustainable Eq.-Gl.Clim.2035... | thesaurierend | 126.7900 | +23.10% | - | |
| JSS Sustainable Equity - Global ... | thesaurierend | 120.6200 | +21.35% | - | |
| JSS Sustainable Equity - Global ... | thesaurierend | 278.1000 | +22.81% | +12.34% | |
| JSS Sustainable Equity - Global ... | ausschüttend | 260.7100 | +22.19% | +10.64% |
Performance
| lfd. Jahr | +14.47% | ||
|---|---|---|---|
| 6 Monate | +5.73% | ||
| 1 Jahr | +23.10% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +26.79% | ||
| Jahr | |||
| 2023 | +17.21% | ||
