JSS Sustainable Eq.-Gr.Planet I CHF/ LU1965939850 /
| NAV27.08.2024 | Diff.-0.5100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 119.5600CHF | -0.42% | 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 | - | - | - | 1.68 | -0.11 | 2.74 | 1.70 | 4.22 | -3.69 | 3.93 | -0.61 | 3.20 | - |
| 2022 | -7.88 | -5.79 | 1.05 | -2.68 | -0.36 | -10.70 | 10.72 | -2.77 | -8.49 | 7.65 | 4.62 | -6.06 | -20.85% |
| 2023 | 8.05 | -0.02 | 0.49 | -4.11 | 1.35 | 4.15 | -0.97 | -2.80 | -2.96 | -7.74 | 8.33 | 3.41 | +6.09% |
| 2024 | -0.96 | 8.27 | 5.21 | -1.89 | 2.36 | -1.05 | -0.27 | -3.32 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14.76% | 15.67% | 13.87% | 17.22% | -% |
| Sharpe Ratio | 0.63 | -0.08 | 0.44 | -0.33 | - |
| Bester Monat | +8.27% | +8.27% | +8.33% | +10.72% | - |
| Schlechtester Monat | -3.32% | -3.32% | -7.74% | -10.70% | - |
| Maximaler Verlust | -13.40% | -13.40% | -13.40% | -28.08% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sustainable Equity - Green P... | thesaurierend | 332.6700 | +11.38% | +7.18% | |
| JSS Sustainable Eq.-Gr.Planet I ... | thesaurierend | 119.5600 | +9.64% | -6.32% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 114.5000 | +11.49% | - | |
| JSS Sustainable Equity - Green P... | ausschüttend | 148.3400 | +11.38% | +7.17% | |
| JSS Sustainable Eq.-Gr.Planet S ... | thesaurierend | 163.5700 | +11.11% | +6.45% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 294.4000 | +10.28% | +3.95% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 324.3000 | +10.73% | +5.34% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 327.2900 | +13.97% | -1.51% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 142.8800 | +10.73% | +5.35% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 294.4000 | +10.29% | +3.95% |
Performance
| lfd. Jahr | +8.10% | ||
|---|---|---|---|
| 6 Monate | +1.09% | ||
| 1 Jahr | +9.64% | ||
| 3 Jahre | -6.32% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +4.77% | ||
| Jahr | |||
| 2023 | +6.09% | ||
| 2022 | -20.85% | ||
