JSS Sustainable Eq.-Gr.Planet I CHF/ LU1965939850 /
| NAV02.10.2024 | Diff.+0.6300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 121.9200CHF | +0.52% | 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 | -2.02 | 0.81 | -0.18 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14.82% | 16.13% | 14.34% | 17.29% | -% |
| Sharpe Ratio | 0.72 | -0.39 | 0.83 | -0.17 | - |
| Bester Monat | +8.27% | +2.36% | +8.33% | +10.72% | - |
| Schlechtester Monat | -2.02% | -2.02% | -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 | 340.0500 | +18.36% | +15.16% | |
| JSS Sustainable Eq.-Gr.Planet I ... | thesaurierend | 121.9200 | +15.17% | +0.69% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 117.0500 | +18.48% | - | |
| JSS Sustainable Equity - Green P... | ausschüttend | 151.6300 | +18.36% | +15.16% | |
| JSS Sustainable Eq.-Gr.Planet S ... | thesaurierend | 167.1600 | +18.08% | +14.34% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 300.6400 | +17.19% | +11.69% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 331.3000 | +17.67% | +13.15% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 330.3200 | +23.22% | +6.04% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 145.9600 | +17.66% | +13.15% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 300.6400 | +17.19% | +11.69% |
Performance
| lfd. Jahr | +10.24% | ||
|---|---|---|---|
| 6 Monate | -1.55% | ||
| 1 Jahr | +15.17% | ||
| 3 Jahre | +0.69% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +6.83% | ||
| Jahr | |||
| 2023 | +6.09% | ||
| 2022 | -20.85% | ||
