JSS Sustainable Eq.-Gr.Planet I CHF/ LU1965939850 /
| NAV23.07.2024 | Diff.-0.3400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 125.7000CHF | -0.27% | 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 | 1.37 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.66% | 11.66% | 11.74% | 16.64% | -% |
| Sharpe Ratio | 1.91 | 2.05 | 0.63 | -0.18 | - |
| Bester Monat | +8.27% | +8.27% | +8.33% | +10.72% | - |
| Schlechtester Monat | -1.89% | -1.89% | -7.74% | -10.70% | - |
| Maximaler Verlust | -5.10% | -5.10% | -14.66% | -28.08% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sustainable Equity - Green P... | thesaurierend | 340.0700 | +10.13% | +14.14% | |
| JSS Sustainable Eq.-Gr.Planet I ... | thesaurierend | 125.7000 | +11.08% | +2.01% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 117.0400 | +10.25% | - | |
| JSS Sustainable Equity - Green P... | ausschüttend | 151.6400 | +10.13% | +14.14% | |
| JSS Sustainable Eq.-Gr.Planet S ... | thesaurierend | 167.2500 | +9.87% | +13.42% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 301.2400 | +9.05% | +10.73% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 331.7000 | +9.49% | +12.24% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 325.2600 | +6.74% | +2.11% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 146.1400 | +9.49% | +12.24% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 301.2300 | +9.05% | +10.73% |
Performance
| lfd. Jahr | +13.65% | ||
|---|---|---|---|
| 6 Monate | +12.94% | ||
| 1 Jahr | +11.08% | ||
| 3 Jahre | +2.01% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +10.15% | ||
| Jahr | |||
| 2023 | +6.09% | ||
| 2022 | -20.85% | ||
