JSS Sustainable Eq.-Gr.Planet S USD/ LU1842716729 /
| NAV27.08.2024 | Diff.+0.1900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 163.5700EUR | +0.12% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -8.18 | 1.21 | -8.42 | - |
| 2019 | 5.88 | 4.67 | 3.08 | 3.27 | -4.80 | 5.96 | 1.63 | -0.17 | 1.61 | -0.06 | 2.05 | 1.96 | +27.58% |
| 2020 | 3.17 | -7.15 | -14.29 | 9.75 | 4.80 | 1.07 | 3.19 | 4.12 | 1.27 | 0.28 | 8.84 | 3.14 | +16.89% |
| 2021 | 1.79 | 0.93 | 4.67 | 2.45 | 0.05 | 2.78 | 3.75 | 3.60 | -3.65 | 6.24 | 0.88 | 3.72 | +30.42% |
| 2022 | -8.57 | -4.60 | 1.68 | -2.70 | -0.65 | -8.41 | 14.09 | -3.81 | -6.87 | 4.92 | 5.47 | -6.68 | -17.14% |
| 2023 | 6.90 | 0.34 | 0.61 | -3.16 | 2.17 | 3.97 | 1.11 | -3.11 | -3.96 | -7.13 | 9.80 | 5.52 | +12.40% |
| 2024 | -1.21 | 5.86 | 3.04 | -2.70 | 2.48 | 0.61 | 0.81 | -2.15 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.25% | 12.61% | 12.03% | 15.70% | 18.58% |
| Sharpe Ratio | 0.56 | 0.10 | 0.63 | -0.09 | 0.37 |
| Bester Monat | +5.86% | +5.86% | +9.80% | +14.09% | +14.09% |
| Schlechtester Monat | -2.70% | -2.70% | -7.13% | -8.57% | -14.29% |
| Maximaler Verlust | -8.54% | -8.54% | -12.16% | -23.56% | -34.77% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
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 | +6.62% | ||
|---|---|---|---|
| 6 Monate | +2.34% | ||
| 1 Jahr | +11.11% | ||
| 3 Jahre | +6.45% | ||
| 5 Jahre | +63.78% | ||
| 10 Jahre | - | ||
| seit Beginn | +63.57% | ||
| Jahr | |||
| 2023 | +12.40% | ||
| 2022 | -17.14% | ||
| 2021 | +30.42% | ||
| 2020 | +16.89% | ||
| 2019 | +27.58% | ||
