JSS Sustainable Eq.-Gr.Planet S USD/ LU1842716729 /
| NAV02.10.2024 | Diff.+0.4100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 167.1600EUR | +0.25% | 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 | -0.65 | 0.55 | 0.10 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.43% | 13.30% | 12.26% | 15.74% | 18.62% |
| Sharpe Ratio | 0.72 | 0.09 | 1.21 | 0.08 | 0.40 |
| Bester Monat | +5.86% | +2.48% | +9.80% | +14.09% | +14.09% |
| Schlechtester Monat | -2.70% | -2.70% | -7.13% | -8.57% | -14.29% |
| Maximaler Verlust | -8.54% | -8.54% | -8.54% | -23.56% | -34.77% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
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 | +8.96% | ||
|---|---|---|---|
| 6 Monate | +2.19% | ||
| 1 Jahr | +18.08% | ||
| 3 Jahre | +14.34% | ||
| 5 Jahre | +65.97% | ||
| 10 Jahre | - | ||
| seit Beginn | +67.16% | ||
| Jahr | |||
| 2023 | +12.40% | ||
| 2022 | -17.14% | ||
| 2021 | +30.42% | ||
| 2020 | +16.89% | ||
| 2019 | +27.58% | ||
