JSS Sustainable Equity-European Sm.Co.P/ LU1859216464 /
| NAV26.08.2024 | Diff.-0,1700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 120,5500EUR | -0,14% | thesaurierend | Aktien Europa | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | - | -7,60 | - |
| 2019 | 10,21 | 1,63 | 1,43 | 3,68 | -6,89 | 3,15 | -0,44 | -0,55 | 3,08 | 1,78 | 2,05 | 4,03 | +24,78% |
| 2020 | -2,86 | -5,67 | -18,93 | 11,84 | 4,06 | 1,71 | 2,00 | 5,32 | -1,75 | -5,08 | 17,23 | 4,25 | +7,67% |
| 2021 | 0,15 | 3,22 | 2,75 | 2,99 | 1,06 | 0,02 | 0,45 | 3,14 | -2,72 | 1,80 | -4,21 | 4,11 | +13,15% |
| 2022 | -7,09 | -3,06 | -0,84 | -3,08 | -1,69 | -9,86 | 9,24 | -6,87 | -9,91 | 3,08 | 6,35 | -0,60 | -23,38% |
| 2023 | 7,27 | 1,37 | -2,90 | 4,33 | -3,12 | 1,89 | 1,21 | -2,04 | -5,25 | -6,01 | 10,86 | 3,95 | +10,64% |
| 2024 | -1,66 | 0,45 | 3,86 | 0,29 | 5,70 | -4,34 | 3,54 | -2,29 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12,39% | 12,51% | 13,21% | 16,29% | 18,24% |
| Sharpe Ratio | 0,38 | 0,72 | 0,46 | -0,46 | 0,04 |
| Bester Monat | +5,70% | +5,70% | +10,86% | +10,86% | +17,23% |
| Schlechtester Monat | -4,34% | -4,34% | -6,01% | -9,91% | -18,93% |
| Maximaler Verlust | -8,31% | -8,31% | -11,71% | -34,04% | -37,44% |
| Outperformance | +1,63% | - | +3,46% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sustainable Equity-European ... | thesaurierend | 120,5500 | +9,50% | -11,57% | |
| JSS Sustainable Equity-European ... | ausschüttend | 120,5400 | +9,49% | -11,58% | |
| JSS Sustainable Equity-European ... | thesaurierend | 124,8100 | +10,16% | -9,97% | |
| JSS Sustainable Equity-European ... | ausschüttend | 120,6300 | +10,15% | -9,97% |
Performance
| lfd. Jahr | +5,27% | ||
|---|---|---|---|
| 6 Monate | +6,07% | ||
| 1 Jahr | +9,50% | ||
| 3 Jahre | -11,57% | ||
| 5 Jahre | +23,46% | ||
| 10 Jahre | - | ||
| seit Beginn | +20,55% | ||
| Jahr | |||
| 2023 | +10,64% | ||
| 2022 | -23,38% | ||
| 2021 | +13,15% | ||
| 2020 | +7,67% | ||
| 2019 | +24,78% | ||
