JSS Sustainable Equity - Global Climate 2035 C EUR acc/  LU0950592443  /

Fonds
NAV05.11.2024 Diff.+2.7900 Ertragstyp Ausrichtung Fondsgesellschaft
278.1000EUR +1.01% thesaurierend Aktien weltweit J.S.Sarasin Fd.M. LU 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - - - - - - - 0.72 -
2014 -2.12 2.05 0.11 -0.15 3.64 0.41 0.52 3.48 0.28 0.93 2.47 0.73 +12.88%
2015 3.54 6.85 2.41 -1.44 2.06 -3.64 1.80 -7.69 -4.03 7.33 3.87 -4.87 +5.03%
2016 -5.96 -0.22 1.55 1.52 2.62 -2.39 3.13 -0.17 -0.89 0.73 6.45 2.51 +8.68%
2017 0.30 3.81 0.06 -1.19 -2.71 -0.92 -0.48 -1.29 4.32 1.59 -0.08 0.43 +3.66%
2018 1.85 -1.40 -2.29 1.25 4.73 -0.23 3.53 2.62 0.97 -8.10 0.38 -8.59 -6.09%
2019 6.28 3.71 2.46 5.75 -5.10 4.28 3.31 -0.11 2.07 -0.93 3.84 0.83 +29.14%
2020 0.07 -7.25 -12.81 11.76 4.22 1.41 -1.55 5.12 -1.36 -1.25 7.17 2.33 +5.69%
2021 -0.18 1.33 7.22 1.55 0.36 3.29 1.86 3.25 -4.13 5.92 -0.20 3.66 +26.15%
2022 -6.64 -2.97 1.29 -3.38 -1.92 -6.52 11.83 -4.64 -5.78 5.41 3.57 -7.38 -17.41%
2023 5.18 0.79 0.65 -1.08 2.54 3.32 1.07 -0.91 -2.30 -2.85 6.48 3.33 +16.93%
2024 1.85 3.76 2.54 -2.18 3.13 2.40 0.75 0.25 0.18 -0.55 0.41 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12.10% 13.37% 11.58% 15.66% 18.30%
Sharpe Ratio 1.05 0.47 1.61 0.03 0.30
Bester Monat +3.76% +3.13% +6.48% +11.83% +11.83%
Schlechtester Monat -2.18% -0.55% -2.18% -7.38% -12.81%
Maximaler Verlust -8.18% -8.18% -8.18% -22.40% -32.92%
Outperformance +2.28% - +0.65% +9.28% +2.65%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JSS Sustainable Eq.-Gl.Clim.2035... thesaurierend 126.7900 +21.86% -
JSS Sustainable Equity - Global ... thesaurierend 120.6200 +19.88% -
JSS Sustainable Equity - Global ... thesaurierend 278.1000 +21.58% +11.27%
JSS Sustainable Equity - Global ... ausschüttend 260.7100 +22.19% +10.64%

Performance

lfd. Jahr  
+13.10%
6 Monate  
+4.54%
1 Jahr  
+21.58%
3 Jahre  
+11.27%
5 Jahre  
+50.80%
10 Jahre  
+117.55%
seit Beginn  
+139.15%
Jahr
2023  
+16.93%
2022
  -17.41%
2021  
+26.15%
2020  
+5.69%
2019  
+29.14%
2018
  -6.09%
2017  
+3.66%
2016  
+8.68%
2015  
+5.03%