JSS Sustainable Equity - Global Climate 2035 C EUR acc/ LU0950592443 /
| NAV23.07.2024 | Diff.+1,0800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 274,9000EUR | +0,39% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mrz | 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 | 0,88 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,56% | 9,81% | 10,32% | 15,15% | 18,24% |
| Sharpe Ratio | 2,18 | 1,78 | 1,34 | 0,13 | 0,29 |
| Bester Monat | +3,76% | +3,76% | +6,48% | +11,83% | +11,83% |
| Schlechtester Monat | -2,18% | -2,18% | -2,85% | -7,38% | -12,81% |
| Maximaler Verlust | -4,51% | -4,51% | -7,69% | -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 | 125,2500 | +17,80% | - | |
| JSS Sustainable Equity - Global ... | thesaurierend | 122,0600 | +19,78% | - | |
| JSS Sustainable Equity - Global ... | thesaurierend | 274,9000 | +17,52% | +17,91% | |
| JSS Sustainable Equity - Global ... | ausschüttend | 258,0900 | +16,94% | +16,06% |
Performance
| lfd. Jahr | +12,93% | ||
|---|---|---|---|
| 6 Monate | +10,04% | ||
| 1 Jahr | +17,52% | ||
| 3 Jahre | +17,91% | ||
| 5 Jahre | +53,45% | ||
| 10 Jahre | +123,02% | ||
| seit Beginn | +138,79% | ||
| 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% | ||
