JSS Sustainable Equity - Global Climate 2035 M CHF acc/ LU2499280894 /
| NAV05/11/2024 | Chg.+1.4600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 120.6200CHF | +1.23% | reinvestment | Equity Worldwide | J.S.Sarasin Fd.M. LU ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | -3.54 | -7.35 | 8.22 | 2.81 | -6.69 | - |
| 2023 | 6.37 | 0.49 | 0.58 | -1.98 | 1.79 | 3.56 | -0.94 | -0.52 | -1.21 | -3.43 | 5.11 | 1.35 | +11.24% |
| 2024 | 2.17 | 6.19 | 4.76 | -1.29 | 3.08 | 0.78 | -0.27 | -1.06 | 0.51 | -0.74 | 1.83 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.26% | 16.25% | 13.45% | -% | -% |
| Sharpe ratio | 1.21 | 0.13 | 1.36 | - | - |
| Best month | +6.19% | +3.08% | +6.19% | +8.22% | - |
| Worst month | -1.29% | -1.06% | -1.29% | -7.35% | - |
| Maximum loss | -12.15% | -12.15% | -12.15% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| JSS Sustainable Eq.-Gl.Clim.2035... | reinvestment | 126.7900 | +23.10% | - | |
| JSS Sustainable Equity - Global ... | reinvestment | 120.6200 | +21.35% | - | |
| JSS Sustainable Equity - Global ... | reinvestment | 278.1000 | +22.81% | +12.34% | |
| JSS Sustainable Equity - Global ... | paying dividend | 260.7100 | +22.19% | +10.64% |
Performance
| YTD | +16.86% | ||
|---|---|---|---|
| 6 Months | +2.55% | ||
| 1 Year | +21.35% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +20.62% | ||
| Year | |||
| 2023 | +11.24% | ||
