JSS Sustainable Equity - Green Planet C EUR acc/ LU0950593250 /
NAV27.08.2024 | Diff.+0,3900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
324,3000EUR | +0,12% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2014 | -0,51 | 4,19 | 0,21 | -1,80 | 1,41 | 1,50 | -2,93 | 2,76 | -1,61 | 1,10 | -0,07 | 2,72 | +6,95% |
2015 | 4,75 | 4,52 | 3,27 | -1,84 | 3,17 | -3,96 | 0,53 | -7,04 | -1,66 | 9,72 | 6,16 | -4,57 | +12,35% |
2016 | -3,66 | -0,89 | 2,33 | 2,42 | 3,89 | 0,37 | 1,63 | -0,42 | 0,95 | -1,63 | 4,39 | -0,25 | +9,20% |
2017 | 0,33 | 2,75 | 1,29 | 0,93 | -2,36 | -1,34 | -1,00 | -0,22 | 3,72 | 4,36 | 0,78 | -0,76 | +8,58% |
2018 | -0,11 | -2,60 | -2,38 | 0,49 | 4,21 | -2,40 | 2,32 | 1,01 | -1,16 | -8,20 | 1,19 | -8,45 | -15,67% |
2019 | 5,85 | 4,65 | 3,06 | 3,23 | -4,83 | 5,94 | 1,60 | -0,19 | 1,59 | -0,09 | 2,02 | 1,94 | +27,19% |
2020 | 3,14 | -7,17 | -14,31 | 9,72 | 4,77 | 1,05 | 3,16 | 4,08 | 1,25 | 0,25 | 8,81 | 3,11 | +16,52% |
2021 | 1,75 | 0,91 | 4,64 | 2,42 | 0,03 | 2,75 | 3,72 | 3,57 | -3,68 | 6,20 | 0,85 | 3,69 | +29,96% |
2022 | -8,59 | -4,63 | 1,65 | -2,73 | -0,69 | -8,43 | 14,05 | -3,84 | -6,90 | 4,89 | 5,43 | -6,71 | -17,43% |
2023 | 6,87 | 0,32 | 0,58 | -3,18 | 2,13 | 3,95 | 1,08 | -3,14 | -3,99 | -7,15 | 9,77 | 5,48 | +12,01% |
2024 | -1,24 | 5,83 | 3,02 | -2,74 | 2,45 | 0,58 | 0,78 | -2,18 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,26% | 12,61% | 12,03% | 15,70% | 18,58% |
Sharpe Ratio | 0,53 | 0,07 | 0,60 | -0,11 | 0,35 |
Bester Monat | +5,83% | +5,83% | +9,77% | +14,05% | +14,05% |
Schlechtester Monat | -2,74% | -2,74% | -7,15% | -8,59% | -14,31% |
Maximaler Verlust | -8,56% | -8,56% | -12,21% | -23,72% | -34,79% |
Outperformance | +4,24% | - | +9,21% | +12,32% | +7,93% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JSS Sustainable Equity - Green P... | thesaurierend | 332,6700 | +11,38% | +7,18% | |
JSS Sustainable Eq.-Gr.Planet I ... | thesaurierend | 119,5600 | +9,64% | -6,32% | |
JSS Sustainable Equity - Green P... | thesaurierend | 114,5000 | +11,49% | - | |
JSS Sustainable Equity - Green P... | ausschüttend | 148,3400 | +11,38% | +7,17% | |
JSS Sustainable Eq.-Gr.Planet S ... | thesaurierend | 163,5700 | +11,11% | +6,45% | |
JSS Sustainable Equity - Green P... | thesaurierend | 294,4000 | +10,28% | +3,95% | |
JSS Sustainable Equity - Green P... | thesaurierend | 324,3000 | +10,73% | +5,34% | |
JSS Sustainable Equity - Green P... | ausschüttend | 327,2900 | +13,97% | -1,51% | |
JSS Sustainable Equity - Green P... | ausschüttend | 142,8800 | +10,73% | +5,35% | |
JSS Sustainable Equity - Green P... | ausschüttend | 294,4000 | +10,29% | +3,95% |
Performance
lfd. Jahr | +6,38% | ||
---|---|---|---|
6 Monate | +2,16% | ||
1 Jahr | +10,73% | ||
3 Jahre | +5,34% | ||
5 Jahre | +61,01% | ||
10 Jahre | +116,81% | ||
seit Beginn | +128,24% | ||
Jahr | |||
2023 | +12,01% | ||
2022 | -17,43% | ||
2021 | +29,96% | ||
2020 | +16,52% | ||
2019 | +27,19% | ||
2018 | -15,67% | ||
2017 | +8,58% | ||
2016 | +9,20% | ||
2015 | +12,35% |