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
| Jan | 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% | ||
