JSS Sustainable Equity - Green Planet, C EUR dist/ LU1732172694 /
| NAV03.10.2024 | Diff.-0.7800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 145.1800EUR | -0.53% | ausschüttend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | - | 8.81 | 3.11 | - |
| 2021 | 1.75 | 0.91 | 4.64 | 2.42 | 0.02 | 2.75 | 3.72 | 3.57 | -3.68 | 6.20 | 0.85 | 3.70 | +29.96% |
| 2022 | -8.59 | -4.63 | 1.64 | -2.74 | -0.68 | -8.44 | 14.06 | -3.84 | -6.90 | 4.90 | 5.43 | -6.71 | -17.43% |
| 2023 | 6.86 | 0.32 | 0.58 | -3.19 | 2.14 | 3.94 | 1.08 | -3.14 | -3.99 | -7.15 | 9.77 | 5.48 | +12.00% |
| 2024 | -1.24 | 5.83 | 3.01 | -2.73 | 2.45 | 0.58 | 0.78 | -0.68 | 0.52 | -0.44 | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.42% | 13.35% | 12.26% | 15.77% | -% |
| Sharpe Ratio | 0.62 | 0.02 | 1.24 | 0.05 | - |
| Bester Monat | +5.83% | +2.45% | +9.77% | +14.06% | - |
| Schlechtester Monat | -2.73% | -2.73% | -7.15% | -8.59% | - |
| Maximaler Verlust | -8.57% | -8.57% | -8.57% | -23.72% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sustainable Equity - Green P... | thesaurierend | 338.2300 | +19.13% | +14.55% | |
| JSS Sustainable Eq.-Gr.Planet I ... | thesaurierend | 121.4900 | +16.10% | +0.33% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 116.4300 | +19.26% | - | |
| JSS Sustainable Equity - Green P... | ausschüttend | 150.8200 | +19.13% | +14.54% | |
| JSS Sustainable Eq.-Gr.Planet S ... | thesaurierend | 166.2700 | +18.85% | +13.73% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 299.0300 | +17.96% | +11.09% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 329.5300 | +18.43% | +12.54% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 328.0100 | +24.07% | +5.30% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 145.1800 | +18.44% | +12.54% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 299.0200 | +17.96% | +11.09% |
Performance
| lfd. Jahr | +8.10% | ||
|---|---|---|---|
| 6 Monate | +1.77% | ||
| 1 Jahr | +18.44% | ||
| 3 Jahre | +12.54% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +44.07% | ||
| Jahr | |||
| 2023 | +12.00% | ||
| 2022 | -17.43% | ||
| 2021 | +29.96% | ||
