JSS Sustainable Equity - Green Planet P EUR acc/ LU0707700596 /
| NAV27.08.2024 | Diff.+0,3400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 294,4000EUR | +0,12% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | - | - | - | - | - | - | - | 1,72 | - |
| 2012 | 5,27 | 1,82 | 1,37 | 0,58 | -2,58 | 2,39 | 3,78 | -0,56 | 0,83 | -0,70 | 2,26 | 2,36 | +17,88% |
| 2013 | 1,76 | 6,06 | 3,50 | -2,15 | 3,76 | -4,26 | 3,85 | -1,22 | 3,43 | 3,86 | 2,39 | 1,72 | +24,63% |
| 2014 | -0,54 | 4,13 | 0,15 | -1,88 | 1,35 | 1,44 | -2,99 | 2,71 | -1,67 | 1,04 | -0,12 | 2,67 | +6,22% |
| 2015 | 4,68 | 4,47 | 3,21 | -1,89 | 3,11 | -4,02 | 0,48 | -7,09 | -1,72 | 9,66 | 6,10 | -4,63 | +11,57% |
| 2016 | -3,71 | -0,95 | 2,27 | 2,36 | 3,83 | 0,31 | 1,57 | -0,48 | 0,89 | -1,69 | 4,34 | -0,31 | +8,45% |
| 2017 | 0,27 | 2,70 | 1,23 | 0,88 | -2,42 | -1,39 | -1,06 | -0,28 | 3,66 | 4,30 | 0,73 | -0,81 | +7,83% |
| 2018 | -0,17 | -2,65 | -2,42 | 0,42 | 4,15 | -2,45 | 2,26 | 0,95 | -1,22 | -8,26 | 1,13 | -8,50 | -16,25% |
| 2019 | 5,79 | 4,59 | 3,01 | 3,17 | -4,89 | 5,89 | 1,53 | -0,25 | 1,53 | -0,14 | 1,96 | 1,87 | +26,31% |
| 2020 | 3,08 | -7,22 | -14,36 | 9,66 | 4,72 | 0,98 | 3,10 | 4,03 | 1,19 | 0,20 | 8,75 | 3,05 | +15,73% |
| 2021 | 1,70 | 0,86 | 4,58 | 2,37 | -0,03 | 2,69 | 3,66 | 3,51 | -3,74 | 6,15 | 0,80 | 3,63 | +29,12% |
| 2022 | -8,64 | -4,67 | 1,61 | -2,76 | -0,72 | -8,46 | 14,02 | -3,87 | -6,93 | 4,86 | 5,39 | -6,74 | -17,79% |
| 2023 | 6,83 | 0,29 | 0,55 | -3,21 | 2,10 | 3,91 | 1,04 | -3,18 | -4,02 | -7,18 | 9,74 | 5,45 | +11,56% |
| 2024 | -1,27 | 5,79 | 2,98 | -2,77 | 2,41 | 0,55 | 0,75 | -2,21 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12,26% | 12,62% | 12,03% | 15,70% | 18,58% |
| Sharpe Ratio | 0,49 | 0,04 | 0,56 | -0,14 | 0,32 |
| Bester Monat | +5,79% | +5,79% | +9,74% | +14,02% | +14,02% |
| Schlechtester Monat | -2,77% | -2,77% | -7,18% | -8,64% | -14,36% |
| Maximaler Verlust | -8,58% | -8,58% | -12,26% | -23,95% | -34,83% |
| Outperformance | +7,73% | - | +7,59% | +0,26% | -2,02% |
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 | +6,10% | ||
|---|---|---|---|
| 6 Monate | +1,96% | ||
| 1 Jahr | +10,28% | ||
| 3 Jahre | +3,95% | ||
| 5 Jahre | +56,78% | ||
| 10 Jahre | +103,92% | ||
| seit Beginn | +218,55% | ||
| Jahr | |||
| 2023 | +11,56% | ||
| 2022 | -17,79% | ||
| 2021 | +29,12% | ||
| 2020 | +15,73% | ||
| 2019 | +26,31% | ||
| 2018 | -16,25% | ||
| 2017 | +7,83% | ||
| 2016 | +8,45% | ||
| 2015 | +11,57% | ||
