JSS Sustainable Equity - Green Planet P EUR acc/ LU0707700596 /
NAV02.10.2024 | Diff.+0,7300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
300,6400EUR | +0,24% | thesaurierend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
Jän | Feb | Mär | 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 | -0,71 | 0,48 | 0,10 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,43% | 13,30% | 12,26% | 15,74% | 18,62% |
Sharpe Ratio | 0,65 | 0,03 | 1,14 | 0,03 | 0,35 |
Bester Monat | +5,79% | +2,41% | +9,74% | +14,02% | +14,02% |
Schlechtester Monat | -2,77% | -2,77% | -7,18% | -8,64% | -14,36% |
Maximaler Verlust | -8,58% | -8,58% | -8,58% | -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 | 340,0500 | +18,36% | +15,16% | |
JSS Sustainable Eq.-Gr.Planet I ... | thesaurierend | 121,9200 | +15,17% | +0,69% | |
JSS Sustainable Equity - Green P... | thesaurierend | 117,0500 | +18,48% | - | |
JSS Sustainable Equity - Green P... | ausschüttend | 151,6300 | +18,36% | +15,16% | |
JSS Sustainable Eq.-Gr.Planet S ... | thesaurierend | 167,1600 | +18,08% | +14,34% | |
JSS Sustainable Equity - Green P... | thesaurierend | 300,6400 | +17,19% | +11,69% | |
JSS Sustainable Equity - Green P... | thesaurierend | 331,3000 | +17,67% | +13,15% | |
JSS Sustainable Equity - Green P... | ausschüttend | 330,3200 | +23,22% | +6,04% | |
JSS Sustainable Equity - Green P... | ausschüttend | 145,9600 | +17,66% | +13,15% | |
JSS Sustainable Equity - Green P... | ausschüttend | 300,6400 | +17,19% | +11,69% |
Performance
lfd. Jahr | +8,35% | ||
---|---|---|---|
6 Monate | +1,82% | ||
1 Jahr | +17,19% | ||
3 Jahre | +11,69% | ||
5 Jahre | +58,90% | ||
10 Jahre | +117,05% | ||
seit Beginn | +225,30% | ||
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% |