JSS Sustainable Equity - Green Planet P EUR dist/ LU0333595436 /
| NAV04.11.2024 | Diff.+0,5900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 293,5300EUR | +0,20% | ausschüttend | Aktien weltweit | J.S.Sarasin Fd.M. LU ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | -7,73 | 0,93 | -5,34 | 1,89 | 4,03 | -8,52 | -1,80 | 4,45 | -9,98 | -14,77 | -4,10 | -0,37 | -35,73% |
| 2009 | -2,49 | -7,29 | 2,09 | 14,11 | 2,02 | 3,25 | 5,09 | 3,41 | 3,66 | -3,31 | 1,63 | 8,30 | +33,00% |
| 2010 | -0,34 | 3,52 | 5,86 | 2,08 | -2,35 | -0,14 | 1,66 | -1,81 | 2,97 | 2,16 | 5,71 | 6,15 | +28,08% |
| 2011 | -3,56 | 0,34 | 0,03 | 0,27 | 1,33 | -3,60 | -2,99 | -6,68 | -4,61 | 3,77 | 0,18 | 1,73 | -13,43% |
| 2012 | 5,25 | 1,82 | 1,37 | 0,59 | -2,58 | 2,38 | 3,79 | -0,57 | 0,83 | -0,70 | 2,26 | 2,36 | +17,87% |
| 2013 | 1,76 | 6,06 | 3,50 | -2,15 | 3,76 | -4,26 | 3,86 | -1,22 | 3,44 | 3,85 | 2,39 | 1,72 | +24,63% |
| 2014 | -0,54 | 4,13 | 0,15 | -1,89 | 1,34 | 1,45 | -2,99 | 2,71 | -1,67 | 1,04 | -0,12 | 2,66 | +6,20% |
| 2015 | 4,68 | 4,47 | 3,20 | -1,89 | 3,12 | -4,02 | 0,47 | -7,09 | -1,72 | 9,66 | 6,10 | -4,63 | +11,58% |
| 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 | 0,26 | 2,70 | 1,23 | 0,88 | -2,42 | -1,39 | -1,06 | -0,28 | 3,66 | 4,30 | 0,72 | -0,81 | +7,83% |
| 2018 | -0,17 | -2,65 | -2,43 | 0,43 | 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 | 1,88 | +26,31% |
| 2020 | 3,08 | -7,22 | -14,36 | 9,66 | 4,71 | 0,98 | 3,10 | 4,03 | 1,20 | 0,19 | 8,75 | 3,05 | +15,73% |
| 2021 | 1,70 | 0,86 | 4,57 | 2,37 | -0,03 | 2,69 | 3,66 | 3,51 | -3,73 | 6,15 | 0,79 | 3,64 | +29,12% |
| 2022 | -8,64 | -4,68 | 1,61 | -2,76 | -0,72 | -8,47 | 14,02 | -3,88 | -6,93 | 4,86 | 5,39 | -6,73 | -17,79% |
| 2023 | 6,83 | 0,29 | 0,54 | -3,21 | 2,09 | 3,91 | 1,04 | -3,17 | -4,02 | -7,18 | 9,73 | 5,45 | +11,56% |
| 2024 | -1,28 | 5,79 | 2,98 | -2,77 | 2,42 | 0,55 | 0,74 | -0,71 | 0,49 | -2,47 | 0,20 | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12,30% | 13,63% | 11,88% | 15,74% | 18,62% |
| Sharpe Ratio | 0,31 | -0,39 | 1,38 | -0,21 | 0,29 |
| Bester Monat | +5,79% | +2,42% | +9,73% | +14,02% | +14,02% |
| Schlechtester Monat | -2,77% | -2,47% | -2,77% | -8,64% | -14,36% |
| Maximaler Verlust | -8,58% | -8,58% | -8,58% | -23,96% | -34,83% |
| Outperformance | +2,52% | - | +5,96% | +10,00% | +0,38% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JSS Sustainable Equity - Green P... | thesaurierend | 332,3100 | +20,52% | +2,22% | |
| JSS Sustainable Eq.-Gr.Planet I ... | thesaurierend | 119,3500 | +17,57% | -8,79% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 114,4000 | +20,64% | - | |
| JSS Sustainable Equity - Green P... | ausschüttend | 148,1800 | +20,52% | +2,21% | |
| JSS Sustainable Eq.-Gr.Planet S ... | thesaurierend | 163,3300 | +20,24% | +1,49% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 293,5400 | +19,33% | -0,85% | |
| JSS Sustainable Equity - Green P... | thesaurierend | 323,5900 | +19,81% | +0,43% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 318,5000 | +21,05% | -6,41% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 142,5600 | +19,81% | +0,43% | |
| JSS Sustainable Equity - Green P... | ausschüttend | 293,5300 | +19,34% | -0,85% |
Performance
| lfd. Jahr | +5,79% | ||
|---|---|---|---|
| 6 Monate | -1,11% | ||
| 1 Jahr | +19,34% | ||
| 3 Jahre | -0,85% | ||
| 5 Jahre | +50,45% | ||
| 10 Jahre | +107,97% | ||
| seit Beginn | +194,23% | ||
| 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 | +11,58% | ||
Ausschüttungen
| 14.10.2010 | 0,23 EUR |
