LGT Sustainable Equity Fund Global USD I1/ LI0148540474 /
NAV03.10.2024 | Diff.-8,1699 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
3.202,8101USD | -0,25% | thesaurierend | Aktien weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | 4,58 | -0,36 | 2,70 | 2,80 | 1,31 | -2,65 | 4,65 | -2,09 | 4,82 | 4,70 | 1,32 | -1,01 | +22,38% |
2017 | - | - | - | - | - | - | 52,29 | -0,04 | 1,91 | -0,53 | 2,35 | 2,79 | - |
2018 | 2,64 | -4,88 | -0,12 | 1,76 | -0,17 | 0,33 | 3,10 | 0,63 | 0,19 | -5,99 | 2,52 | -6,96 | -7,35% |
2019 | 7,05 | 2,59 | 0,08 | 5,08 | -4,68 | 6,12 | 0,63 | -0,53 | 0,06 | 2,50 | 2,19 | 3,67 | +27,06% |
2020 | -0,97 | -8,07 | -10,66 | 12,15 | 2,15 | 3,46 | 3,11 | 3,90 | -2,91 | -2,49 | 12,14 | 5,43 | +15,60% |
2021 | -0,96 | 1,77 | 5,06 | 4,69 | 1,99 | -1,69 | 0,43 | -0,70 | -3,29 | 1,68 | -2,98 | 6,95 | +13,10% |
2022 | -3,64 | 0,96 | 0,73 | -7,03 | 0,42 | -7,03 | 4,11 | -5,14 | -7,93 | 4,25 | 8,88 | -3,83 | -15,56% |
2023 | 7,25 | -3,59 | 1,55 | 3,57 | -4,26 | 3,21 | 1,50 | -3,33 | -3,84 | -2,63 | 10,47 | 4,89 | +14,40% |
2024 | 0,20 | -0,64 | 2,86 | -3,51 | 2,54 | 1,36 | 2,12 | 2,55 | 2,08 | -1,44 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 10,90% | 11,23% | 11,05% | 13,92% | 15,78% |
Sharpe Ratio | 0,72 | 1,08 | 1,94 | 0,02 | 0,34 |
Bester Monat | +4,89% | +2,55% | +10,47% | +10,47% | +12,15% |
Schlechtester Monat | -3,51% | -3,51% | -3,51% | -7,93% | -10,66% |
Maximaler Verlust | -5,25% | -5,16% | -5,25% | -24,01% | -30,93% |
Outperformance | -4,06% | - | -6,61% | - | - |
Alle Kurse in USD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
LGT Sustainable Equity Fund Glob... | thesaurierend | 3.202,8101 | +24,71% | +10,86% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 2.008,7400 | +18,56% | +16,95% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 5.472,2500 | +19,39% | +19,43% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 2.866,6201 | +23,60% | +7,94% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 2.666,3000 | +14,56% | -0,25% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 2.193,4700 | +18,51% | +16,81% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 2.104,3101 | +15,54% | +2,32% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 1.614,9000 | +24,66% | +10,73% | |
LGT Sustainable Equity Fund Glob... | ausschüttend | 937,3900 | +23,60% | +7,94% | |
LGT Sustainable Equity Fund Glob... | thesaurierend | 4.046,8201 | +17,51% | +13,87% |
Performance
lfd. Jahr | +8,21% | ||
---|---|---|---|
6 Monate | +7,45% | ||
1 Jahr | +24,71% | ||
3 Jahre | +10,86% | ||
5 Jahre | +50,99% | ||
10 Jahre | - | ||
seit Beginn | +220,28% | ||
Jahr | |||
2023 | +14,40% | ||
2022 | -15,56% | ||
2021 | +13,10% | ||
2020 | +15,60% | ||
2019 | +27,06% | ||
2018 | -7,35% |