LGT Sustainable Strategy 3 Years B CHF/ LI0350494782 /
| NAV12/07/2024 | Diferencia+2.8600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 952.2200CHF | +0.30% | reinvestment | Mixed Fund Worldwide | LGT Capital P. (FL) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | -0.49 | 1.40 | 0.31 | 0.21 | 0.87 | -0.12 | 0.63 | - |
| 2018 | -0.22 | -1.86 | 0.24 | 0.71 | -0.74 | -0.74 | 1.19 | -1.66 | -0.02 | -2.40 | 0.53 | -3.06 | -7.84% |
| 2019 | 3.59 | 0.67 | 1.01 | 1.46 | -1.78 | 2.00 | 0.72 | 0.15 | 0.09 | 0.15 | 0.33 | 0.10 | +8.74% |
| 2020 | 0.50 | -1.48 | -4.61 | 3.43 | 1.15 | 0.60 | 1.27 | 0.53 | -0.28 | -1.29 | 2.88 | 1.15 | +3.67% |
| 2021 | -1.00 | -0.67 | 1.68 | 1.06 | 0.58 | 0.37 | 0.56 | 0.20 | -2.16 | 0.11 | -0.70 | 1.13 | +1.08% |
| 2022 | -2.14 | -1.67 | -0.81 | -2.79 | -1.26 | -3.87 | 3.01 | -2.41 | -4.72 | 0.59 | 2.84 | -2.36 | -14.80% |
| 2023 | 2.92 | -2.28 | 0.62 | 0.05 | -1.29 | 0.26 | 0.43 | -0.79 | -1.60 | -1.63 | 3.08 | 2.40 | +2.02% |
| 2024 | -0.21 | -0.11 | 1.46 | -1.77 | 0.38 | -0.28 | 1.38 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 3.53% | 3.48% | 3.85% | 4.67% | 5.26% |
| Índice de Sharpe | -0.60 | -0.45 | -0.20 | -1.79 | -0.99 |
| El mes mejor | +2.40% | +1.46% | +3.08% | +3.08% | +3.43% |
| El mes peor | -1.77% | -1.77% | -1.77% | -4.72% | -4.72% |
| Pérdida máxima | -2.38% | -2.38% | -4.45% | -19.53% | -19.53% |
| Rendimiento superior | +3.39% | - | +3.76% | +6.35% | - |
Todas las cotizaciones en CHF
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,365.3700 | +5.79% | -6.15% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,012.8500 | +3.77% | -11.20% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 952.2200 | +2.88% | -13.46% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,153.3400 | +6.07% | -5.27% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,735.3199 | +4.89% | -8.54% |
Performance
| Año hasta la fecha | +0.80% | ||
|---|---|---|---|
| 6 Meses | +1.05% | ||
| Promedio móvil | +2.88% | ||
| 3 Años | -13.46% | ||
| 5 Años | -7.43% | ||
| 10 Años | - | ||
| Desde el principio | -5.53% | ||
| Año | |||
| 2023 | +2.02% | ||
| 2022 | -14.80% | ||
| 2021 | +1.08% | ||
| 2020 | +3.67% | ||
| 2019 | +8.74% | ||
| 2018 | -7.84% | ||
