LGT Sustainable Strategy 3 Years B CHF/ LI0350494782 /
| NAV13/08/2024 | Chg.+4.8500 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 946.4800CHF | +0.52% | reinvestment | Mixed Fund Worldwide | LGT Capital P. (FL) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 0.97 | -0.71 | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 3.98% | 4.04% | 4.12% | 4.76% | 5.28% |
| Ratio de Sharpe | -1.02 | -1.03 | -0.33 | -1.83 | -0.96 |
| Le meilleur mois | +2.40% | +1.46% | +3.08% | +3.08% | +3.43% |
| Le plus défavorable mois | -1.77% | -1.77% | -1.77% | -4.72% | -4.72% |
| Perte maximale | -2.59% | -2.59% | -3.63% | -19.53% | -19.53% |
| Surperformance | +3.39% | - | +3.76% | +6.35% | - |
Toutes les cotations dans CHF
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,366.0900 | +5.96% | -6.54% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,007.5000 | +3.05% | -12.40% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 946.4800 | +2.17% | -14.63% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,155.3300 | +6.02% | -5.74% | |
| LGT Sustainable Strategy 3 Years... | reinvestment | 1,734.9200 | +5.06% | -8.93% |
Performance
| CAD | -0.32% | ||
|---|---|---|---|
| 6 Mois | -0.31% | ||
| 1 An | +2.17% | ||
| 3 Ans | -14.63% | ||
| 5 Ans | -7.50% | ||
| 10 ans | - | ||
| Depuis le début | -6.58% | ||
| Année | |||
| 2023 | +2.02% | ||
| 2022 | -14.80% | ||
| 2021 | +1.08% | ||
| 2020 | +3.67% | ||
| 2019 | +8.74% | ||
| 2018 | -7.84% | ||
