LGT Sustainable Strategy 3 Years B CHF/ LI0350494782 /
NAV12/07/2024 | Var.+2.8600 | Type of yield | Focus sugli investimenti | Società d'investimento |
---|---|---|---|---|
952.2200CHF | +0.30% | reinvestment | Mixed Fund Worldwide | LGT Capital P. (FL) ▶ |
Performance mensile
gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | - | - | - | - | - | - |
Calculated values
YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
---|---|---|---|---|---|
Volatilità | 3.53% | 3.48% | 3.85% | 4.67% | 5.26% |
Indice di Sharpe | -0.60 | -0.45 | -0.20 | -1.79 | -0.99 |
Mese migliore | +2.40% | +1.46% | +3.08% | +3.08% | +3.43% |
Mese peggiore | -1.77% | -1.77% | -1.77% | -4.72% | -4.72% |
Perdita massima | -2.38% | -2.38% | -4.45% | -19.53% | -19.53% |
Outperformance | +3.39% | - | +3.76% | +6.35% | - |
Tutte le quotazioni in CHF
Tranches
Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
---|---|---|---|---|---|
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% |
Prestazione
YTD | +0.80% | ||
---|---|---|---|
6 mesi | +1.05% | ||
1 anno | +2.88% | ||
3 anni | -13.46% | ||
5 anni | -7.43% | ||
10 anni | - | ||
Dall'inizio | -5.53% | ||
Anno | |||
2023 | +2.02% | ||
2022 | -14.80% | ||
2021 | +1.08% | ||
2020 | +3.67% | ||
2019 | +8.74% | ||
2018 | -7.84% |