RH&P Global Sustainability Fund/ LU1800000033 /
| NAV29.10.2024 | Diff.-2.2000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 140.3000CHF | -1.54% | thesaurierend | Aktien weltweit | FundPartner Sol.(EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | 3.43 | 1.27 | 0.06 | -7.40 | 0.07 | -7.00 | - |
| 2019 | 4.24 | 5.18 | -0.40 | 4.85 | -4.51 | 1.77 | 3.35 | -5.21 | 3.36 | 2.37 | 3.54 | 1.84 | +21.62% |
| 2020 | 2.64 | -4.53 | -12.54 | 6.01 | 4.59 | 2.48 | 2.17 | 7.34 | -2.56 | -0.55 | 2.93 | 1.26 | +7.85% |
| 2021 | 3.23 | 1.09 | 1.98 | 2.70 | -2.02 | 4.03 | 0.58 | 1.44 | -4.62 | 3.69 | 1.81 | 5.26 | +20.47% |
| 2022 | -9.89 | -0.49 | 3.91 | -8.04 | -1.16 | -7.09 | 1.70 | 1.60 | -7.03 | 6.09 | 1.34 | -3.18 | -21.33% |
| 2023 | 4.41 | -1.86 | -0.63 | 1.83 | 2.41 | 0.60 | 1.64 | -0.63 | -3.07 | -1.51 | 5.06 | 1.63 | +9.96% |
| 2024 | 5.15 | 5.05 | 5.26 | -2.44 | 5.90 | 2.23 | -6.25 | 2.08 | -1.30 | -0.68 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.88% | 16.01% | 12.90% | 15.23% | 15.19% |
| Sharpe Ratio | 1.13 | 0.10 | 1.52 | -0.09 | 0.22 |
| Bester Monat | +5.90% | +5.90% | +5.90% | +6.09% | +7.34% |
| Schlechtester Monat | -6.25% | -6.25% | -6.25% | -9.89% | -12.54% |
| Maximaler Verlust | -11.97% | -11.97% | -11.97% | -25.16% | -25.16% |
| Outperformance | +8.74% | - | +10.41% | - | - |
Alle Kurse in CHF
Performance
| lfd. Jahr | +15.21% | ||
|---|---|---|---|
| 6 Monate | +2.30% | ||
| 1 Jahr | +22.42% | ||
| 3 Jahre | +5.31% | ||
| 5 Jahre | +36.55% | ||
| 10 Jahre | - | ||
| seit Beginn | +40.30% | ||
| Jahr | |||
| 2023 | +9.96% | ||
| 2022 | -21.33% | ||
| 2021 | +20.47% | ||
| 2020 | +7.85% | ||
| 2019 | +21.62% | ||
