RH&P Global Sustainability Fund/ LU1800000033 /
| NAV20.08.2024 | Diff.+4,2400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 143,6200CHF | +3,04% | thesaurierend | Aktien weltweit | FundPartner Sol.(EU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | 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 | 2,44 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14,32% | 15,34% | 12,76% | 15,14% | 15,18% |
| Sharpe Ratio | 1,83 | 0,96 | 1,54 | -0,04 | 0,29 |
| 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 | +17,93% | ||
|---|---|---|---|
| 6 Monate | +8,73% | ||
| 1 Jahr | +23,10% | ||
| 3 Jahre | +8,84% | ||
| 5 Jahre | +46,66% | ||
| 10 Jahre | - | ||
| seit Beginn | +43,62% | ||
| Jahr | |||
| 2023 | +9,96% | ||
| 2022 | -21,33% | ||
| 2021 | +20,47% | ||
| 2020 | +7,85% | ||
| 2019 | +21,62% | ||
