Swisscanto (LU) Bond Fund Sustainable Global Aggregate GT/ LU0899938731 /
| NAV29.07.2024 | Diff.+0,4100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 99,1400CHF | +0,42% | thesaurierend | Anleihen weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | -1,56 | -2,73 | - |
| 2014 | 3,57 | -1,81 | 0,01 | 0,73 | 1,97 | -0,26 | 1,90 | 1,63 | 1,10 | 0,76 | -0,03 | 2,90 | +13,07% |
| 2015 | -6,53 | 1,09 | 1,71 | -3,04 | -1,36 | -1,42 | 3,60 | 0,34 | 2,46 | 0,48 | 2,40 | -1,94 | -2,61% |
| 2016 | 4,01 | -0,08 | -1,97 | 1,04 | 2,56 | 1,74 | -0,21 | 0,88 | -0,87 | -1,68 | -1,63 | -0,84 | +2,80% |
| 2017 | -1,97 | 2,01 | 0,11 | 0,79 | -1,32 | -1,33 | 1,99 | 0,80 | -0,66 | 2,69 | -0,44 | -0,50 | +2,06% |
| 2018 | -3,63 | 0,74 | 2,52 | 1,84 | -1,52 | 0,54 | -0,37 | -2,38 | 0,18 | 1,76 | -0,63 | 0,55 | -0,57% |
| 2019 | 2,34 | -0,17 | 1,36 | 2,04 | 0,27 | -0,62 | 1,36 | 2,46 | -0,43 | -0,19 | 0,47 | -2,59 | +6,36% |
| 2020 | 1,13 | 0,92 | -3,61 | 2,04 | 0,39 | -0,30 | -0,53 | -1,17 | 1,58 | -0,17 | 0,91 | -1,07 | -0,01% |
| 2021 | -0,25 | 0,15 | 2,17 | -1,66 | -0,68 | 1,95 | -0,76 | 0,54 | 0,16 | -2,62 | 0,66 | -1,44 | -1,87% |
| 2022 | -0,20 | -2,82 | -2,37 | -0,51 | -1,01 | -3,88 | 2,08 | -1,33 | -4,88 | 1,41 | 0,45 | -2,81 | -14,98% |
| 2023 | 2,70 | -1,03 | -0,15 | -1,86 | 0,73 | -2,03 | -2,30 | 0,51 | 0,30 | -1,47 | 0,59 | 1,00 | -3,11% |
| 2024 | 0,47 | 1,30 | 2,97 | -0,88 | -0,09 | -0,43 | 0,71 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 4,89% | 4,85% | 5,37% | 6,20% | 5,74% |
| Sharpe Ratio | 0,73 | 0,81 | 0,26 | -1,53 | -1,24 |
| Bester Monat | +2,97% | +2,97% | +2,97% | +2,97% | +2,97% |
| Schlechtester Monat | -0,88% | -0,88% | -2,30% | -4,88% | -4,88% |
| Maximaler Verlust | -2,70% | -2,70% | -4,01% | -24,22% | -24,68% |
| Outperformance | +2,26% | - | -0,83% | +7,57% | +1,15% |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)B.Fd.Sustainable G... | thesaurierend | 89,3900 | +4,84% | -16,89% | |
| Swisscanto(LU)B.Fd.Sustainable G... | thesaurierend | 83,7700 | +4,92% | -16,69% | |
| Swisscanto (LU) Bond Fund Sustai... | thesaurierend | 89,6600 | +5,40% | - | |
| Swisscanto (LU) Bond Fund Sustai... | thesaurierend | 99,1400 | +5,00% | -16,51% | |
| Swisscanto(LU)B.Fd.Sustainable G... | thesaurierend | 92,4300 | +4,76% | -17,10% | |
| Swisscanto (LU) Bond Fund Sustai... | thesaurierend | 94,7800 | +4,36% | -18,02% | |
| Swisscanto (LU) Bond Fund Sustai... | ausschüttend | 63,1000 | +4,37% | -18,02% |
Performance
| lfd. Jahr | +4,06% | ||
|---|---|---|---|
| 6 Monate | +3,71% | ||
| 1 Jahr | +5,00% | ||
| 3 Jahre | -16,51% | ||
| 5 Jahre | -16,17% | ||
| 10 Jahre | -3,49% | ||
| seit Beginn | -1,13% | ||
| Jahr | |||
| 2023 | -3,11% | ||
| 2022 | -14,98% | ||
| 2021 | -1,87% | ||
| 2020 | -0,01% | ||
| 2019 | +6,36% | ||
| 2018 | -0,57% | ||
| 2017 | +2,06% | ||
| 2016 | +2,80% | ||
| 2015 | -2,61% | ||
