Swisscanto(LU)Eq.Fd.Resp.Eur.Top Div.BT/ LU0999463770 /
NAV26.07.2024 | Diff.+0,8700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
132,2400EUR | +0,66% | thesaurierend | Aktien Europa | Swisscanto AM Int. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | 5,36 | - |
2017 | -0,25 | 2,17 | 3,45 | 0,61 | 2,74 | -2,96 | -0,26 | -1,70 | 4,10 | 1,71 | -1,62 | 1,51 | +9,64% |
2018 | 1,36 | -2,98 | -1,37 | 5,21 | -0,31 | -0,63 | 3,67 | -2,43 | 0,88 | -3,71 | -1,34 | -5,58 | -7,46% |
2019 | 5,54 | 3,20 | 1,54 | 2,92 | -7,25 | 2,98 | -1,58 | -2,54 | 6,25 | 0,75 | 3,19 | 1,80 | +17,26% |
2020 | -3,10 | -10,86 | -14,03 | 4,53 | 1,98 | 3,37 | -2,40 | 3,86 | -3,71 | -5,21 | 15,07 | 1,03 | -12,00% |
2021 | 0,98 | 2,49 | 6,69 | 0,40 | 2,34 | 1,59 | -0,04 | 2,42 | -1,72 | 2,94 | -2,17 | 5,78 | +23,56% |
2022 | 2,46 | -2,48 | -0,37 | 1,37 | 1,59 | -7,96 | 3,52 | -3,76 | -5,58 | 6,53 | 6,16 | -3,49 | -3,12% |
2023 | 5,05 | 1,60 | -0,64 | 3,03 | -4,44 | 1,86 | 2,14 | -1,14 | 0,88 | -2,14 | 3,09 | 1,63 | +11,08% |
2024 | 0,52 | -1,47 | 4,44 | 1,09 | 2,83 | -1,88 | 2,00 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 8,32% | 8,47% | 8,58% | 12,13% | 16,94% |
Sharpe Ratio | 1,22 | 1,26 | 0,76 | 0,31 | 0,15 |
Bester Monat | +4,44% | +4,44% | +4,44% | +6,53% | +15,07% |
Schlechtester Monat | -1,88% | -1,88% | -2,14% | -7,96% | -14,03% |
Maximaler Verlust | -3,04% | -3,04% | -4,99% | -15,69% | -36,38% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 179,8400 | +11,36% | +28,29% | |
Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | ausschüttend | 124,3000 | +10,37% | +24,78% | |
Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 246,4400 | +10,52% | +25,37% | |
Swisscanto (LU) Equity Fund Resp... | ausschüttend | 131,4700 | +9,45% | +21,70% | |
Swisscanto (LU) Equity Fund Resp... | thesaurierend | 202,5900 | +9,44% | +21,70% | |
Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 132,2400 | +10,17% | +24,18% |
Performance
lfd. Jahr | +7,61% | ||
---|---|---|---|
6 Monate | +6,92% | ||
1 Jahr | +10,17% | ||
3 Jahre | +24,18% | ||
5 Jahre | +34,86% | ||
10 Jahre | - | ||
seit Beginn | +58,24% | ||
Jahr | |||
2023 | +11,08% | ||
2022 | -3,12% | ||
2021 | +23,56% | ||
2020 | -12,00% | ||
2019 | +17,26% | ||
2018 | -7,46% | ||
2017 | +9,64% |