Swisscanto (LU) Equity Fund Sustainable Climate BT/ LU0999463853 /
NAV29.08.2024 | Diff.+2,2300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
230,4200EUR | +0,98% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | 0,90 | - |
2017 | 1,54 | 4,40 | 1,98 | 0,06 | 0,93 | -0,06 | -1,70 | 1,48 | 3,40 | 5,48 | -2,88 | 0,36 | +15,70% |
2018 | -0,90 | -2,07 | -2,96 | 0,70 | 4,58 | -3,16 | 2,22 | 2,29 | -0,81 | -5,77 | 3,28 | -9,44 | -12,21% |
2019 | 10,21 | 5,61 | 1,40 | 3,93 | -7,52 | 4,91 | 2,17 | -1,01 | 2,63 | -0,45 | 4,03 | 2,41 | +31,00% |
2020 | 0,32 | -3,41 | -15,13 | 12,67 | 6,63 | 2,88 | 4,68 | 8,01 | 2,68 | 3,43 | 10,77 | 7,26 | +45,04% |
2021 | 0,77 | -1,09 | 3,63 | -0,58 | -3,02 | 5,83 | 2,44 | 4,34 | -4,91 | 10,78 | -0,45 | -0,73 | +17,27% |
2022 | -11,11 | -1,14 | 1,86 | -7,11 | 1,32 | -10,71 | 20,93 | -5,07 | -7,80 | 5,37 | 6,43 | -8,62 | -18,42% |
2023 | 10,07 | 2,62 | -1,78 | -5,64 | 2,72 | 6,81 | 1,98 | -4,60 | -4,58 | -8,57 | 7,43 | 8,60 | +13,74% |
2024 | -1,09 | 7,93 | 3,99 | -0,95 | 3,82 | -2,10 | 1,78 | -3,47 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 16,06% | 16,78% | 15,98% | 20,22% | 21,64% |
Sharpe Ratio | 0,73 | 0,14 | 0,53 | -0,09 | 0,47 |
Bester Monat | +8,60% | +7,93% | +8,60% | +20,93% | +20,93% |
Schlechtester Monat | -3,47% | -3,47% | -8,57% | -11,11% | -15,13% |
Maximaler Verlust | -11,02% | -11,02% | -14,46% | -29,20% | -33,64% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 253,5000 | +12,44% | +6,60% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 110,6200 | +11,49% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 190,9500 | +12,21% | +5,96% | |
Swisscanto (LU) Equity Fund Sust... | ausschüttend | 98,2500 | +11,22% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 108,3300 | +10,47% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 169,0900 | +12,27% | +6,12% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 149,1400 | +11,22% | +3,18% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 230,4200 | +12,03% | +5,43% |
Performance
lfd. Jahr | +9,80% | ||
---|---|---|---|
6 Monate | +2,86% | ||
1 Jahr | +12,03% | ||
3 Jahre | +5,43% | ||
5 Jahre | +90,56% | ||
10 Jahre | - | ||
seit Beginn | +132,47% | ||
Jahr | |||
2023 | +13,74% | ||
2022 | -18,42% | ||
2021 | +17,27% | ||
2020 | +45,04% | ||
2019 | +31,00% | ||
2018 | -12,21% | ||
2017 | +15,70% |