Swisscanto(LU)Eq.Fd.Sust.Gl.Climate CT/ LU2040176203 /
| NAV03.07.2024 | Diff.+1.6800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 194.7300EUR | +0.87% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | -0.44 | 4.04 | 2.43 | - |
| 2020 | 0.35 | -3.40 | -15.12 | 12.68 | 6.65 | 2.90 | 4.69 | 8.03 | 2.69 | 3.45 | 10.78 | 7.27 | +45.30% |
| 2021 | 0.79 | -1.08 | 3.64 | -0.57 | -3.00 | 5.84 | 2.45 | 4.35 | -4.90 | 10.79 | -0.43 | -0.71 | +17.47% |
| 2022 | -11.10 | -1.13 | 1.87 | -7.09 | 1.34 | -10.70 | 20.94 | -5.06 | -7.79 | 5.39 | 6.45 | -8.61 | -18.28% |
| 2023 | 10.09 | 2.63 | -1.77 | -5.63 | 2.74 | 6.82 | 2.00 | -4.59 | -4.57 | -8.56 | 7.44 | 8.62 | +13.92% |
| 2024 | -1.08 | 7.94 | 4.00 | -0.94 | 3.84 | -2.08 | 0.22 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.95% | 13.00% | 14.40% | 19.81% | -% |
| Sharpe Ratio | 1.69 | 2.23 | 0.49 | 0.06 | - |
| Bester Monat | +8.62% | +7.94% | +8.62% | +20.94% | +20.94% |
| Schlechtester Monat | -2.08% | -2.08% | -8.56% | -11.10% | -15.12% |
| Maximaler Verlust | -4.09% | -4.09% | -17.86% | -29.13% | - |
| Outperformance | -4.60% | - | +9.60% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 258.4300 | +11.02% | +16.35% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 194.7300 | +10.80% | +15.66% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | ausschüttend | 100.3300 | +9.81% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 116.7400 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 114.5000 | +10.43% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 172.4200 | +10.85% | +15.83% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 152.3000 | +9.81% | +12.62% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | thesaurierend | 235.0400 | +10.61% | +15.08% |
Performance
| lfd. Jahr | +12.09% | ||
|---|---|---|---|
| 6 Monate | +15.14% | ||
| 1 Jahr | +10.80% | ||
| 3 Jahre | +15.66% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +94.73% | ||
| Jahr | |||
| 2023 | +13.92% | ||
| 2022 | -18.28% | ||
| 2021 | +17.47% | ||
| 2020 | +45.30% | ||
