Swisscanto(LU)Eq.Fd.Syste.R.S.Int.GT EUR/ LU0899939465 /
| NAV26.07.2024 | Diff.+3.1300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 262.3800EUR | +1.21% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | -1.12 | -1.74 | -0.62 | -0.69 | -0.10 | 3.13 | 3.93 | 0.73 | 0.89 | - |
| 2018 | 1.55 | -1.74 | -3.96 | 3.66 | 3.21 | -0.67 | 1.89 | 1.31 | 1.09 | -4.92 | 0.60 | -8.20 | -6.70% |
| 2019 | 6.59 | 3.12 | 1.13 | 2.31 | -5.37 | 3.97 | 2.28 | -2.52 | 3.96 | -0.58 | 3.65 | 0.54 | +20.17% |
| 2020 | 0.09 | -8.50 | -14.31 | 11.03 | 2.70 | 2.15 | -0.41 | 4.52 | -1.70 | -2.58 | 7.95 | 1.26 | -0.39% |
| 2021 | 1.00 | 1.50 | 8.02 | 1.05 | 1.30 | 3.84 | 1.63 | 3.52 | -2.44 | 5.32 | 1.54 | 4.82 | +35.43% |
| 2022 | -2.63 | -3.07 | 3.46 | -1.21 | -0.13 | -6.21 | 9.69 | -2.49 | -5.41 | 7.63 | 2.51 | -7.51 | -6.71% |
| 2023 | 4.02 | 0.82 | -1.39 | 0.08 | 1.84 | 4.04 | 1.82 | 0.25 | -1.11 | -2.17 | 5.36 | 2.76 | +17.24% |
| 2024 | 3.75 | 4.15 | 4.54 | -3.10 | 2.99 | 3.16 | 0.38 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.90% | 9.09% | 9.66% | 13.04% | 17.19% |
| Sharpe Ratio | 3.13 | 2.42 | 2.10 | 0.69 | 0.50 |
| Bester Monat | +4.54% | +4.54% | +5.36% | +9.69% | +11.03% |
| Schlechtester Monat | -3.10% | -3.10% | -3.10% | -7.51% | -14.31% |
| Maximaler Verlust | -3.46% | -3.46% | -6.48% | -12.49% | -35.52% |
| Outperformance | +4.95% | - | +4.78% | +9.08% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 262.3800 | +23.96% | +43.25% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 331.6600 | +24.25% | +26.37% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 253.0200 | +24.43% | +26.94% | |
| Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 129.4300 | +23.77% | - | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 271.8100 | +23.02% | +22.67% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 382.5600 | +22.56% | +38.44% |
Performance
| lfd. Jahr | +16.73% | ||
|---|---|---|---|
| 6 Monate | +12.07% | ||
| 1 Jahr | +23.96% | ||
| 3 Jahre | +43.25% | ||
| 5 Jahre | +78.55% | ||
| 10 Jahre | - | ||
| seit Beginn | +104.00% | ||
| Jahr | |||
| 2023 | +17.24% | ||
| 2022 | -6.71% | ||
| 2021 | +35.43% | ||
| 2020 | -0.39% | ||
| 2019 | +20.17% | ||
| 2018 | -6.70% | ||
