Swisscanto(LU)Equ.Fund Syst.R.USA NT/ LU1900091650 /
| NAV07.11.2024 | Diff.+1.6200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 228.9200USD | +0.71% | thesaurierend | Aktien Branchenmix | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | - | -9.40 | - |
| 2019 | 7.78 | 3.29 | 1.10 | 3.11 | -5.71 | 7.00 | 1.55 | -1.71 | 1.60 | 1.38 | 3.23 | 3.42 | +28.50% |
| 2020 | -0.57 | -8.10 | -12.95 | 13.47 | 5.61 | 2.83 | 5.26 | 6.50 | -4.21 | -2.38 | 9.84 | 3.77 | +17.12% |
| 2021 | -0.12 | 2.31 | 4.53 | 4.71 | 1.39 | 2.05 | 2.20 | 3.44 | -5.47 | 7.11 | -0.34 | 4.54 | +29.04% |
| 2022 | -5.44 | -2.33 | 2.89 | -8.32 | 0.91 | -8.77 | 9.55 | -4.14 | -9.05 | 8.36 | 5.86 | -6.16 | -17.54% |
| 2023 | 6.51 | -2.52 | 3.00 | 0.58 | 0.08 | 6.46 | 3.17 | -0.84 | -4.99 | -2.59 | 8.95 | 5.17 | +24.34% |
| 2024 | 2.20 | 4.58 | 3.73 | -4.89 | 4.06 | 3.44 | 1.22 | 2.06 | 2.14 | -0.65 | 4.94 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.84% | 13.53% | 12.48% | 17.89% | 21.18% |
| Sharpe Ratio | 2.09 | 2.13 | 2.70 | 0.35 | 0.58 |
| Bester Monat | +5.17% | +4.94% | +8.95% | +9.55% | +13.47% |
| Schlechtester Monat | -4.89% | -0.65% | -4.89% | -9.05% | -12.95% |
| Maximaler Verlust | -9.02% | -9.02% | -9.02% | -23.93% | -35.04% |
| Outperformance | +0.74% | - | -1.02% | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 401.2800 | +36.06% | +28.66% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 148'383.1563 | +36.74% | - | |
| Swisscanto(LU)Equ.Fund Syst.R.US... | ausschüttend | 576.6100 | +35.92% | +28.27% | |
| Swisscanto(LU)Equ.Fund Syst.R.US... | thesaurierend | 228.9200 | +36.74% | +30.61% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 502.0300 | +35.05% | +25.84% | |
| Swisscanto (LU) Equity Fund Syst... | ausschüttend | 541.7800 | +35.05% | +25.84% |
Performance
| lfd. Jahr | +24.86% | ||
|---|---|---|---|
| 6 Monate | +14.94% | ||
| 1 Jahr | +36.74% | ||
| 3 Jahre | +30.61% | ||
| 5 Jahre | +103.63% | ||
| 10 Jahre | - | ||
| seit Beginn | +128.92% | ||
| Jahr | |||
| 2023 | +24.34% | ||
| 2022 | -17.54% | ||
| 2021 | +29.04% | ||
| 2020 | +17.12% | ||
| 2019 | +28.50% | ||
