Swisscanto(LU)Equ.Fund Syst.R.USA NT/ LU1900091650 /
NAV05.09.2024 | Diff.-0,6000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
208,9600USD | -0,29% | thesaurierend | Aktien Branchenmix | Swisscanto AM Int. ▶ |
Monatliche Performance
Jän | 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 | -2,79 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,88% | 13,44% | 12,95% | 17,87% | 21,15% |
Sharpe Ratio | 1,39 | 0,81 | 1,38 | 0,22 | 0,49 |
Bester Monat | +5,17% | +4,06% | +8,95% | +9,55% | +13,47% |
Schlechtester Monat | -4,89% | -4,89% | -4,99% | -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 | 366,6000 | +20,71% | +21,87% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 135.444,3281 | +21,32% | - | |
Swisscanto(LU)Equ.Fund Syst.R.US... | ausschüttend | 526,8700 | +20,59% | +21,49% | |
Swisscanto(LU)Equ.Fund Syst.R.US... | thesaurierend | 208,9600 | +21,32% | +23,71% | |
Swisscanto (LU) Equity Fund Syst... | thesaurierend | 459,2400 | +19,82% | +19,20% | |
Swisscanto (LU) Equity Fund Syst... | ausschüttend | 495,6000 | +19,82% | +19,19% |
Performance
lfd. Jahr | +13,97% | ||
---|---|---|---|
6 Monate | +6,97% | ||
1 Jahr | +21,32% | ||
3 Jahre | +23,71% | ||
5 Jahre | +90,97% | ||
10 Jahre | - | ||
seit Beginn | +108,96% | ||
Jahr | |||
2023 | +24,34% | ||
2022 | -17,54% | ||
2021 | +29,04% | ||
2020 | +17,12% | ||
2019 | +28,50% |