Swisscanto(LU)Equity Fd.Sustainable DT/ LU2211859272 /
| NAV27.06.2024 | Diff.-0.6800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 179.7300EUR | -0.38% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | -0.44 | 0.59 | 8.26 | 2.28 | - |
| 2021 | 1.92 | 2.79 | 6.77 | 1.24 | -0.57 | 4.99 | 2.48 | 4.38 | -2.32 | 7.61 | 0.43 | 2.59 | +36.95% |
| 2022 | -7.27 | -2.41 | 3.81 | -5.77 | -0.79 | -7.54 | 11.67 | -4.42 | -6.19 | 4.63 | 4.34 | -8.08 | -18.42% |
| 2023 | 6.15 | 0.39 | 0.27 | -0.75 | 4.17 | 2.21 | 1.58 | -0.63 | -2.41 | -3.67 | 5.91 | 3.83 | +17.81% |
| 2024 | 2.99 | 5.61 | 4.27 | -1.77 | 4.72 | 3.31 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.53% | 10.35% | 10.95% | 15.21% | -% |
| Sharpe Ratio | 4.10 | 4.14 | 2.23 | 0.44 | - |
| Bester Monat | +5.61% | +5.61% | +5.91% | +11.67% | - |
| Schlechtester Monat | -1.77% | -1.77% | -3.67% | -8.08% | - |
| Maximaler Verlust | -4.23% | -4.23% | -8.26% | -21.63% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Equity Fd.Sustaina... | thesaurierend | 179.7300 | +28.18% | +34.80% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 128.7100 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 133.6200 | +29.28% | - | |
| Swisscanto (LU) Equity Fund Sust... | ausschüttend | 317.7400 | +26.80% | +30.48% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 328.8700 | +26.79% | +30.46% |
Performance
| lfd. Jahr | +20.52% | ||
|---|---|---|---|
| 6 Monate | +21.01% | ||
| 1 Jahr | +28.18% | ||
| 3 Jahre | +34.80% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +79.73% | ||
| Jahr | |||
| 2023 | +17.81% | ||
| 2022 | -18.42% | ||
| 2021 | +36.95% | ||
