Swisscanto(LU)Equity Fd.Sustainable DT/ LU2211859272 /
| NAV07.11.2024 | Diff.+1.0700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 186.8900EUR | +0.58% | 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 | 2.98 | 0.26 | -0.84 | 0.54 | -0.35 | 4.72 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.87% | 15.38% | 13.20% | 15.93% | -% |
| Sharpe Ratio | 1.98 | 1.15 | 2.27 | 0.25 | - |
| Bester Monat | +5.61% | +4.72% | +5.91% | +11.67% | +11.67% |
| Schlechtester Monat | -1.77% | -0.84% | -1.77% | -8.08% | -8.08% |
| Maximaler Verlust | -11.01% | -11.01% | -11.01% | -21.63% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Equity Fd.Sustaina... | thesaurierend | 186.8900 | +33.07% | +22.60% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 133.9100 | +33.26% | - | |
| Swisscanto (LU) Equity Fund Sust... | ausschüttend | 324.6500 | +31.66% | +18.68% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 340.6200 | +31.63% | +18.65% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 139.3700 | +34.20% | - |
Performance
| lfd. Jahr | +25.32% | ||
|---|---|---|---|
| 6 Monate | +9.97% | ||
| 1 Jahr | +33.07% | ||
| 3 Jahre | +22.60% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +86.89% | ||
| Jahr | |||
| 2023 | +17.81% | ||
| 2022 | -18.42% | ||
| 2021 | +36.95% | ||
