Swisscanto (LU) Equity Fund Sustainable Emerging Markets DT/ LU0338548117 /
| NAV26.07.2024 | Diff.+0,4800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 176,8100USD | +0,27% | thesaurierend | Aktien Emerging Markets | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | - | - | - | -12,75 | -22,93 | -0,24 | 6,98 | - |
| 2009 | -3,48 | -3,22 | 9,17 | 17,18 | 13,99 | 2,92 | 10,85 | 0,78 | 6,34 | -0,83 | 5,70 | 5,45 | +84,09% |
| 2010 | -7,25 | -0,28 | 5,51 | 0,76 | -11,94 | 1,30 | 8,61 | -1,77 | 10,11 | 1,98 | -2,94 | 4,64 | +6,72% |
| 2011 | -2,17 | -2,00 | 3,64 | 3,36 | -2,98 | -2,92 | -2,79 | -10,72 | -17,05 | 13,41 | -5,75 | -1,70 | -26,83% |
| 2012 | 9,25 | 7,34 | -4,53 | -0,64 | -12,02 | 3,30 | 3,15 | -0,57 | 4,04 | 4,00 | -0,70 | 6,46 | +18,61% |
| 2013 | 4,14 | 1,80 | -2,32 | 0,91 | -1,12 | -7,13 | 2,19 | -2,35 | 7,68 | 4,81 | 0,34 | 0,52 | +9,01% |
| 2014 | -4,32 | 5,94 | 0,95 | -2,17 | 3,79 | 3,57 | -2,47 | 5,77 | -5,96 | 2,35 | -1,64 | -2,97 | +1,98% |
| 2015 | -0,73 | 3,25 | -1,31 | 4,21 | -1,85 | -3,72 | -4,79 | -9,48 | -1,11 | 7,23 | -2,10 | -3,27 | -13,79% |
| 2016 | -7,98 | 0,06 | 8,94 | 0,75 | -2,41 | 4,21 | 4,05 | 0,44 | 1,44 | -1,33 | -4,28 | 0,16 | +3,09% |
| 2017 | 5,46 | 0,66 | 2,74 | 2,17 | 2,56 | 0,59 | 4,66 | 3,03 | 0,59 | 1,12 | 2,09 | 2,70 | +32,20% |
| 2018 | 5,45 | -3,47 | -2,26 | -2,66 | -2,90 | -4,10 | 2,70 | -3,16 | -1,96 | -8,59 | 3,24 | -2,79 | -19,34% |
| 2019 | 9,64 | 0,68 | -0,22 | 2,02 | -6,67 | 5,80 | 1,07 | -3,87 | 1,25 | 4,98 | -0,20 | 6,75 | +22,08% |
| 2020 | -2,45 | -4,78 | -18,31 | 7,58 | 0,77 | 9,01 | 10,14 | 2,41 | 0,24 | 2,67 | 8,75 | 10,92 | +25,58% |
| 2021 | 2,36 | 1,02 | -3,27 | 1,77 | 1,43 | 0,31 | -4,92 | -0,44 | -4,99 | 1,13 | -3,50 | 1,76 | -7,51% |
| 2022 | -2,84 | -3,86 | -0,36 | -7,09 | 0,64 | -5,95 | 0,70 | -0,75 | -10,42 | 0,11 | 12,37 | -1,87 | -19,11% |
| 2023 | 9,38 | -6,29 | 3,11 | -1,82 | -0,52 | 4,54 | 4,47 | -5,57 | -2,58 | -4,57 | 6,90 | 4,65 | +10,71% |
| 2024 | -3,98 | 4,80 | 1,53 | 0,15 | 1,62 | 4,86 | -1,47 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12,96% | 12,69% | 12,84% | 15,79% | 18,01% |
| Sharpe Ratio | 0,76 | 1,69 | 0,23 | -0,44 | 0,01 |
| Bester Monat | +4,86% | +4,86% | +6,90% | +12,37% | +12,37% |
| Schlechtester Monat | -3,98% | -3,98% | -5,57% | -10,42% | -18,31% |
| Maximaler Verlust | -5,66% | -5,66% | -12,26% | -33,82% | -41,26% |
| Outperformance | -1,98% | - | +2,31% | -8,56% | -16,72% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 138,3000 | +7,65% | -6,80% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 141,5700 | +6,79% | -9,01% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 113.396,5234 | +7,65% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 105,3300 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 176,8100 | +6,63% | -9,42% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 155,1500 | +5,48% | -12,33% | |
| Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 134,2100 | +6,29% | -10,27% | |
| Swisscanto(LU)Eq.Fd.Sustainable ... | thesaurierend | 115,3100 | +7,62% | -6,92% |
Performance
| lfd. Jahr | +7,42% | ||
|---|---|---|---|
| 6 Monate | +11,84% | ||
| 1 Jahr | +6,63% | ||
| 3 Jahre | -9,42% | ||
| 5 Jahre | +20,62% | ||
| 10 Jahre | +23,20% | ||
| seit Beginn | +76,81% | ||
| Jahr | |||
| 2023 | +10,71% | ||
| 2022 | -19,11% | ||
| 2021 | -7,51% | ||
| 2020 | +25,58% | ||
| 2019 | +22,08% | ||
| 2018 | -19,34% | ||
| 2017 | +32,20% | ||
| 2016 | +3,09% | ||
| 2015 | -13,79% | ||
