Swisscanto (LU) Equity Fund Sustainable Climate GT/ LU0866303620 /
| NAV04.09.2024 | Diff.-1.9100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 245.6500EUR | -0.77% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | - | 1.93 | - |
| 2014 | 0.36 | 4.77 | -0.71 | -2.61 | 2.62 | 1.55 | -3.66 | 3.32 | -2.57 | -3.44 | -1.78 | -0.94 | -3.47% |
| 2015 | 6.62 | 8.27 | 3.88 | -1.58 | 2.44 | -5.70 | -0.02 | -10.03 | -4.16 | 7.09 | 3.58 | -1.42 | +7.46% |
| 2016 | -7.94 | -0.60 | -0.20 | 1.80 | 1.30 | -1.47 | 4.41 | 0.04 | 0.73 | -1.76 | 2.22 | 0.93 | -1.06% |
| 2017 | 1.57 | 4.42 | 2.01 | 0.09 | 0.96 | -0.03 | -1.67 | 1.51 | 3.43 | 5.51 | -2.85 | 0.40 | +16.13% |
| 2018 | -0.87 | -2.05 | -2.93 | 0.74 | 4.61 | -3.12 | 2.25 | 2.32 | -0.78 | -5.74 | 3.30 | -9.40 | -11.88% |
| 2019 | 10.24 | 5.65 | 1.41 | 3.97 | -7.49 | 4.93 | 2.21 | -0.98 | 2.66 | -0.43 | 4.06 | 2.44 | +31.47% |
| 2020 | 0.36 | -3.39 | -15.10 | 12.70 | 6.66 | 2.92 | 4.71 | 8.05 | 2.71 | 3.47 | 10.80 | 7.29 | +45.58% |
| 2021 | 0.80 | -1.06 | 3.66 | -0.55 | -2.99 | 5.86 | 2.47 | 4.37 | -4.88 | 10.82 | -0.42 | -0.70 | +17.70% |
| 2022 | -11.08 | -1.11 | 1.89 | -7.08 | 1.36 | -10.68 | 20.96 | -5.04 | -7.77 | 5.40 | 6.47 | -8.59 | -18.11% |
| 2023 | 10.11 | 2.65 | -1.75 | -5.62 | 2.76 | 6.84 | 2.02 | -4.58 | -4.55 | -8.54 | 7.46 | 8.64 | +14.15% |
| 2024 | -1.06 | 7.96 | 4.02 | -0.92 | 3.85 | -2.06 | 1.81 | -2.44 | -4.09 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 16.46% | 17.28% | 16.25% | 20.32% | 21.68% |
| Sharpe Ratio | 0.40 | -0.35 | 0.30 | -0.10 | 0.45 |
| Bester Monat | +8.64% | +4.02% | +8.64% | +20.96% | +20.96% |
| Schlechtester Monat | -4.09% | -4.09% | -8.54% | -11.08% | -15.10% |
| Maximaler Verlust | -11.00% | -11.00% | -13.91% | -29.05% | -33.62% |
| Outperformance | -5.60% | - | +9.50% | +36.90% | +38.46% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 245.6500 | +8.24% | +4.20% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 107.2800 | +7.68% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 185.0400 | +8.03% | +3.59% | |
| Swisscanto (LU) Equity Fund Sust... | ausschüttend | 95.1900 | +7.06% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 105.0500 | +6.70% | - | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 163.8500 | +8.09% | +3.74% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 144.5000 | +7.08% | +0.87% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 223.2700 | +7.85% | +3.07% |
Performance
| lfd. Jahr | +6.66% | ||
|---|---|---|---|
| 6 Monate | -1.34% | ||
| 1 Jahr | +8.24% | ||
| 3 Jahre | +4.20% | ||
| 5 Jahre | +86.88% | ||
| 10 Jahre | +119.80% | ||
| seit Beginn | +143.27% | ||
| Jahr | |||
| 2023 | +14.15% | ||
| 2022 | -18.11% | ||
| 2021 | +17.70% | ||
| 2020 | +45.58% | ||
| 2019 | +31.47% | ||
| 2018 | -11.88% | ||
| 2017 | +16.13% | ||
| 2016 | -1.06% | ||
| 2015 | +7.46% | ||
