Swisscanto (LU) Equity Fund Sustainable Water GT/ LU0866297715 /
NAV04.10.2024 | Diff.+2,0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
318,1400EUR | +0,65% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2014 | - | - | - | - | - | - | - | - | - | 3,22 | -0,45 | 1,97 | - |
2015 | 5,48 | 5,58 | 2,99 | -2,99 | 2,13 | -3,98 | 0,18 | -8,60 | -2,95 | 8,48 | 6,12 | -3,99 | +7,17% |
2016 | -4,02 | -0,19 | 0,40 | 2,48 | 3,95 | 0,73 | 2,43 | -0,06 | 1,26 | -1,99 | 4,61 | -0,41 | +9,24% |
2017 | 0,79 | 2,52 | 1,24 | 0,81 | -0,21 | -0,92 | -1,26 | 0,19 | 2,97 | 3,30 | -0,45 | 0,98 | +10,27% |
2018 | -1,51 | -3,10 | -1,74 | 0,27 | 2,61 | -0,62 | 3,63 | 0,89 | -0,88 | -6,09 | 2,45 | -8,16 | -12,19% |
2019 | 8,12 | 4,59 | 2,46 | 3,20 | -3,83 | 5,32 | 1,08 | 0,44 | 2,90 | 0,34 | 3,12 | 2,54 | +34,23% |
2020 | 2,37 | -7,28 | -12,79 | 9,78 | 4,43 | 0,78 | 1,47 | 1,84 | 2,02 | 1,36 | 5,87 | 2,39 | +10,77% |
2021 | 1,81 | 2,07 | 6,29 | 3,23 | 0,42 | 3,74 | 5,77 | 4,45 | -4,68 | 5,57 | 1,11 | 4,75 | +39,88% |
2022 | -10,39 | -4,76 | 1,95 | -1,47 | -2,09 | -5,38 | 12,93 | -2,64 | -6,41 | 6,22 | 2,43 | -6,85 | -17,17% |
2023 | 4,23 | 0,71 | -1,26 | -2,31 | 0,32 | 4,07 | 1,53 | -1,77 | -4,39 | -5,05 | 7,79 | 6,30 | +9,65% |
2024 | -0,53 | 7,01 | 4,04 | -2,42 | 1,43 | -2,37 | 5,62 | -1,37 | 2,02 | 0,60 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 13,08% | 14,18% | 12,80% | 15,02% | 18,20% |
Sharpe Ratio | 1,24 | 0,57 | 1,76 | 0,15 | 0,47 |
Bester Monat | +7,01% | +5,62% | +7,79% | +12,93% | +12,93% |
Schlechtester Monat | -2,42% | -2,42% | -5,05% | -10,39% | -12,79% |
Maximaler Verlust | -7,60% | -7,60% | -7,60% | -24,24% | -33,95% |
Outperformance | -0,10% | - | -0,45% | +10,54% | +15,12% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 318,1400 | +25,78% | +17,42% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 113,3300 | +22,66% | - | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 364,5600 | +25,59% | +16,89% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 322,0800 | +24,41% | +13,64% | |
Swisscanto (LU) Equity Fund Sust... | ausschüttend | 186,6100 | +24,41% | +13,64% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 224,5300 | +25,32% | +16,13% | |
Swisscanto (LU) Equity Fund Sust... | thesaurierend | 193,9300 | +25,53% | +16,72% |
Performance
lfd. Jahr | +14,41% | ||
---|---|---|---|
6 Monate | +5,51% | ||
1 Jahr | +25,78% | ||
3 Jahre | +17,42% | ||
5 Jahre | +74,10% | ||
10 Jahre | +159,60% | ||
seit Beginn | +153,78% | ||
Jahr | |||
2023 | +9,65% | ||
2022 | -17,17% | ||
2021 | +39,88% | ||
2020 | +10,77% | ||
2019 | +34,23% | ||
2018 | -12,19% | ||
2017 | +10,27% | ||
2016 | +9,24% | ||
2015 | +7,17% |