Swisscanto (LU) Equity Fund Systematic Responsible Selection International DT/ LU0230112129 /
| NAV08.11.2024 | Diff.+0,6900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 353,7000CHF | +0,20% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | - | - | - | - | - | - | - | - | - | - | - | 2,16 | - |
| 2006 | 2,11 | 3,34 | 2,55 | -0,66 | -6,49 | 0,47 | 1,63 | 3,23 | 3,58 | 4,13 | 0,15 | 5,61 | +20,86% |
| 2007 | 2,87 | -2,45 | 3,44 | 4,48 | 2,74 | -0,72 | -3,16 | -2,39 | 0,24 | 2,58 | -8,18 | -1,81 | -3,07% |
| 2008 | -12,79 | -2,90 | -6,55 | 9,60 | 1,50 | -8,49 | -2,98 | 3,49 | -9,83 | -13,91 | 0,75 | -7,39 | -41,42% |
| 2009 | 0,46 | -10,92 | 2,72 | 11,85 | 5,00 | 0,81 | 7,63 | 2,69 | 4,17 | -2,43 | 3,19 | 4,36 | +31,64% |
| 2010 | -1,32 | 4,28 | 4,91 | 2,42 | -2,50 | -9,32 | 4,61 | -4,71 | 3,98 | 6,02 | -1,08 | 0,15 | +6,43% |
| 2011 | 3,16 | 1,47 | -1,80 | -0,37 | -2,89 | -2,66 | -7,99 | -3,65 | 2,81 | 6,46 | 2,44 | 4,04 | +0,10% |
| 2012 | 2,77 | 1,91 | 1,90 | 0,30 | -1,13 | 0,85 | 5,16 | -0,53 | 1,55 | -1,21 | 0,53 | -1,98 | +10,36% |
| 2013 | 6,87 | 3,18 | 4,14 | 0,96 | 3,55 | -3,35 | 4,08 | -3,01 | 1,82 | 3,36 | 1,45 | 0,70 | +25,93% |
| 2014 | -0,91 | 1,33 | 0,70 | 0,39 | 4,09 | 1,93 | 1,68 | 2,13 | 1,60 | 0,72 | 2,84 | 1,27 | +19,20% |
| 2015 | -8,05 | 8,38 | 1,56 | 0,01 | 1,25 | -3,27 | 3,77 | -6,56 | -2,49 | 10,08 | 3,75 | -3,56 | +3,24% |
| 2016 | -4,27 | -4,23 | 2,71 | 0,84 | 4,00 | -3,32 | 3,08 | 0,80 | -0,60 | 0,61 | 4,58 | 2,91 | +6,76% |
| 2017 | -1,26 | 4,01 | 1,18 | 0,10 | -1,39 | -0,24 | 3,42 | 0,33 | 3,24 | 5,48 | 1,56 | 0,82 | +18,37% |
| 2018 | 0,49 | -2,20 | -1,88 | 5,24 | -0,97 | 0,32 | 1,79 | -1,59 | 1,91 | -4,50 | -0,13 | -8,59 | -10,29% |
| 2019 | 7,67 | 2,75 | -0,32 | 4,47 | -7,13 | 2,98 | 1,52 | -3,64 | 3,69 | 0,68 | 3,74 | -0,83 | +15,74% |
| 2020 | -1,60 | -8,99 | -14,44 | 10,54 | 3,81 | 1,72 | 0,65 | 4,62 | -1,66 | -3,47 | 9,47 | 1,12 | -1,03% |
| 2021 | 0,91 | 3,19 | 8,72 | 0,28 | 1,43 | 3,51 | -0,38 | 4,15 | -2,48 | 3,00 | 0,01 | 4,26 | +29,54% |
| 2022 | -1,93 | -4,32 | 2,79 | -1,21 | 0,13 | -8,60 | 6,42 | -1,48 | -7,07 | 10,39 | 1,66 | -6,91 | -11,23% |
| 2023 | 5,09 | 0,43 | -1,55 | -0,93 | 1,00 | 4,19 | -0,31 | 0,55 | -0,10 | -2,85 | 3,91 | 0,68 | +10,23% |
| 2024 | 3,97 | 6,49 | 6,70 | -2,33 | 2,84 | 1,43 | 0,73 | -1,13 | 0,90 | 0,93 | 5,05 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,43% | 15,45% | 12,83% | 14,95% | 18,20% |
| Sharpe Ratio | 2,30 | 0,96 | 2,16 | 0,38 | 0,38 |
| Bester Monat | +6,70% | +5,05% | +6,70% | +10,39% | +10,54% |
| Schlechtester Monat | -2,33% | -1,13% | -2,33% | -8,60% | -14,44% |
| Maximaler Verlust | -12,79% | -12,79% | -12,79% | -15,75% | -35,82% |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 285,8000 | +34,08% | +45,64% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 353,7000 | +30,68% | +28,62% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 269,9600 | +30,88% | +29,20% | |
| Swisscanto(LU)Eq.Fd.Syste.R.S.In... | thesaurierend | 140,9300 | +33,87% | - | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 289,0500 | +29,39% | +24,86% | |
| Swisscanto (LU) Equity Fund Syst... | thesaurierend | 415,3500 | +32,56% | +40,75% |
Performance
| lfd. Jahr | +28,25% | ||
|---|---|---|---|
| 6 Monate | +8,63% | ||
| 1 Jahr | +30,68% | ||
| 3 Jahre | +28,62% | ||
| 5 Jahre | +61,29% | ||
| 10 Jahre | +123,49% | ||
| seit Beginn | +253,70% | ||
| Jahr | |||
| 2023 | +10,23% | ||
| 2022 | -11,23% | ||
| 2021 | +29,54% | ||
| 2020 | -1,03% | ||
| 2019 | +15,74% | ||
| 2018 | -10,29% | ||
| 2017 | +18,37% | ||
| 2016 | +6,76% | ||
| 2015 | +3,24% | ||
