Swisscanto(LU)Pf.F.Resp.Relax(EUR)AT/ LU1775789677 /
| NAV03.07.2024 | Diff.+0.4500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 103.3400EUR | +0.44% | thesaurierend | Mischfonds weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | 0.57 | 0.19 | -0.14 | 0.23 | 0.05 | -0.24 | -0.97 | -0.18 | -1.25 | - |
| 2019 | 1.87 | 0.70 | 1.42 | 0.51 | -0.79 | 1.66 | 1.32 | 0.34 | 0.18 | -0.45 | 0.34 | -0.18 | +7.12% |
| 2020 | 1.37 | -0.76 | -6.23 | 3.51 | 0.20 | 1.59 | 0.68 | 0.20 | 0.22 | 0.34 | 2.22 | 0.22 | +3.29% |
| 2021 | 0.01 | -1.18 | 0.89 | -0.20 | -0.12 | 1.34 | 1.29 | -0.04 | -1.20 | 0.46 | 0.97 | -0.28 | +1.90% |
| 2022 | -1.88 | -2.15 | -0.74 | -2.93 | -0.50 | -3.25 | 3.55 | -3.07 | -3.88 | 0.31 | 2.43 | -2.35 | -13.80% |
| 2023 | 2.66 | -1.11 | 1.13 | 0.06 | 0.20 | 0.32 | 0.37 | -0.33 | -1.75 | -1.09 | 3.42 | 2.81 | +6.75% |
| 2024 | 0.22 | -0.08 | 1.40 | -1.41 | 0.59 | 0.65 | 0.36 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.68% | 3.70% | 4.20% | 4.55% | 4.53% |
| Sharpe Ratio | -0.07 | 0.08 | 0.31 | -1.21 | -0.86 |
| Bester Monat | +2.81% | +1.40% | +3.42% | +3.55% | +3.55% |
| Schlechtester Monat | -1.41% | -1.41% | -1.75% | -3.88% | -6.23% |
| Maximaler Verlust | -1.75% | -1.75% | -3.65% | -15.96% | -15.96% |
| Outperformance | +4.44% | - | +3.01% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Pf.F.Resp.Relax(EU... | ausschüttend | 98.7900 | +5.02% | -5.31% | |
| Swisscanto(LU)Pf.F.Resp.Relax(EU... | thesaurierend | 103.3400 | +5.02% | -5.31% |
Performance
| lfd. Jahr | +1.71% | ||
|---|---|---|---|
| 6 Monate | +1.98% | ||
| 1 Jahr | +5.02% | ||
| 3 Jahre | -5.31% | ||
| 5 Jahre | -0.83% | ||
| 10 Jahre | - | ||
| seit Beginn | +3.34% | ||
| Jahr | |||
| 2023 | +6.75% | ||
| 2022 | -13.80% | ||
| 2021 | +1.90% | ||
| 2020 | +3.29% | ||
| 2019 | +7.12% | ||
