Swisscanto(LU)Pf.Fd.Resp.Ambition(EUR)DT/ LU1990610112 /
| NAV03.07.2024 | Diff.+0.6600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 138.8600EUR | +0.48% | thesaurierend | Mischfonds weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | 3.05 | 1.09 | -0.60 | 2.61 | -0.21 | 1.90 | 1.11 | - |
| 2020 | 0.22 | -4.62 | -11.53 | 6.62 | 2.03 | 3.01 | -0.19 | 2.56 | -0.83 | -1.64 | 7.89 | 1.43 | +3.56% |
| 2021 | 0.44 | 0.93 | 3.95 | 0.53 | 0.94 | 2.75 | 0.63 | 1.28 | -1.88 | 3.15 | -0.25 | 2.43 | +15.80% |
| 2022 | -2.91 | -3.34 | 0.57 | -2.56 | -0.39 | -5.96 | 6.19 | -3.09 | -5.61 | 3.54 | 3.88 | -4.67 | -14.20% |
| 2023 | 5.21 | -0.18 | 0.28 | 0.01 | 0.72 | 2.38 | 1.36 | -1.01 | -1.66 | -2.33 | 4.99 | 3.05 | +13.23% |
| 2024 | 1.94 | 2.48 | 2.98 | -1.81 | 2.21 | 1.40 | 0.59 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.91% | 5.96% | 6.52% | 8.53% | 10.06% |
| Sharpe Ratio | 2.97 | 3.11 | 1.67 | 0.04 | 0.23 |
| Bester Monat | +3.05% | +2.98% | +4.99% | +6.19% | +7.89% |
| Schlechtester Monat | -1.81% | -1.81% | -2.33% | -5.96% | -11.53% |
| Maximaler Verlust | -2.79% | -2.79% | -5.64% | -17.12% | -25.38% |
| Outperformance | +4.70% | - | +7.80% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Pf.Fd.Resp.Ambitio... | thesaurierend | 138.8600 | +14.59% | +12.62% | |
| Swisscanto (LU) Portfolio Fund R... | ausschüttend | 177.8900 | +13.69% | +10.01% | |
| Swisscanto (LU) Portfolio Fund R... | thesaurierend | 226.4100 | +13.69% | +10.01% |
Performance
| lfd. Jahr | +10.15% | ||
|---|---|---|---|
| 6 Monate | +10.54% | ||
| 1 Jahr | +14.59% | ||
| 3 Jahre | +12.62% | ||
| 5 Jahre | +33.78% | ||
| 10 Jahre | - | ||
| seit Beginn | +38.86% | ||
| Jahr | |||
| 2023 | +13.23% | ||
| 2022 | -14.20% | ||
| 2021 | +15.80% | ||
| 2020 | +3.56% | ||
