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Swisscanto(LU)Pf.Fd.Resp.Ambition(EUR)DT/  LU1990610112  /

Fonds
NAV17/10/2024 Chg.+0.4900 Type of yield Investment Focus Investment company
143.9900EUR +0.34% reinvestment Mixed Fund Worldwide Swisscanto AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
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 0.96 0.55 1.25 1.48 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.60% 8.44% 7.53% 8.85% 10.17%
Sharpe ratio 1.98 1.78 2.31 0.17 0.33
Best month +3.05% +2.21% +4.99% +6.19% +7.89%
Worst month -1.81% -1.81% -2.33% -5.96% -11.53%
Maximum loss -5.94% -5.94% -5.94% -17.12% -25.38%
Outperformance +4.70% - +7.80% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto(LU)Pf.Fd.Resp.Ambitio... reinvestment 143.9900 +20.56% +14.82%
Swisscanto (LU) Portfolio Fund R... paying dividend 182.6000 +19.62% +12.14%
Swisscanto (LU) Portfolio Fund R... reinvestment 234.2300 +19.62% +12.14%

Performance

YTD  
+14.21%
6 Months  
+8.77%
1 Year  
+20.56%
3 Years  
+14.82%
5 Years  
+37.72%
10 Years     -
Since start  
+43.99%
Year
2023  
+13.23%
2022
  -14.20%
2021  
+15.80%
2020  
+3.56%