Swisscanto (LU) Equity Fund Responsible Europe Top Dividend AT/ LU0230112558 /
| NAV01.08.2024 | Diff.-1,6700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 201,5900EUR | -0,82% | thesaurierend | Aktien Europa | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | - | - | - | - | - | - | - | - | - | - | - | 3,07 | - |
| 2006 | 3,60 | 2,40 | 1,88 | 1,13 | -4,05 | 0,88 | 1,65 | 3,48 | 2,29 | 3,17 | 0,02 | 3,77 | +21,90% |
| 2007 | 1,22 | -1,10 | 2,90 | 3,99 | 3,29 | -0,22 | -4,16 | -1,53 | 0,24 | 1,67 | -5,04 | -1,40 | -0,58% |
| 2008 | -12,56 | -1,46 | -2,91 | 6,48 | 0,11 | -10,72 | -0,46 | 2,33 | -11,13 | -16,11 | -6,65 | -2,05 | -44,72% |
| 2009 | -4,28 | -11,34 | 4,40 | 18,27 | 7,12 | -1,34 | 8,39 | 7,11 | 3,13 | -2,38 | -0,31 | 5,47 | +36,07% |
| 2010 | -1,91 | -0,18 | 6,61 | -2,54 | -4,19 | -0,94 | 4,94 | -1,10 | 1,34 | 3,15 | -3,52 | 4,83 | +5,94% |
| 2011 | 3,47 | 3,10 | -4,40 | 2,73 | 0,28 | -3,87 | -3,03 | -10,19 | -2,80 | 7,55 | -2,16 | 2,09 | -8,15% |
| 2012 | 2,85 | 3,12 | 0,18 | -3,87 | -7,31 | 5,68 | 2,93 | 3,86 | 1,95 | 0,38 | 1,00 | 1,28 | +11,97% |
| 2013 | 2,98 | -0,55 | 1,91 | 4,39 | 1,44 | -4,81 | 3,97 | -0,14 | 4,12 | 5,30 | 0,56 | 1,56 | +22,31% |
| 2014 | 0,22 | 4,98 | -0,46 | 1,52 | 1,51 | 0,10 | -1,87 | 1,82 | 0,43 | -2,39 | 2,66 | -0,32 | +8,28% |
| 2015 | 6,97 | 7,13 | 2,00 | -0,28 | 2,18 | -3,64 | 3,61 | -8,46 | -4,08 | 6,16 | 3,23 | -4,12 | +9,69% |
| 2016 | -8,52 | -2,63 | 0,96 | 1,69 | 2,91 | -7,68 | 2,96 | 1,03 | 0,25 | -0,58 | 1,08 | 5,30 | -4,11% |
| 2017 | -0,30 | 2,11 | 3,38 | 0,57 | 2,68 | -3,02 | -0,31 | -1,75 | 4,04 | 1,65 | -1,67 | 1,47 | +8,93% |
| 2018 | 1,30 | -3,03 | -1,43 | 5,15 | -0,37 | -0,69 | 3,61 | -2,48 | 0,83 | -3,77 | -1,40 | -5,63 | -8,09% |
| 2019 | 5,48 | 3,15 | 1,48 | 2,85 | -7,29 | 2,92 | -1,64 | -2,59 | 6,19 | 0,69 | 3,14 | 1,74 | +16,48% |
| 2020 | -3,16 | -10,90 | -14,09 | 4,48 | 1,91 | 3,31 | -2,45 | 3,79 | -3,77 | -5,25 | 15,01 | 0,96 | -12,61% |
| 2021 | 0,93 | 2,44 | 6,62 | 0,35 | 2,29 | 1,54 | -0,10 | 2,37 | -1,78 | 2,88 | -2,22 | 5,72 | +22,74% |
| 2022 | 2,40 | -2,53 | -0,42 | 1,32 | 1,53 | -8,01 | 3,46 | -3,81 | -5,64 | 6,47 | 6,11 | -3,55 | -3,76% |
| 2023 | 4,99 | 1,55 | -0,70 | 2,98 | -4,50 | 1,81 | 2,08 | -1,19 | 0,82 | -2,19 | 3,03 | 1,57 | +10,34% |
| 2024 | 0,47 | -1,52 | 4,39 | 1,02 | 2,78 | -1,94 | 2,28 | -0,82 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8,30% | 8,49% | 8,60% | 12,14% | 16,91% |
| Sharpe Ratio | 0,98 | 1,28 | 0,72 | 0,23 | 0,13 |
| Bester Monat | +4,39% | +4,39% | +4,39% | +6,47% | +15,01% |
| Schlechtester Monat | -1,94% | -1,94% | -2,19% | -8,01% | -14,09% |
| Maximaler Verlust | -3,09% | -3,09% | -5,06% | -16,08% | -36,46% |
| Outperformance | -5,26% | - | -6,91% | -2,22% | -11,07% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 179,0000 | +11,74% | +27,21% | |
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | ausschüttend | 123,7100 | +10,76% | +23,73% | |
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 245,2700 | +10,91% | +24,32% | |
| Swisscanto (LU) Equity Fund Resp... | ausschüttend | 130,8300 | +9,84% | +20,69% | |
| Swisscanto (LU) Equity Fund Resp... | thesaurierend | 201,5900 | +9,81% | +20,68% | |
| Swisscanto(LU)Eq.Fd.Resp.Eur.Top... | thesaurierend | 131,6000 | +10,55% | +23,13% |
Performance
| lfd. Jahr | +6,67% | ||
|---|---|---|---|
| 6 Monate | +7,00% | ||
| 1 Jahr | +9,81% | ||
| 3 Jahre | +20,68% | ||
| 5 Jahre | +32,91% | ||
| 10 Jahre | +53,97% | ||
| seit Beginn | +101,59% | ||
| Jahr | |||
| 2023 | +10,34% | ||
| 2022 | -3,76% | ||
| 2021 | +22,74% | ||
| 2020 | -12,61% | ||
| 2019 | +16,48% | ||
| 2018 | -8,09% | ||
| 2017 | +8,93% | ||
| 2016 | -4,11% | ||
| 2015 | +9,69% | ||
