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JSS Sustainable Equity - USA - P USD ACC ISIN: LU0526864581 KAG: J.S.Sarasin Fd.M. LU
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 3,77% 8,51% 0,26% 1,75% 4,83% 13,03% 13,39% 9,28% 329,73% / 10,45%
Volatilität: 13,39% 30,97% 25,15% 25,31% 20,98% 18,30% 18,67% 19,59% 19,22%
Sharpe Ratio: 0,27 0,26 - 0,02 0,08 2,26 4,77 6,87 14,87
pos. Monate (%): - 66,67% 50,00% 40,00% 50,00% 61,11% 65,00% 65,83% 64,04%
Max. Verlust: -2,01% -12,51% -21,25% -21,25% -21,71% -21,71% -25,09% -35,83% -35,83%
Beta: 1,10 1,04 1,06 1,07 1,07 1,05 1,06 1,10 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 2,20% 1,41% 7,10% -5,16% -1,58% 0,84% 7,67% 5,55% 4,36% -11,22% -3,17%
Feb -3,38% 3,32% -3,45% -3,89% 1,59% -7,55% 3,63% -3,57% 1,68% 1,47% 7,24%
Mär -6,79% 2,08% 3,05% 4,28% 1,65% -14,76% 0,50% -0,57% -1,35% 5,05% -1,83%
Apr -0,76% -4,44% 1,28% -9,28% 3,55% 17,23% 3,54% -1,09% 1,43% 1,38% -1,21%
Mai 6,27% 4,20% 0,02% 0,39% 1,39% 6,77% -5,98% 3,67% -0,88% 1,17% 1,19%
Jun 4,86% 3,15% 4,73% -6,92% 2,00% 2,17% 7,26% -0,99% 0,39% -3,13% -4,02%
Jul 1,36% 0,05% 2,97% 8,26% 1,39% 4,37% 0,00% 3,88% 2,35% 5,31% -1,97%
Aug - 1,69% -0,96% -4,28% 1,95% 8,56% -0,37% 3,47% -2,12% 0,56% -6,90%
Sep - 1,10% -4,91% -8,60% -5,15% -4,36% 1,09% 0,40% 1,47% 1,10% 1,11%
Okt - -1,19% -1,50% 7,25% 5,23% -3,28% 2,64% -8,82% 0,69% -3,54% 6,10%
Nov - 6,29% 8,25% 5,39% -1,99% 9,97% 3,24% 1,41% 1,20% 7,54% 1,16%
Dez - -3,42% 3,32% -5,94% 5,84% 3,34% 2,85% -8,64% 1,18% 2,24% -7,27%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance