zurück zur Übersicht | |||
Swisscanto (LU) Equity Fund Sustainable - DT EUR ACC | ISIN: LU2211859272 | KAG: Swisscanto Asset Management International S.A. |
1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
---|---|---|---|---|---|---|---|---|---|
Performance: | 2,62% | 3,82% | 9,41% | 23,22% | 37,28% | 6,85% | - | - | 83,76% / 15,46% |
Volatilität: | 9,32% | 17,93% | 15,34% | 13,99% | 13,48% | 16,33% | - | - | 15,70% |
Sharpe Ratio: | 0,13 | 0,14 | 0,49 | 1,33 | 2,46 | 1,35 | 5,31 | ||
pos. Monate (%): | - | 100,00% | 83,33% | 80,00% | 83,33% | 55,56% | - | - | 60,78% |
Max. Verlust: | -1,97% | -8,95% | -11,01% | -11,01% | -11,01% | -21,63% | - | - | -21,63% |
Beta: | 1,50 | 1,41 | 1,38 | 1,41 | 1,35 | 1,21 | - | - | - |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Jan | 2,99% | 6,15% | -7,27% | 1,92% | - | - | - | - | - | - | - |
Feb | 4,38% | -0,49% | -3,11% | 0,28% | - | - | - | - | - | - | - |
Mär | 3,03% | 0,62% | 4,91% | 3,77% | - | - | - | - | - | - | - |
Apr | -1,77% | -0,75% | -6,49% | 0,34% | - | - | - | - | - | - | - |
Mai | 4,72% | 4,17% | -0,79% | -0,57% | - | - | - | - | - | - | - |
Jun | 2,98% | 1,52% | -6,92% | 4,97% | - | - | - | - | - | - | - |
Jul | 0,23% | 1,58% | 10,61% | 2,26% | - | - | - | - | - | - | - |
Aug | 0,75% | -0,78% | -3,53% | 4,38% | - | - | - | - | - | - | - |
Sep | 0,54% | -3,10% | -6,91% | -2,21% | -1,11% | - | - | - | - | - | - |
Okt | 1,65% | -3,67% | 4,35% | 7,26% | -0,16% | - | - | - | - | - | - |
Nov | - | 5,91% | 4,62% | 0,43% | 8,26% | - | - | - | - | - | - |
Dez | - | 2,47% | -7,10% | 3,39% | 2,11% | - | - | - | - | - | - |
Berechnungsbasis: 30.10.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |