| 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: | 1,14% | 4,23% | -1,60% | -1,10% | 4,54% | 11,64% | 12,04% | - | 86,21% / 13,03% |
| Volatilität: | 9,53% | 10,62% | 19,58% | 18,46% | 16,85% | 15,30% | 16,08% | - | 16,03% |
| Sharpe Ratio: | 0,10 | 0,35 | - | - | 0,10 | 2,35 | 4,85 | 5,47 | |
| pos. Monate (%): | - | 66,67% | 50,00% | 50,00% | 50,00% | 58,33% | 58,33% | - | 59,02% |
| Max. Verlust: | -1,60% | -2,93% | -17,56% | -20,94% | -20,94% | -20,94% | -21,63% | - | -21,63% |
| Beta: | 0,85 | 1,38 | 1,09 | 1,14 | 1,18 | 1,19 | 1,21 | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,96% | 2,99% | 6,15% | -7,27% | 1,92% | - | - | - | - | - | - |
| Feb | -2,39% | 4,38% | -0,49% | -3,11% | 0,28% | - | - | - | - | - | - |
| Mär | -8,23% | 3,03% | 0,62% | 4,91% | 3,77% | - | - | - | - | - | - |
| Apr | -3,66% | -1,77% | -0,75% | -6,49% | 0,34% | - | - | - | - | - | - |
| Mai | 6,45% | 4,72% | 4,17% | -0,79% | -0,57% | - | - | - | - | - | - |
| Jun | 0,82% | 2,98% | 1,52% | -6,92% | 4,97% | - | - | - | - | - | - |
| Jul | 5,05% | 0,23% | 1,58% | 10,61% | 2,26% | - | - | - | - | - | - |
| Aug | 1,56% | 0,75% | -0,78% | -3,53% | 4,38% | - | - | - | - | - | - |
| Sep | -0,42% | 0,54% | -3,10% | -6,91% | -2,21% | -1,11% | - | - | - | - | - |
| Okt | - | -0,16% | -3,67% | 4,35% | 7,26% | -0,16% | - | - | - | - | - |
| Nov | - | 6,43% | 5,91% | 4,62% | 0,43% | 8,26% | - | - | - | - | - |
| Dez | - | -0,87% | 2,47% | -7,10% | 3,39% | 2,11% | - | - | - | - | - |
| Berechnungsbasis: 02.09.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||