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| Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) - DT ACC | ISIN: LU2437374510 | 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: | 4,21% | 6,02% | 9,63% | 10,47% | 18,57% | 10,87% | - | - | 27,60% / 5,83% |
| Volatilität: | 7,43% | 9,52% | 8,22% | 8,66% | 7,05% | 7,43% | - | - | 8,13% |
| Sharpe Ratio: | 0,54 | 0,58 | 1,04 | 1,12 | 2,38 | 3,76 | 3,79 | ||
| pos. Monate (%): | - | 66,67% | 66,67% | 75,00% | 75,00% | 66,67% | - | - | 57,69% |
| Max. Verlust: | -1,43% | -5,07% | -5,37% | -5,37% | -5,37% | -10,80% | - | - | -13,13% |
| Beta: | 0,81 | 1,16 | 1,22 | 1,20 | 1,23 | 1,16 | - | - | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,85% | 1,17% | 0,65% | 4,25% | - | - | - | - | - | - | - |
| Feb | 2,29% | -0,62% | 1,37% | -1,73% | - | - | - | - | - | - | - |
| Mär | -4,16% | -4,02% | 1,46% | 1,15% | 1,00% | - | - | - | - | - | - |
| Apr | 5,36% | -1,76% | -1,33% | -0,57% | -4,65% | - | - | - | - | - | - |
| Mai | 3,85% | 3,06% | 2,38% | 1,53% | -0,46% | - | - | - | - | - | - |
| Jun | - | 1,06% | 2,05% | 0,32% | -4,18% | - | - | - | - | - | - |
| Jul | - | 2,19% | 0,96% | 1,03% | 5,61% | - | - | - | - | - | - |
| Aug | - | 0,82% | 0,33% | -0,84% | -3,05% | - | - | - | - | - | - |
| Sep | - | 2,51% | 1,06% | -2,00% | -5,26% | - | - | - | - | - | - |
| Okt | - | 2,66% | -1,34% | -2,36% | 1,38% | - | - | - | - | - | - |
| Nov | - | -0,57% | 3,25% | 4,31% | 3,56% | - | - | - | - | - | - |
| Dez | - | -0,32% | -0,82% | 2,25% | -4,22% | - | - | - | - | - | - |
| Berechnungsbasis: 28.05.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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