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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: | 1,74% | 5,31% | 6,79% | 3,37% | 5,81% | 6,92% | - | - | 13,17% / 3,49% |
Volatilität: | 4,78% | 5,06% | 9,07% | 8,63% | 7,96% | 7,54% | - | - | 8,20% |
Sharpe Ratio: | 0,33 | 0,95 | 0,62 | 0,18 | 0,40 | 2,36 | 1,39 | ||
pos. Monate (%): | - | 100,00% | 66,67% | 62,50% | 58,33% | 66,67% | - | - | 62,79% |
Max. Verlust: | -0,88% | -1,13% | -7,39% | -10,80% | -10,80% | -10,80% | - | - | -13,13% |
Beta: | 1,03 | 1,19 | 1,04 | 1,08 | 1,10 | 1,11 | - | - | - |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Jan | 1,17% | 0,65% | 4,25% | - | - | - | - | - | - | - | - |
Feb | -0,62% | 1,37% | -1,73% | - | - | - | - | - | - | - | - |
Mär | -4,02% | 1,46% | 1,15% | 1,00% | - | - | - | - | - | - | - |
Apr | -1,76% | -1,33% | -0,57% | -4,65% | - | - | - | - | - | - | - |
Mai | 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 | 2,19% | 1,06% | -2,00% | -5,26% | - | - | - | - | - | - | - |
Okt | - | -1,34% | -2,36% | 1,38% | - | - | - | - | - | - | - |
Nov | - | 3,25% | 4,31% | 3,56% | - | - | - | - | - | - | - |
Dez | - | -0,82% | 2,25% | -4,22% | - | - | - | - | - | - | - |
Berechnungsbasis: 15.09.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |