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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: | 0,27% | 2,47% | 4,86% | 11,93% | 16,22% | - | - | - | 9,43% / 3,29% |
| Volatilität: | 7,31% | 6,16% | 7,43% | 6,93% | 6,77% | - | - | - | 8,15% |
| Sharpe Ratio: | 0,00 | 0,26 | 0,40 | 1,23 | 1,80 | 1,30 | |||
| pos. Monate (%): | - | 100,00% | 83,33% | 80,00% | 83,33% | - | - | - | 63,64% |
| Max. Verlust: | -2,03% | -2,41% | -4,57% | -4,57% | -4,57% | - | - | - | -13,13% |
| Beta: | 1,48 | 1,39 | 1,31 | 1,25 | 1,24 | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,65% | 4,25% | - | - | - | - | - | - | - | - | - |
| Feb | 1,37% | -1,73% | - | - | - | - | - | - | - | - | - |
| Mär | 1,46% | 1,15% | 1,00% | - | - | - | - | - | - | - | - |
| Apr | -1,33% | -0,57% | -4,65% | - | - | - | - | - | - | - | - |
| Mai | 2,38% | 1,53% | -0,46% | - | - | - | - | - | - | - | - |
| Jun | 2,05% | 0,32% | -4,18% | - | - | - | - | - | - | - | - |
| Jul | 0,96% | 1,03% | 5,61% | - | - | - | - | - | - | - | - |
| Aug | 0,33% | -0,84% | -3,05% | - | - | - | - | - | - | - | - |
| Sep | 1,06% | -2,00% | -5,26% | - | - | - | - | - | - | - | - |
| Okt | -1,34% | -2,36% | 1,38% | - | - | - | - | - | - | - | - |
| Nov | 2,35% | 4,31% | 3,56% | - | - | - | - | - | - | - | - |
| Dez | - | 2,25% | -4,22% | - | - | - | - | - | - | - | - |
| Berechnungsbasis: 21.11.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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