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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: 0,64% 2,94% 0,44% 0,98% 3,42% 5,97% - - 10,55% / 2,85%
Volatilität: 4,27% 5,14% 9,46% 8,78% 8,05% 7,57% - - 8,22%
Sharpe Ratio: 0,11 0,48 - - 0,08 2,08 1,07
pos. Monate (%): - 100,00% 66,67% 62,50% 58,33% 58,33% - - 53,49%
Max. Verlust: -0,88% -1,30% -9,55% -10,80% -10,80% -10,80% - - -13,13%
Beta: 0,78 1,23 1,05 1,09 1,11 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 -0,18% 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: 02.09.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance