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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 |