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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