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Swisscanto (LU) Equity Fund Sustainable - DT EUR ACC ISIN: LU2211859272 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: -0,47% 3,54% 7,96% 2,70% 18,82% 16,13% 10,82% - 106,12% / 13,79%
Volatilität: 11,39% 14,07% 13,92% 14,40% 16,49% 14,51% 15,73% - 15,82%
Sharpe Ratio: - 0,21 0,50 0,16 1,01 3,40 4,37 6,81
pos. Monate (%): - 66,67% 66,67% 50,00% 75,00% 75,00% 65,00% - 64,71%
Max. Verlust: -3,22% -3,22% -5,25% -3,22% -13,50% -20,94% -21,63% - -21,63%
Beta: 0,99 1,33 1,40 1,30 1,15 1,23 1,22 - -
  2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Jan 2,14% 2,96% 2,99% 6,15% -7,27% 1,92% - - - - -
Feb 2,14% -2,39% 4,38% -0,49% -3,11% 0,28% - - - - -
Mär -1,56% -8,23% 3,03% 0,62% 4,91% 3,77% - - - - -
Apr - -3,66% -1,77% -0,75% -6,49% 0,34% - - - - -
Mai - 6,45% 4,72% 4,17% -0,79% -0,57% - - - - -
Jun - 0,82% 2,98% 1,52% -6,92% 4,97% - - - - -
Jul - 5,05% 0,23% 1,58% 10,61% 2,26% - - - - -
Aug - 1,56% 0,75% -0,78% -3,53% 4,38% - - - - -
Sep - 3,38% 0,54% -3,10% -6,91% -2,21% -1,11% - - - -
Okt - 5,13% -0,16% -3,67% 4,35% 7,26% -0,16% - - - -
Nov - -0,31% 6,43% 5,91% 4,62% 0,43% 8,26% - - - -
Dez - -0,91% -0,87% 2,47% -7,10% 3,39% 2,11% - - - -
Berechnungsbasis: 12.03.2026
* annualisierte Berechnung bezieht sich ausschließlich auf Performance