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| JSS Sustainable Equity - Global Thematic - P EUR DIS | ISIN: LU0229773345 | KAG: J.S.Sarasin Fd.M. LU | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,90% | 1,12% | 13,25% | 6,30% | 11,81% | -0,28% | 6,72% | 7,96% | 196,34% / 6,01% |
| Volatilität: | 14,27% | 11,78% | 10,67% | 11,87% | 11,05% | 16,09% | 18,59% | 16,52% | 16,63% |
| Sharpe Ratio: | - | 0,01 | 1,05 | 0,42 | 0,72 | 0,04 | 2,15 | 6,84 | 11,56 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 50,00% | 47,22% | 53,33% | 58,33% | 56,64% |
| Max. Verlust: | -4,64% | -4,64% | -4,64% | -4,64% | -9,69% | -26,57% | -31,73% | -31,73% | -51,74% |
| Beta: | 1,37 | 1,40 | 1,40 | 1,49 | 1,09 | 1,19 | 1,18 | 1,21 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,75% | 7,47% | -4,43% | -0,88% | 0,79% | 8,08% | 0,85% | 0,12% | -5,87% | 3,77% | -1,21% |
| Feb | 3,08% | -1,63% | -3,81% | 1,25% | -6,89% | 4,29% | -1,66% | 2,45% | -1,24% | 6,36% | 3,14% |
| Mär | 0,77% | 2,34% | 4,24% | 1,95% | -12,42% | 3,22% | -0,52% | -0,58% | -1,08% | 2,66% | -0,09% |
| Apr | -2,99% | 0,05% | -5,99% | 1,73% | 18,04% | 3,95% | 3,16% | -0,01% | 0,35% | -1,21% | -0,75% |
| Mai | 0,96% | 1,37% | -3,92% | -0,05% | 3,80% | -3,97% | 6,67% | -0,38% | 3,30% | 2,49% | 3,30% |
| Jun | - | 1,60% | -7,20% | 6,03% | 2,92% | 3,49% | -0,38% | -1,96% | -2,26% | -4,30% | -0,07% |
| Jul | - | 1,34% | 8,45% | -0,47% | 0,28% | 0,64% | 0,77% | -1,38% | 1,18% | 1,59% | -1,39% |
| Aug | - | -2,42% | -3,36% | 3,64% | 7,07% | 1,24% | 2,76% | -0,42% | -0,39% | -8,11% | 5,26% |
| Sep | - | -3,55% | -8,99% | -4,47% | -2,05% | 1,87% | 0,43% | 2,97% | -0,97% | -0,72% | -0,03% |
| Okt | - | -2,24% | 2,29% | 2,78% | -2,95% | 1,50% | -5,91% | 2,93% | 1,22% | 8,16% | 2,94% |
| Nov | - | 5,56% | 3,27% | -3,21% | 8,49% | 2,03% | 1,74% | 0,59% | 2,78% | 5,09% | 0,88% |
| Dez | - | 1,68% | -6,27% | 3,96% | 2,09% | 1,15% | -8,99% | 1,05% | 2,78% | -5,80% | 1,03% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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