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| JSS Sustainable Equity - Real Estate Global - P EUR ACC | ISIN: LU0288928376 | 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: | -0,08% | 2,39% | 11,87% | -0,60% | 9,94% | -1,96% | -2,53% | 2,37% | 49,26% / 2,37% |
| Volatilität: | 15,15% | 13,75% | 14,55% | 13,41% | 14,83% | 15,78% | 19,00% | 16,67% | 16,61% |
| Sharpe Ratio: | - | 0,10 | 0,68 | - | 0,41 | - | - | 1,46 | 2,74 |
| pos. Monate (%): | - | 66,67% | 66,67% | 50,00% | 58,33% | 47,22% | 51,67% | 53,33% | 54,59% |
| Max. Verlust: | -5,41% | -6,26% | -6,26% | -6,26% | -11,07% | -32,90% | -39,19% | -39,19% | -50,11% |
| Beta: | 1,30 | 1,41 | 1,30 | 1,43 | 1,25 | 1,14 | 1,19 | 1,25 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -2,57% | 8,55% | -3,97% | -1,51% | 1,43% | 10,16% | -3,18% | -1,98% | -5,04% | 11,16% | 0,92% |
| Feb | -0,62% | -2,82% | -2,24% | -1,92% | -6,98% | 0,28% | -2,58% | 5,32% | -2,31% | 1,22% | 0,92% |
| Mär | 3,66% | -5,65% | 4,80% | 5,43% | -19,51% | 5,28% | 1,17% | -2,64% | 1,85% | 5,06% | 0,90% |
| Apr | -3,79% | 0,90% | -2,83% | 2,27% | 13,68% | -2,54% | 3,90% | -0,76% | 0,46% | -5,06% | 1,02% |
| Mai | 1,66% | -2,36% | -5,22% | 1,89% | -1,79% | -0,06% | 3,03% | -2,77% | 2,60% | 0,67% | 5,70% |
| Jun | - | 0,73% | -6,69% | 4,45% | 1,95% | -2,82% | 0,90% | -1,29% | 2,67% | -6,54% | 1,18% |
| Jul | - | 3,74% | 8,58% | 4,03% | -3,90% | 1,09% | 0,56% | -1,87% | 4,40% | 2,62% | 2,59% |
| Aug | - | 0,01% | -4,49% | 1,14% | 2,21% | 0,86% | 0,05% | -2,06% | -2,32% | -7,05% | 2,81% |
| Sep | - | -3,11% | -11,56% | -5,02% | -2,16% | 2,68% | -1,87% | 0,13% | -1,82% | 4,06% | -1,98% |
| Okt | - | -4,91% | -0,46% | 4,39% | -3,06% | 1,42% | -1,68% | 2,14% | -3,20% | 7,01% | 7,29% |
| Nov | - | 7,82% | 2,64% | -0,65% | 8,24% | -0,14% | 3,12% | 0,85% | 1,62% | 1,99% | 0,59% |
| Dez | - | 5,52% | -5,34% | 6,33% | -0,58% | -1,11% | -7,38% | -0,02% | 3,73% | -2,79% | 2,45% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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