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| JSS Sustainable Equity - Europe - P EUR ACC | ISIN: LU0484532444 | 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: | 0,33% | 4,25% | 14,87% | 3,88% | 6,07% | 3,53% | 4,73% | 4,31% | 110,94% / 5,43% |
| Volatilität: | 8,39% | 8,30% | 9,32% | 8,93% | 10,91% | 14,55% | 17,68% | 16,72% | 16,84% |
| Sharpe Ratio: | 0,00 | 0,39 | 1,38 | 0,30 | 0,20 | 0,85 | 1,56 | 3,01 | 6,41 |
| pos. Monate (%): | - | 100,00% | 83,33% | 100,00% | 50,00% | 52,78% | 61,67% | 59,17% | 60,82% |
| Max. Verlust: | -2,16% | -2,16% | -2,90% | -2,90% | -9,96% | -21,81% | -35,89% | -35,89% | -35,89% |
| Beta: | 1,08 | 1,19 | 1,11 | 1,24 | 1,15 | 1,08 | 1,12 | 1,18 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,15% | 6,65% | -3,62% | -0,39% | -3,27% | 7,11% | 2,04% | -0,42% | -7,36% | 7,88% | -1,47% |
| Feb | 0,94% | 0,95% | -4,77% | 2,11% | -8,04% | 3,28% | -1,54% | 1,45% | -2,66% | 8,13% | 4,33% |
| Mär | 1,78% | 0,87% | 4,00% | 3,43% | -16,15% | 0,98% | -0,16% | 2,04% | 0,51% | 1,47% | -1,98% |
| Apr | -0,78% | 2,26% | -0,76% | 1,75% | 11,40% | 2,06% | 3,51% | 1,71% | 1,99% | -0,26% | 0,50% |
| Mai | - | -2,58% | -3,09% | 1,24% | 3,06% | -5,54% | 1,12% | -0,74% | 3,24% | 2,67% | 3,07% |
| Jun | - | 1,32% | -7,17% | 0,67% | 3,02% | 4,05% | -2,60% | -2,96% | -7,24% | -4,51% | -1,14% |
| Jul | - | 1,73% | 8,73% | -0,78% | -0,61% | 0,56% | 3,20% | 1,07% | 3,11% | 2,04% | -3,13% |
| Aug | - | -2,62% | -6,08% | 1,84% | 2,89% | -2,79% | -1,86% | -1,44% | 2,83% | -7,22% | 3,08% |
| Sep | - | -2,86% | -4,81% | -2,46% | -3,58% | 3,59% | -0,37% | 2,42% | -1,12% | -1,78% | -1,00% |
| Okt | - | -4,03% | 5,62% | 3,73% | -5,75% | 2,05% | -6,62% | 2,05% | -0,70% | 8,70% | -1,62% |
| Nov | - | 6,72% | 7,84% | -3,53% | 14,89% | 2,13% | -2,05% | -3,52% | 1,27% | 3,67% | 1,84% |
| Dez | - | 3,19% | -4,23% | 4,10% | 1,89% | 2,79% | -7,69% | 1,94% | 6,26% | -4,17% | -0,75% |
| Berechnungsbasis: 25.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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