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| JSS Sustainable Equity - USA - P USD ACC | ISIN: LU0526864581 | 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: | -0,53% | 4,79% | 16,75% | 8,00% | 24,77% | 6,42% | 12,34% | 9,97% | 292,63% / 10,64% |
| Volatilität: | 14,78% | 13,49% | 12,14% | 12,99% | 12,64% | 18,79% | 22,06% | 18,97% | 19,17% |
| Sharpe Ratio: | - | 0,28 | 1,21 | 0,51 | 1,66 | 1,17 | 3,65 | 8,26 | 15,11 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 75,00% | 61,11% | 65,00% | 60,83% | 62,80% |
| Max. Verlust: | -5,22% | -5,92% | -5,92% | -5,92% | -8,94% | -25,09% | -35,83% | -35,83% | -35,83% |
| Beta: | 1,10 | 1,07 | 0,96 | 1,07 | 0,97 | 1,04 | 1,09 | 1,12 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,41% | 7,10% | -5,16% | -1,58% | 0,84% | 7,67% | 5,55% | 4,36% | -11,22% | -3,17% | -2,69% |
| Feb | 3,32% | -3,45% | -3,89% | 1,59% | -7,55% | 3,63% | -3,57% | 1,68% | 1,47% | 7,24% | 6,32% |
| Mär | 2,08% | 3,05% | 4,28% | 1,65% | -14,76% | 0,50% | -0,57% | -1,35% | 5,05% | -1,83% | 0,26% |
| Apr | -4,44% | 1,28% | -9,28% | 3,55% | 17,23% | 3,54% | -1,09% | 1,43% | 1,38% | -1,21% | -4,20% |
| Mai | 3,54% | 0,02% | 0,39% | 1,39% | 6,77% | -5,98% | 3,67% | -0,88% | 1,17% | 1,19% | 2,85% |
| Jun | - | 4,73% | -6,92% | 2,00% | 2,17% | 7,26% | -0,99% | 0,39% | -3,13% | -4,02% | 4,02% |
| Jul | - | 2,97% | 8,26% | 1,39% | 4,37% | 0,00% | 3,88% | 2,35% | 5,31% | -1,97% | -1,75% |
| Aug | - | -0,96% | -4,28% | 1,95% | 8,56% | -0,37% | 3,47% | -2,12% | 0,56% | -6,90% | 5,76% |
| Sep | - | -4,91% | -8,60% | -5,15% | -4,36% | 1,09% | 0,40% | 1,47% | 1,10% | 1,11% | -2,95% |
| Okt | - | -1,50% | 7,25% | 5,23% | -3,28% | 2,64% | -8,82% | 0,69% | -3,54% | 6,10% | 3,41% |
| Nov | - | 8,25% | 5,39% | -1,99% | 9,97% | 3,24% | 1,41% | 1,20% | 7,54% | 1,16% | 4,20% |
| Dez | - | 3,32% | -5,94% | 5,84% | 3,34% | 2,85% | -8,64% | 1,18% | 2,24% | -7,27% | 1,18% |
| Berechnungsbasis: 07.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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